AI Features- Inbox Receptionist/Enhance Reply
Inbox Receptionist
Enhance Reply is an AI writing assistant built into the Inbox reply box. It helps your team respond to customer emails and texts faster by rewriting a rough draft into a professional reply, or composing one from scratch. Replies are kept short and conversational — one to four sentences, plain text, no formatting — so they read as a real person wrote them.
Turning It On
Go to Settings > AI Features. Under the Messenger section, check Enable reply enhancement, then click Save settings.
How It Works
Open any conversation in the Inbox. In the reply box, you will see an Enhance button (sparkle icon ✨). There are two ways to use it:
Refine Mode (Polish Your Rough Draft)
Use this option when you have quick notes or details you want to communicate.
Step 1: Type a quick draft into the reply box (even just keywords like "come back Thursday 2 pm no charge").
Step 2: Click the Enhance (✨) button.
Step 3: The AI rewrites your note into a professional response while preserving every exact detail—such as names, dates, times, and prices.
2. Compose Mode (Draft From Scratch)
Use this option when you want the AI to write a complete response based on the customer's account context.
Step 1: Leave the reply box completely empty.
Step 2: Click the Enhance (✨) button.
Step 3: The AI analyzes the thread history and customer account data (such as upcoming appointments, invoice balances, or service addresses) to draft an accurate reply.
Reviewing & Sending
Edit: Fine-tune the generated text directly in the reply box.
Re-enhance: Click the sparkle icon again for another variation.
Send: No message is ever sent automatically—you retain total control and send only when ready.
Enhance Reply also works when starting a new conversation. Click Create a New Message, enter a contact, type a rough draft or leave it blank, then click Enhance. The AI composes a reply based on the customer's account data.
What the AI Can Look Up
When generating responses, Enhance Reply retrieves information exclusively from the customer's account records in the active conversation. It does not guess or fabricate details — every fact in the reply comes from the customer's actual records:
Category | Information Retrievable by AI |
Appointments | Scheduled dates, time windows, technician names, service types, visit status, and past service history. |
Billing & Invoices | Account balances, open invoices, due dates, line items, and payment history. |
Payments | Dynamically generate secure payment links for instant online invoice settlement. |
Service Locations | Addresses, site notes, gate codes, and access instructions. |
Customer Profile | Customer name, preferred contact info, and account numbers. |
Quick Actions | Awareness of active actions (e.g., reschedule buttons), allowing the AI to naturally reference attached buttons or tools. |
See the separate Train your Inbox Receptionist/Enhance Reply article (coming soon) for tips on training your AI to communicate on your company's behalf.
