Create and Manage Your Email Templates
One method to create AI Follow-up email templates is through AI Studio. This is the repository of all the email templates you have created and saved in the past or where you can find and change your default template. You'll find three ways to create more templates, let's discuss them below.
Auto-generate via CRM
If your CRM tool is connected to Sybill, and it has sufficient record of sample emails sent from you, it will automatically generate a template very authentic to your voice.
Incase, your CRM is not connected or lacks sufficient samples, your AI will create three templates for you to edit & use according to your need.
Generate from Email Samples
You would be required to add a minimum of 3 samples manually, and they could be anything you would want to simulate or replicate.
It could be some of your old emails that you like or have worked, it could some emails that have worked for your colleague, something that ChatGPT recommends as best practices, absolutely any email that you want.
Once you enter the samples, and click ‘Generate Template’ it will show you an output.
At this stage, you can again make any changes you’d like and then save the template after giving it a name. It would show up next to default template.
Build from Scratch
You’ll find the ‘Prompt Editor’ again here. So, you can customize & personalize any prompts necessary. Now, go ahead & choose a meeting from the ‘Select Meeting’ drop-down to generate an email from the template.
You can also search for an old meeting by name & generate an AI email for it.
Getting to the ‘pre-existing default template’ on your AI Studio. This template is not editable, but can be copied. Once you click on the copy button at the bottom right corner of the template box, the ‘Prompt Editor’ pops up & you can edit & save as per your needs.
To learn in depth about how to setup your AI Follow-up emails, check out our Quick Starter Guide.
Trackers
Trackers are a powerful feature that allows you to categorize and filter calls and transcripts based on specific topics, keywords, or themes. By setting up trackers, you can quickly identify and access conversations that mention certain keywords or phrases relevant to your interests or business needs.
Creating a Tracker
Name Your Tracker: Start by giving your tracker a clear and descriptive name. This name should reflect the theme or topic you wish to track.
Add Keywords and Phrases: Enter a list of words and phrases that are commonly used to refer to the topic of your tracker. Sybill will search for these terms within calls and transcripts to identify relevant conversations. Remember, the match is case-insensitive, meaning it does not matter whether the letters are uppercase or lowercase.
Note: After adding a new tracker, it may take some time for it to reflect on older calls as the system updates and applies the tracker retrospectively.
Custom Vocabulary
The Custom Vocabulary feature allows you to enhance Sybill's transcription accuracy for words that are unique to your business or industry, which might include proprietary terms, product names, or industry jargon.
Adding to Your Custom Vocabulary
To improve transcription quality, add any proper nouns, technical terms, or unique business vocabulary to this list. Sybill will then recognize and accurately transcribe these terms in your calls and transcripts, reducing errors and improving clarity.