How to send AI Based Emails

How to send AI Based Emails

Email is one of the primary channels for sales communication, and being able to associate those email threads with the relevant deals in your CRM is essential for maintaining context, ensuring continuity, and enabling collaborative selling. Kylas CRM allows users to seamlessly link email conversations with deals, making it easier for teams to stay on top of client interactions.

Kylas now enables you to compose AI-generated emails directly from your CRM. With the help of integrated AI, you can generate professional, personalized email content using simple prompts—saving time and boosting communication quality.

Table of Contents

  1. Prerequisites

  2. Steps to send AI Based Emails

  3. Use Cases

  4. Benefits

  5. Best Practices

  6. Conclusion


Prerequisite

  • You must have Email – Create Access enabled.

Steps to Send AI-Based Emails

1. Log in to Your Kylas Account

2. Navigate to the Email Section

  • Click on the Email icon from the left-side menu.

3. Compose a New Email

  1. Click on the Compose button.
  2. Select the Entity (Lead, Contact, or Deal) and the Associated Record you want to send the email to.

4. Use AI to Generate Email Content

  1. Click on the Write with AI icon at the bottom of the compose window.
  2. Enter a prompt describing what kind of email you want to write.
  3. Click on Write.
Notes

đź’ˇ Example Prompt: "Write a follow-up email after a product demo highlighting benefits and asking for feedback."

5. Review and Insert the AI-Generated Email

  • If satisfied, click the Insert button (bottom-right) to add the content to your email.
  • If you want to make changes, update your prompt and click Rewrite to generate a new version.

6. Send the Email

  • Once finalized, click Send to deliver the AI-generated message to the recipient.


Alternative Access: Entity Productivity Panel

You can also use the AI email feature directly from a Lead, Contact, or Deal page by navigating to the Productivity Tools section and choosing Compose Email.


By leveraging AI-based emails in Kylas, you ensure timely, relevant, and well-written communications—without spending extra time drafting from scratch.



Use cases:

Idea

Use Case

Description

Post-Demo Follow-up

Quickly generate follow-up emails after a product demo, summarizing key points and outlining next steps.

Lead Nurturing

Send timely and personalized content to prospects across different funnel stages to keep them engaged.

Meeting Confirmations

Automatically draft confirmation emails with date, time, and agenda based on short prompts.

Proposal Submission

Share proposals or quotes with a compelling message generated using a professional AI tone.

Re-engagement

Send reactivation emails to dormant leads with personalized value propositions.

Thank You Emails

Express gratitude post-conversations, onboarding, or deal closure with minimal effort.



Benefits of Using AI-Based Emails in Kylas

Info

  • Time-Saving: No need to start from scratch—AI generates ready-to-use, structured email content instantly.

  • Prompt-Driven Personalization: You can tailor emails just by describing what you need in a few words.

  • Professional Tone and Structure: Ensures your communication looks polished and on-brand every time.

  • Faster Follow-ups: Reduce delays in responding to prospects and customers by automating message drafting.

  • Improved Engagement: Well-written, timely emails enhance the likelihood of replies and conversions.

  • CRM-Integrated Workflow: Everything happens within Kylas—no need to switch tabs or apps.


Conclusion

With AI-based email generation in Kylas CRM, sales teams can communicate more effectively and efficiently. Whether it’s a quick follow-up or a detailed proposal message, the AI engine helps you craft high-quality, relevant emails with ease. This ensures that you’re always on top of your client interactions—without spending unnecessary time drafting. Embrace this smart feature to boost productivity, consistency, and professionalism across your sales communications.


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