Suggested replies to the email you receive, the wording of a quotation, and your own AI keys if you want them.
In this section
1
Suggested replies to the email you receive
Suggest reply drafts an answer to a customer's email from the email, the conversation and the record. You…
2
Write a new email with AI
Say what the email is for, and it is written, from what the CRM holds on the person…
3
Complaints and other sensitive emails
A complaint, a payment dispute, a cancellation, a legal letter or a price negotiation is answered with more…
4
The wording of a quotation
Write the wording with AI drafts the subject and the note to the customer on a quotation, from…
5
Style and your own rules
Settings, AI writing: switch the suggestions on or off for everybody, choose the style a draft starts in,…
6
Using your own AI account
Add your own OpenAI, Gemini, Claude or other key, and choose for each task which of your models…
7
Reading business cards with AI
Cards scanned at exhibitions are read by an AI model when one is available, your own or the…
8
Voice notes written out by AI
Voice notes recorded with a card are written out by an AI model when one is allowed, and…
9
Type by voice, and Settings › Voice
Hold Alt+D in any box in JAI CRM, or the mic above a phone's keyboard, and speak: the…
10
What it will never do, and what it sees
The rules every draft follows, what is sent to the AI provider and what is kept afterwards, and…
11
Mail rules in your own words
Write what an email is about and what should happen to it, and each new email is read…
12
The cold email check
A stranger's first email read to tell a sales pitch from an enquiry, for people who turn it…
13
Summaries, search in plain words, and Write like me
A long conversation in a few lines, a search typed the way you would say it, and drafts…
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