Instead of building a template piece by piece, describe it, for example "a warm follow-up for first-time facial clients with an after-care reminder", and the AI drafts it while you watch. The AI never sends or publishes anything: you review it and save it.
Before you start
- An admin turns it on under Settings → Team & access → Security & AI, in AI Template Studio. Until then, you're told it isn't enabled.
- Who can do it: anyone who can manage email templates or forms.
Draft an email
Open Template Studio
Go to Clients → Emails, select the Custom tab, then Draft with AI.
Describe the email
Type what you need: who it's for, the tone, and what it must say. Or pick a starting idea such as Welcome or Post-care. Press Enter to send.
Watch the draft
The email appears beside the conversation as a real preview, in your brand.
Ask for changes
Reply with what to change, such as "shorter" or "mention the 24-hour cancellation policy". Each reply updates the draft.
Save it
Select Save Template. It becomes an ordinary email template you can edit and send.
Draft a form
On Clients → Forms, select Digitize a paper form to open Form Studio. Describe the form, or attach a photo or PDF of a paper form (up to 20 MB) and ask it to recreate it. Select Save Form, then finish it in the form builder.
There's a matching helper for workplace policies.
Check it worked
The saved email appears on the Custom tab, and the saved form under Clients → Forms.
If something goes wrong
"AI Template Studio not enabled"
Ask an admin to turn it on under Settings → Team & access → Security & AI.
Does the AI send anything to clients?
No. It only drafts. Sending is always a separate step you take yourself.
Can it change a template I already have?
Describe the change and save the result as a new template. For small changes, the normal editor is quicker.