AI assistant
4 min readThe AI assistant works best when you ask one specific question at a time. Keep the prompts close to the way your team already works.
What helps the assistant work well
- Clear lead notes and basic pipeline labels.
- A few sample replies in your studio tone.
- A team member who can review the result before sending it.
Use focused prompts
- Ask which warm leads have not been followed up yet.
- Ask which invoices are overdue.
- Ask which booking needs attention today.
Review the output before sending
Treat the draft as a starting point.
Edit the wording so it matches your studio voice and the client context.
Next step
Need help with AI?. If you want a guided rollout, our team can help with integrations and onboarding.