# 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.

<div data-with-frame="true"><figure><img src="https://cdn.prod.website-files.com/67169eb3fb1f1c5b0eaa1a6a/67d083724cd8180893f89086_SCR-20250311-mzre-2.png" alt="AI condition for angry customers" width="563"><figcaption></figcaption></figure></div>

### 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.

<div data-with-frame="true"><figure><img src="https://cdn.prod.website-files.com/67169eb3fb1f1c5b0eaa1a6a/67d08437d2bb3188fd6d6915_SCR-20250311-nblf-2.png" alt="AI condition for sales leads" width="563"><figcaption></figcaption></figure></div>

### 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.

<div data-with-frame="true"><figure><img src="https://cdn.prod.website-files.com/67169eb3fb1f1c5b0eaa1a6a/67d084cfeb6f09168761234e_SCR-20250311-nciq-2.png" alt="AI condition for deadlines" width="563"><figcaption></figcaption></figure></div>

## 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.

<div data-with-frame="true"><figure><img src="https://cdn.prod.website-files.com/67169eb3fb1f1c5b0eaa1a6a/67d9b7b2941db22448eb7e96_67d088018eb6a9d7a334dd12_SCR-20250311-nhcw-2%20copy.jpeg" alt="AI translation note" width="563"><figcaption></figcaption></figure></div>

## Add tasks with AI

Let AI identify action items and create tasks automatically.

Prompt:

> Extract any tasks or action items from this email.

<div data-with-frame="true"><figure><img src="https://cdn.prod.website-files.com/67169eb3fb1f1c5b0eaa1a6a/67d9b802478eaa4aeaf94b68_67d087c3114e4d5966eb2642_SCR-20250301-jrdi.jpeg" alt="AI task extraction" width="563"><figcaption></figcaption></figure></div>

## 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.

<div data-with-frame="true"><figure><img src="https://cdn.prod.website-files.com/67169eb3fb1f1c5b0eaa1a6a/67d0865542f25dcf5ab0d15a_SCR-20250311-neqp-2.png" alt="AI draft generation" width="563"><figcaption></figcaption></figure></div>