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Use Rae to improve the speed of lead follow-up while keeping the message personal and based on the latest conversation.

Click Settings &gt; Rae AI &gt; When Rae helps and choose the sales campaigns that should start Rae assistance. Choose Generate Only for drafts reviewed by staff, or Generate &amp; Send when automatic delivery is intended. Click Save when Rae helps.

Open Sales guidance &amp; rules, add approved service facts and handoff rules, and click Save setup draft. Open Review &amp; approve guidance, check the saved version, and click Approve this saved guidance. Click Test Rae replies with a sample inquiry.

For an active lead, click Pipeline in the top bar and click its card. Read Activity before preparing another message. Open Rae Inbox to review any suggested email or text reply.

Edit the draft to match the lead’s question and the business tone. Click Mark reviewed if you only want to record review. If sending is available, choose Approve &amp; send now or select a time and Approve &amp; send later.

Reopen the lead conversation and Rae Inbox status. Check that the reply was submitted before scheduling any additional personal follow-up.

1. Click Settings &gt; Rae AI &gt; When Rae helps and choose the sales campaigns that should start Rae assistance. Choose Generate Only for drafts reviewed by staff, or Generate &amp; Send when automatic delivery is intended. Click Save when Rae helps.
2. Open Sales guidance &amp; rules, add approved service facts and handoff rules, and click Save setup draft. Open Review &amp; approve guidance, check the saved version, and click Approve this saved guidance. Click Test Rae replies with a sample inquiry.
3. For an active lead, click Pipeline in the top bar and click its card. Read Activity before preparing another message. Open Rae Inbox to review any suggested email or text reply.
4. Edit the draft to match the lead’s question and the business tone. Click Mark reviewed if you only want to record review. If sending is available, choose Approve &amp; send now or select a time and Approve &amp; send later.
5. Reopen the lead conversation and Rae Inbox status. Check that the reply was submitted before scheduling any additional personal follow-up.

Learn how to use Rae to create and manage personalized sales follow-ups based on each lead’s conversation.

Using Rae to Create Sales Campaigns and Communications

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