HoneyBook AI can generates personalized email responses, which you can quickly edit and send to your clients.
Use cases
Leads
HoneyBook AI will automatically generate an email draft when:
A new lead comes in via HoneyBook contact form or lead form
To generate the draft, HoneyBook AI will use:
The content of the contact or lead form submission
Your company details
Existing projects
HoneyBook AI will automatically generate an email draft when:
At least 2 client emails have been sent in the project
To generate the draft, HoneyBook AI will use:
Historical communication details (if any)
Your company details
Project details
Custom prompts
Use custom prompts whenever you need extra help crafting a message
HoneyBook AI will use the custom prompt that you enter to generate an email draft
Adjust email draft settings
By default, email drafts are turned ON for your account. If you need to adjust the settings, here's how:
Hover over your profile photo in the bottom left corner of your screen > select Company settings
Select HoneyBook AI
Toggle Email drafts ON or OFF
If toggled ON, toggle whether you would like to automatically insert drafts into your email composer ON or OFF
How to find and send AI-generated email drafts
On desktop
Find and open the inquiry or project that holds a new client response. You can:
Click the notification you receive that lets you know the email draft is ready
Use the search bar
Or, select Projects to review your full project pipeline
In the project workspace, select Review draft
The AI-generated email draft will appear. From here:
Select the Refresh icon to generate a new response
Select the Thumbs up or Thumbs down icon to rate the response
Update the draft to better fit the situation by selecting a follow-up prompt
Select Review before sending
Edit the email if needed
Click Send
The email will appear in the project’s activity feed and the client's email inbox.
On mobile
Find and open the project or inquiry that holds a new client response. You can:
Tap the notification you receive that lets you know the email draft is ready
Use the search icon
Tap the Projects tab to review your full project pipeline
In the project workspace, swipe up to open the email draft
From here:
Select the Refresh icon to generate a new response
Select the Thumbs up or Thumbs down icon to rate the response
Update the draft to better fit the situation by selecting a follow-up prompt
Tap Review before sending
Edit the email if needed
Select Send
The email will appear in the project’s activity feed and the client's email inbox.
How to use custom prompts
On desktop
Find and open the project you want to send a message in. You can:
Use the search bar
Or, select Projects to review your full project pipeline
Next to the email composer, select the HoneyBook AI icon
Enter your prompt > select Draft email with AI
The AI-generated email draft will appear
From here:
Select the Refresh icon to generate a new response
Select the Thumbs up or Thumbs down icon to rate the response
Update the draft to better fit the situation by selecting a follow-up prompt
Adjust your original prompt by selecting Instruct AI > updating your prompt
Select Review before sending
Edit the email if needed
Select Send
The email will appear in the project’s activity feed and the client's email inbox.
On mobile
Find and open the project you want to send a message in. You can:
Use the search icon
Tap the Projects tab to review your full project pipeline
Tap Send email > HoneyBook AI icon
Enter your prompts > tap Draft email with AI
The AI-generated email draft will appear
From here:
Tap the Refresh icon to generate a new response
Tap the Thumbs up or Thumbs down icon to rate the response
Update the draft to better fit the situation by selecting a follow-up prompt
Adjust your original prompt by tapping Instruct AI > updating your prompt
Tap Review before sending
Edit the email if needed
Select Send
The email will appear in the project’s activity feed and the client's email inbox.
Interested in learning more about how HoneyBook AI help you work smarter, not harder? Check out our Academy course, "How can HoneyBook AI save me time?"
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!