The AI Assistant offers:

Yes! Read more about privacy and security here.

HoneyBook’s priority lead insights employ a powerful, machine learning model that predicts booking likeliness and high revenue potential. In short: the model recognizes your most valuable leads and notifies you about them right away.

Whenever a lead comes in via HoneyBook contact form or HoneyBook lead form, you’ll receive a priority lead mobile push notification for any inquiry that the model determines is more likely to book and/or book a high-value project, compared to your company’s other leads. This notification will also appear in your notification center on desktop.

To determine which leads are most valuable, the model takes into account various factors relative to your company, such as lead source, project type, project budget, and project date/time. Additionally, the model leverages historical data from your profile, including average project revenue, booked dates, and conversion rates, to enhance the notifications.

Check out our troubleshooting guide here.

When a new lead comes in via HoneyBook lead form or contact form, your company name, industry type, and the fields of the contact form are received by the AI writing assistant. The assistant drafts up a suggested response in real-time: an email reply that's personally tailored to your lead and matches your tone.

The AI writing assistant for project emails takes in the historical communication from the corresponding project, project context, and your own personal style; then uses this information to generate a suggested email reply.

The AI writing assistant takes in your custom prompts, historical communication and your company details, then uses this information to generate a suggested email reply.

Learn more about using AI to supercharge your clientflow.

In order for the AI composer to generate an accurate and complete response, there needs to have been enough communication history in the corresponding project.

Even after the corresponding notification disappears, you'll still be able to access the AI writing assistant's suggested response. Open the corresponding project > select the AI writing assistant icon by the email composer.

No, you don't have to use the AI composer's suggested responses. If you'd prefer, you can always create a different response and send it off to the project participants.

To receive a project recap for a meeting, the meeting must meet the following criteria:

Project recaps are created 1 hour before each eligible meeting.

Whenever you enter a video meeting that’s been scheduled through HoneyBook and is associated with a project, the AI meeting assistant will request entry. If approved, it will generate meeting notes that will be available in the project shortly after the meeting ends.

No. The AI meeting assistant will ask to join video meetings that were created after the AI meeting assistant was added to your account.

The AI meeting will work for meetings that meet all of the following criteria:

Then, to generate a summary, at least ten sentences must be spoken in the meeting.

The AI meeting assistant will appear as an additional attendee. The name will read “HoneyBook notetaker,” and the company logo will be shown. It will be visible to all meeting attendees.

Once a meeting ends, the AI meeting notes take just a few minutes to be generated. The project owner and HoneyBook meeting attendee will receive a notification and email alert as soon as the notes are ready.

AI meeting notes will not show on any external calendars–only on your HoneyBook Calendar.

No, clients cannot view AI meeting notes. AI meeting notes are visible only to team members who are part of the corresponding project.

Yes, you can edit (and delete) AI meeting notes, just like any other project notes. Learn how to edit notes here.

Yes, it is legal to use an AI meeting bot, as long as the AI meeting bot is disclosed to the meeting attendees. When attendees join a meeting in which the AI meeting assistant has been added, they’ll automatically receive a message letting them know that a transcript of the meeting is being recorded so the owner can focus on the conversation.

Yes, you can use the AI meeting assistant in meetings that you manually create from your HoneyBook Calendar. When you create the meeting, be sure to connect it with a HoneyBook project, then choose video as the meeting type. If you've integrated Zoom or Google Meet, the video link will automatically appear and the AI meeting notetaker will request access when the meeting starts. If you didn't integrate Zoom or Google Meet, you can just paste a video link when selecting “other” from the video meeting options in HoneyBook.

If you don't want to use the meeting assistant for a specific meeting, simply deny its entry to the meeting (or turn it off completely under your AI Preferences).

Project prep notes are sent 5 days before a project date, for projects that meet the following criteria:

Note that if a project start and end date are added, the project prep note will be sent 5 days prior to the project end date (not the project start date).

Every vendor involved in a project will get notifications letting them know that a project prep note is ready. The project prep note can be viewed by the project owner, team members with access, and any other vendors working on the project.

Clients will not receive notifications about project prep notes and cannot see them. However, if you want to share the note with a client, you can do so by turning on the option in the top right corner of the note.