Email Pipelines

How To Use AI Replies

Let QuickReplies continue a conversation after your first automated message—with guidelines you control.

  1. Start With A Normal Action

    Create or edit a pipeline (or an outreach send) and add the first email or text you want QuickReplies to send. AI does not replace that first message—it can answer later replies.

  2. Enable AI Auto-Replies

    Turn on Enable AI auto-replies after this action. You will see fields for a goal, constraints (what not to say), and when to stop.

  3. Write Clear Guidelines

    Keep them short and specific:

    • Goal — what a good outcome looks like (for example, book a showing).
    • Constraints — hard limits (for example, do not quote prices).
    • When to stop — when AI should hand off (for example, once a showing is booked).

  4. Save And Watch Chats

    When someone replies, AI may continue the thread. Open Chats (your conversation inbox) to read it. Conversations with AI show an AI active badge.

  5. Take Over Anytime

    Tap Take over to stop AI permanently for that conversation. You can still send messages yourself afterward.

Want the product overview? See the AI replies page