Reply to a customer (and approve AI replies)
Every conversation with a customer lives on their lead, so you can see everything said in one place. Their email replies land there too.
Write an email yourself
Open the lead and find the Conversation box.
Make sure Email customer is selected.
Type your message and press Send email.
Let AI write it for you
On the lead, press Generate Reply.
Read what it wrote. Change anything you like.
Press Send to send it, or Cancel to throw it away.
Approve replies that are waiting for you
When a new enquiry arrives, TradeCRM drafts a reply for you. By default it waits for you. You'll see it in the conversation marked Pending approval.
Open the lead and read the draft.
Press Approve & Send to send it, or Discard to get rid of it.
You can also do this from the dashboard with Ask AI, or from the AI assistant. See Use the AI assistant.
If a draft contains something like [your name] in square brackets, fill it in before you send. TradeCRM warns you if it spots one.
Customer replies
When the customer replies to your email, their answer appears in the same conversation and you get a notification. Automatic chasing stops as soon as they reply.
Want replies to go out without approval? See Control how the AI writes (and whether it sends by itself).
Still stuck?
If this didn't solve it, tell us what you're trying to do and we'll help.