Draft Reply

Draft Reply reads a document — typically an email, but also a PDF, Word doc or image — and writes a suggested reply for you to review, edit and send.

How to access it

Open a record, then in the documents list use the document's menu and choose Draft Reply. A dialog opens where you choose the tone.

Reply tone

Choose one of:

Formal — professional and businesslike.

Friendly — warm and conversational.

Brief — short and to the point.

Detailed — thorough and complete.

Custom — you describe the tone and content you want.

Add optional instructions to guide what the reply should say.

The result

The dialog shows a suggested subject line and a reply body. From there you can:

Copy the draft.

Re-draft with a different tone or instructions.

Email — hand the draft off to start an email.

The subject and body support variable replacement (for example your name), so the draft can come back already personalized. See Variable Replacement..

How it runs

Short documents are drafted while you wait; longer ones (more than about ten pages) are drafted in the background and appear when ready.

TIPS

The draft is a starting point — always read and adjust it before sending.
Use Custom when you need to include specific points or a specific decision in the reply.

NOTE ON (AI): Drafting a reply sends the document to the AI and consumes tokens. This requires the Send Data to AI setting to be on, and may incur extra fees. Check with your sales rep for more information. Please verify all results, as AI can make mistakes.