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Use the AI writing assistant for your emails
Use the AI writing assistant for your emails

How the AI writing assistant for works, and how you can use its suggested responses to get back to leads and clients in record time.

Updated over 2 months ago

HoneyBook's AI writing assistant generates personalized email responses, which you can quickly edit and send. We'll cover how to use the AI writing assistant below.


Use cases

Leads

  • The AI writing assistant will automatically suggest a response for new leads when:

    • A new lead comes in via HoneyBook contact form or lead form

    • Note that more communication history may be needed for the writing assistant to suggest a response for leads that come in through Zapier

  • The writing assistant will automatically draft up a response using the content of the contact or lead form submission and your company details

Existing projects

  • The AI writing assistant will automatically suggest a response in an established project when:

    • At least 2 client emails have been sent in the project

  • The writing assistant will automatically draft up a response using historical communication details (if any), your company details, and project details

Custom prompts

  • Use AI custom prompts whenever you need extra help crafting a message

  • The writing assistant will use the custom prompt that you enter to generate a message


Adjust AI writing assistant settings

By default, the AI writing assistant is turned ON for your account, and any suggested response will automatically appear as a draft email. If you need to adjust the settings for the AI writing assistant, here's how:

  1. Click your profile photo from the top right corner of your screen > select Company settings

  2. Select AI preferences

  3. Toggle Enable AI composer ON or OFF

    1. If toggled ON, toggle whether you would like to automatically insert AI replies for leads into your email composers ON or OFF


How to find and send suggested responses

On desktop

  1. 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 suggested response is ready

    • Use the search bar

    • Or, select Projects from the top navigation bar

  2. In the project workspace, select Review draft

  3. The AI-generated response 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 AI-generated response to better fit the situation by selecting a follow-up prompt

  4. Select Review before sending

  5. Edit the email if needed

  6. Click Send

The email will appear in the project’s activity feed and the client's email inbox.

On mobile

  1. 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 suggested response is ready

    • Use the search icon

    • Tap into the Projects tab

  2. In the project workspace, swipe up on the AI writing assistant to open the suggested response

  3. 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 AI-generated response to better fit the situation by selecting a follow-up prompt

  4. Tap Review before sending

  5. Edit the email if needed

  6. 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

  1. Find and open the project you want to send a message in by using the search bar or selecting Projects from the top navigation bar

  2. Next to where you'd start writing your message, select the AI writing assistant icon

  3. Enter your prompt > select Draft email with AI

    1. The AI-generated response will appear

  4. 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 AI-generated response to better fit the situation by selecting a follow-up prompt

    • Adjust your original prompt by selecting Instruct AI > updating your prompt

  5. Select Review before sending

  6. Edit the email if needed

  7. Select Send

The email will appear in the project’s activity feed and the client's email inbox.

On mobile

  1. Find and open the project you want to send a message in by using the search icon or the Projects tab

  2. Tap Send email > AI writing assistant icon

  3. Enter your prompts > tap Draft email with AI

    1. The AI-generated response will appear

  4. 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 AI-generated response to better fit the situation by selecting a follow-up prompt

    • Adjust your original prompt by tapping Instruct AI > updating your prompt

  5. Tap Review before sending

  6. Edit the email if needed

  7. Select Send

The email will appear in the project’s activity feed and the client's email inbox.

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!

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