About HoneyBook Email drafts
HoneyBook AI can generate personalized email responses, which you can quickly edit and send to your contacts. It will automatically create an email draft for you in the following cases:
When a new lead comes in via a HoneyBook contact or lead form
When you share a smart file
When there is at least one client email in a project
To generate these drafts, HoneyBook AI will use your company, project, and communication details, as well as your tone of voice.
Note: You can always edit the AI email draft before sending it to your contact. You can either edit the email manually yourself, or use the quick AI edit buttons in the composer (such as “Make it shorter” or “Use my tone”.)
You can also use custom prompts whenever you need extra help crafting a message.
Adjust Email draft settings
By default, Email drafts are generated and automatically inserted into your email composer in the situations outlined above. HoneyBook inserts the best reply for that email, but you can easily choose from other options without prompting or waiting.
If you want to adjust these settings and avoid automatic AI email generation and insertion, here's how:
Hover over your company logo in the bottom left corner of your screen > select Company settings
Select HoneyBook AI
Toggle Email Drafts ON or OFF
How to find and send Email drafts
Note: Email drafts do not currently support other email composers in HoneyBook, such as in bulk or batch emailing, in the client workspace, or in automations.
Desktop
You can find and send AI-generated email drafts on your desktop in one of two ways:
In the project workspace
From the navigation menu, select Projects and click into the desired project
Select the Activity tab
Click Reply to the message you’d like to answer
An email draft will appear
Use the toolbar to refine your draft (example: instruct it to change the tone of voice to make it more formal or casual) or hit the Refresh icon to generate an alternative email option
You can also select Edit with AI, which can draft a brand new email or improve the current one in whatever way you choose
Click Send
The email will appear in the project’s activity feed and the client's email inbox.
When sharing a smart file
From the navigation menu, select Projects and click into the desired project
Click Create file
Once you’re ready, select Share
An email draft will appear
You can use the toolbar to refine your draft (example: instruct it to change the tone of voice to make it more formal or casual) or hit the Refresh icon to generate an alternative email option
You can also select Edit with AI, which can draft a brand new email or improve the current one in whatever way you choose
Click Send
Mobile
From the navigation menu, select Projects and click into the desired project
Select Send email
An email draft will appear
You can use the toolbar to refine your draft (example: instruct it to change the tone of voice to make it more formal or casual) or hit the Refresh icon to generate an alternative email option.
You can also select Edit with AI, which can draft a brand new email or improve the current one in whatever way you choose.
Select Review before sending
Click Send
Use custom prompts to craft an email
Anytime you want to send a message, you can prompt the email composer to help you out.
Note: There is a limit of 10 AI edits per email reply. |
Desktop
From the navigation menu, select Projects and click into the desired project
Select the Activity tab
If there’s a client you need to reply to, an email draft will appear
Click Edit with AI
Enter your prompt > select Draft email with AI
In your prompt, you can ask for specific changes to the AI draft, or give entirely new instructions on what kind of email you’d like to write. The draft will be based on your tone of voice and the language that the client wrote in with.
Select Review before sending
Click Send
The email will appear in the project’s activity feed and the client's email inbox.
Mobile
From the navigation menu, select Projects and click into the desired project
Select Send email
An email draft will appear. Tap Edit with AI.
Enter your prompt > select Write draft
In your prompt, you can ask for specific changes to the AI draft, or give entirely new instructions on what kind of email you’d like to write. The draft will be based on your tone of voice and the language that the client wrote in with.
Select Review before sending
Click Send
How do HoneyBook’s Email drafts know my tone of voice?
Email drafts help you quickly create and edit emails that sound more like you. To do this, HoneyBook AI learns from the way you’ve already been communicating—such as in your company details, projects, and past emails—to generate text in your tone of voice. For example, if you love using exclamation points in your communications with clients, chances are that HoneyBook AI will include exclamation points in your email drafts.