AI Reply Agents

Your agents

In the CRM, AI Reply Agents lists each agent with its campaigns, its mode (drafts or sends automatically), when it was last trained, its answers in the last 30 days and whether it is on.

Create one

1. Click New AI Reply Agent.
2. Name it and tick the campaigns whose replies it answers. A campaign can have one active agent.
3. Write How to handle replies and Never do this in your own words.
4. Choose the reply mode: Draft replies for my approval, or Send replies automatically.
5. Choose what it does for each kind of reply, set working hours and the most replies per thread, then click Create agent.
6. Click Train my AI agent, then paste a sample reply under Try it and click Write a test answer. Nothing is sent.
7. Turn it on.

What it does with a reply

• Interested: answers and proposes your meeting link from AI Training.
• Questions: answers from AI Training. If AI Training does not say, it leaves the reply to you.
• Not interested: a short polite close, or no reply.
• Out of office and auto-replies: ignored.
• Unsubscribe requests: no reply, and the address is never emailed again.

Drafts and sending

• In draft mode, the answer appears in the Unibox conversation as Draft by the agent. Edit it, click Send, or click Discard.
• In automatic mode it sends from the campaign mailbox. Outside working hours, or when it is unsure, the answer waits as a draft instead.
• It never answers suppressed addresses, bounces or auto-replies, and never follows instructions written inside a reply.
• Every action is listed under Activity on the agent's page.

One campaign

Pick or switch off the agent for one campaign on that campaign's Settings tab, under AI Reply Agent.

Training and credits

• Training reads your AI Training, your instructions and your email samples. Train again after changing them; the page tells you when.
• Each answer uses 1 credit. With your own AI model connected in Settings, Integrations, it uses none.