Instead of assembling a template block by block, describe what you want — "a warm follow-up for first-time facial clients with an aftercare reminder" — and the AI helper drafts it while you watch. Nothing is sent or published by the AI; you review, refine, and save.
How does the AI email builder work?
Open the helper
From Clients → Emails, choose the AI-assisted option (it lives at /emails/agent).
Describe the email
Type what you need in the chat: purpose, tone, what it must mention. The assistant thinks out loud and builds a draft.
Watch the preview
The draft renders beside the conversation as a real email preview, using your business's email styling.
Refine in conversation
"Shorter", "mention the 24-hour cancellation policy", "friendlier opening" — each reply updates the draft.
Save as a template
When it's right, save it. It becomes an ordinary email template — editable, sendable, and yours.
The form helper works the same way
The same conversational flow exists for building form templates — describe the intake or consent form you need and review the drafted fields. The result saves as a normal form template. There's also a matching helper for drafting workplace policies.
Common questions
Why don't I see the AI option?
The AI assistant is a feature your business enables in its settings. If it's off — or your role doesn't include it — the option doesn't appear. Ask an admin.
Does the AI send anything to clients?
No. It only produces drafts. Sending is always a separate, human action through the normal sending flows.
Can it edit an existing template?
Start a conversation describing the change you want and save the result as a template. For small tweaks, the ordinary template editor is faster.