Using the AI-Generated Follow-up Emails
AI Email is a powerful feature in Sybill that allows you to send automated call follow-ups in one-click directly to your prospects via email. The AI email is contextual, and it captures insights from the conversations, covers next steps, and the email is geared towards driving the conversation forward, and helping you increase your win rates.
Here's a step-by-step guide on how to use the AI Email feature:
Find the AI Email Button:
Within Meeting Summary Email: After each meeting or call, Sybill sends you an email with the meeting summary including key insights, outcome and next steps. Look for the "AI Email" button on top of this email and click on it.
Within the Meetings Dashboard: You can also find the AI Email button directly in the meeting dashboard. Open the meeting and click on the "AI Email" button on the right side of the page under the Summary tab.
2. Compose the Email:
Click on the "AI Email" button, and a new email composition window will open.
The email will be pre-populated with the follow-up email text, a subject line suggested by our AI, and would have added your counterparty to the “to” section, and your team members who were on the call to the “cc” section.
Customize the email subject, recipients, and any additional information you want to include.
3. Add a Personal Touch:
Feel free to edit the email according to your style (crisper, shorter, or more detailed/formal), and add any relevant links/attachments.
4. Review and Send:
Send the email once you’ve ascertained that it represents what you want to say in your follow-up.
This process should typically reduce the time it takes to write a follow-up email from scratch from 15-20 mins down to 1-2 mins.
Note: Ensure that your email account is properly configured and connected to Sybill for seamless integration and delivery of the meeting summaries.