Getting Started With Ask AI
Use AI to save time writing emails, social posts, and summarizing long customer conversations.
For: All Users
Time: 5 minutes
Instructions
1
AI in Conversations
When looking at a long message thread, click the AI icon near the top to generate a quick summary of the conversation.
[SCREENSHOT NEEDED: AI summary button in Conversations]
2
AI in the Email Builder
When writing an email, click the AI icon to help you write a subject line or draft the body of the email based on a short prompt.
[SCREENSHOT NEEDED: AI writing assistant in Email builder]
3
AI in Social Planner
Click the AI icon in the Social Planner to generate captions and hashtags for your posts.
What Success Looks Like
- You can generate AI content in at least one tool.
Last updated: 10/1/2026