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Tails AI Assistant - Automate Client Communication
Tails AI Assistant - Automate Client Communication

Forget about emails and text messages. Let Tails generate them for you.

Updated yesterday

Tails can now create communication notes for you. Regardless if it is an email or SMS, you can instruct Tails to be more professional or funnier and let it does the magic.

You only need to review the result (you can make any adjustments you need) and send.

Setup

If you're interested and want to learn more about how it works, pricing, and next steps, please feel free to get in touch with us through chat, contact your account manager, or send us an email at tails@digitail.io.

How does it work?

Open the communication modal by clicking on Send Message from the left sidebar or Add New Communication from the Timeline.

  • Click on Send email or Send text message

  • Make sure to enable the option to use Tails AI

  • Use one of the most common topics from our library or simply add instructions in the text field

  • Click on Generate and your communication note is generated. The subject is automatically generated based on the context

    You can Change the Tone and Size based on your preferences.
    By default the summary has a professional tone and a medium size.

  • Review the result; you can change the instructions and click on generate again.

  • Final step is to click Save; your communication note will be visible in the timeline now.

Custom Templates

ℹ️ Custom templates are saved at a user level.

  • Click on the library icon to access and manage your custom templates.

  • Add the most frequently used requests (prompts) to save time.

  • View all your custom templates in the template manager, where you can edit or delete them as needed.

Once added, the custom templates can be quickly selected from the library menu.

FAQ

  1. What do I need to use this feature?

    Just let us know at tails@digitail.io that your are interested in using it. We will enable a free trial period to Tails AI Assistant.

  2. Can I revert the email that was generated?
    Yes; you can use the circle arrow icon to get back to the previous version.

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