Lesson 02 · 6 min 6 min

Drafts that sell

Generate, edit and send with no blank page.

Inside every lead there is the «AI suggestions» panel, and it generates two things at once: the prioritized next actions and the drafts to carry them out.

The next actions

  • Each one carries its priority — High, Medium or Low — and its kind: WhatsApp, email, call, meeting, search or data.
  • «Create task» turns it into a task of yours, due in your local time.
  • «Done» marks it complete, and «Undo» brings it back if you jumped the gun.

The drafts

Two of them: one for WhatsApp and one email with its subject. They are written from that lead's real data — their stage, what they have looked at, what was discussed — not from a template with the name swapped.

  • «Open WhatsApp» takes you to the conversation with the text ready.
  • «Send email» goes out from your address and is filed under the lead's emails tab.
  • «Copy» to paste it wherever, and «Another suggestion» regenerates only that one.

And if you already sent it

The draft is marked «Sent» with its date. When you hit «Draft follow-up», the AI does not repeat the same message: it writes the next one, knowing the previous one already went out. That is the detail that avoids the "hi, writing again" nobody recovers from.

The draft language

You pick it at the top, and it defaults to the client's. It is not your message translated: it is the message written for whoever is going to read it.

Tip: Always edit one sentence before sending. Not out of distrust: because a message that sounds exactly like you closes more than a correct one. What the AI saves you is the blank page, which is ninety percent of the work and one hundred percent of the procrastination.