AI Rules templates

AI Conditions

Use AI to analyze message content and make decisions. The AI can detect sentiment, identify request types, or extract information that would be hard to capture with keyword rules.

Escalate upset customers

Prompt:

Is this customer angry or upset? Respond with ONLY "YES" or "NO".

If YES, flag as high priority and assign to a senior agent.

Qualify sales leads

Prompt:

Is this a qualified sales lead or just a general inquiry? Respond with ONLY ONE of these exact words: "sales lead" or "general inquiry".

Route leads to the sales pipeline, general questions to support.

Detect time-sensitive requests

Prompt:

Does this email contain a deadline, due date, or time-sensitive request? Respond with ONLY "YES" or "NO".

If YES, tag as "Urgent" and notify the team.

Add AI note

Have AI create a note about the message - summarize long threads, translate content, or provide context for your team.

Prompt:

Translate this email to English.

Add tasks with AI

Let AI identify action items and create tasks automatically.

Prompt:

Extract any tasks or action items from this email.

Create draft with AI

Generate response drafts for common inquiries. Review before sending.

Prompt:

Create a helpful response to this customer inquiry about our pricing plans.

Pair with an AI condition to only generate drafts for specific types of messages.