Draft Email - Use Centralize to create email drafts

Learn how to utilize the automated drafting tools within your account to communicate with contacts efficiently. This guide provides step-by-step instructions on accessing the chat assistant to compose and refine professional emails.

Nicole Tettke
4 steps
29 seconds

Usecentralize

Click "Draft Email" for the Contact you would like Centralize to Draft an email for on your behalf.

Centralize will take context from recent emails, calls and opportunities to draft an email for you.

Once the email is ready, you can leverage the suggested re-prompts or reprompt Centralize based on what you would like the it to say in the email.

Tip! Turn on sources to see where the data is coming from. Specifically, which emails or calls are being referenced in the suggested email draft.

When youre ready to send, you can copy the text or use the open in gmail option to send it directly from your Gmail client. The email, subject and body will open and gmail and you will be able to send it out.

Draft Email - Use Centralize to create email drafts

Nicole Tettke
4 steps
29 seconds

Usecentralize

Click "Draft Email" for the Contact you would like Centralize to Draft an email for on your behalf.

Centralize will take context from recent emails, calls and opportunities to draft an email for you.

Once the email is ready, you can leverage the suggested re-prompts or reprompt Centralize based on what you would like the it to say in the email.

Tip! Turn on sources to see where the data is coming from. Specifically, which emails or calls are being referenced in the suggested email draft.