Drafting an email with AI integration - AI Summary

To draft an email using AI integration from the AI Summary tab:

  1. Click the AI Summary tab on the Contact, Account, Opportunity, or Campaign detail view.
  2. Click the Draft email option in the suggested actions section, if available,. An email message is displayed wherein the To field is populated with the appropriate email address. The Subject and Body of the email is populated based on AI Summary content.
    Note: This action is based on suggested AI Summary content. This content is generated automatically based on the available information.
  3. Perform one of these actions:
    • Click Send.
    • Click Send to CRM to save a history record of the email.
      Note: This option is available only when Xbar for Microsoft Outlook application is installed and configured.
      • Click Yes when prompted to save a copy of the attached file. The file is available on the Attachments tab.
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