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AI connector use case · Replies

Draft a careful reply and review it before it is sent

For complaints and tricky questions, let the AI read the chat and draft a reply, then edit it and tell it to send only when you are happy.

  • Reading on
  • Sending
DRAFT, CHECK, THEN SEND: AI reads the chat; You edit the draft; Send only when happy

The prompt

Copy this into Claude, ChatGPT or Gemini

Read my chat with Sara. She's unhappy about a late delivery. Draft a short, kind reply that apologises and offers a new delivery date of Friday. Show me the draft and wait for my OK before sending.

Change the names, times and amounts to your own.
  • Reading on: Switch on “Let Claude read my chats and orders” on the Claude tab of InboxCRM’s HTTP API window.
  • Sending: Sending a text, picture or file works with only the HTTP API switched on.

Step by step

How to do it

What you get: Calm, well-written answers to the messages that are hardest to reply to.

  1. 1Switch on reading in InboxCRM.
  2. 2Paste the prompt and say "wait for my OK".
  3. 3Read the draft and ask for changes in plain words: shorter, warmer, no discount.
  4. 4Say "send it" when it is right.

Tips

  • Tell the AI what you can and cannot offer before it drafts.
  • Save a good apology as a quick reply for next time.

Watch out

The AI only waits if you ask it to. Always write "show me first" for sensitive replies.

Connector tools used:read_chatsend_text

Not connected yet?

Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.

Set up the AI connector

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