AI Tools in Email Template Creation
AI Email Assistant
Overview
This module walks through how to use the built-in AI writing assistant in OpsDriver when creating email templates. The AI helps you generate subject lines and body content based on the purpose of the email, saving time and enhancing message clarity.
1. Navigating to Email Template Settings
Steps:
Go to Company Setup
Click on Email Setup
Select Email Templates
From here, you can create, edit, and manage your default email communications.
2. Creating a New Email Template
Click Create New Template, then:
Choose an Event Type (e.g., “Invoice Due Date”)
This helps guide the AI’s suggestions based on context.
Add a description for internal reference (e.g., “Invoice due in 4 days”)
Once those fields are completed, additional AI-powered options become available.
3. Using the AI “Write” Button
Once the template is started:
You’ll see a “Write with AI” button appear next to the Subject line.
Click the button to activate AI support.
You can now type a prompt describing what the subject line should communicate.
Example Prompt:
“Give me an email subject about an invoice payment for a motorcoach trip being due in four days.”
The AI will return a suggested subject line, which you can use as-is or refine further.
4. AI-Generated Subject Line
After submitting your prompt, the system will populate the Subject field with the AI’s suggestion.
You can:
Accept the suggestion
Edit it for tone or specificity
Click again for a new version
This saves time, particularly when creating event-triggered communications like invoice reminders, quote follow-ups, or trip confirmations.
5. Additional AI Features (When Available)
TBN is expanding AI-assisted writing to other areas of the platform, including:
Email body content
Follow-up emails
Marketing messages
Stay tuned for future enhancements in this space.
Best Practices
Use specific prompts to get more accurate subject lines
Combine AI suggestions with your own branding language
Always test your emails before publishing templates to ensure proper tone and formatting
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