Using your AI assistant

Your AI assistant watches inbound messages, surfaces follow-ups, drafts replies, and handles scheduling intent. You stay in control because the outputs are drafts you approve, not messages sent on their own.

What your AI assistant does automatically

• Reads every inbound SMS / iMessage / email.
• When scheduling intent appears ("can we talk Tuesday at 2?"), it checks your connected calendar and proposes confirmed time slots.
• Surfaces "leads who have not been contacted in N days" on the dashboard.
• Drafts a follow-up reply for inbound messages that look like questions; the draft appears in your todo list, not in the lead's outbox.
• Auto-flags leads who reply that they left a Google review (so the system stops asking).

What your AI assistant will not do on its own

• Send a message without your approval (every suggestion is a draft until you click Send).
• Move a lead between pipeline stages (you click).
• Run a drip campaign you did not enable.
• Schedule a meeting on your calendar without confirming the slot with the borrower first.

Coaching your AI assistant

Two ways to teach your AI assistant what good looks like:

• Edit drafts. When you tweak a draft before sending, the system learns the patterns from the diff.
• Settings -> Training instructions -> add prose. Plain-English notes like "always sign off as 'Mike, NMLS 1234567'" get applied to every draft.

When to turn it off

You can turn off the auto-draft behavior in Settings -> AI Assistant -> "Auto-draft replies" toggle. With auto-drafts off the assistant still surfaces todos but does not propose message text.

Why some replies are not drafted

Your AI assistant skips drafting when:

• The most recent activity was an outbound, not an inbound (no question to answer).
• The lead is in a terminal status (not_interested, low_credit, funded).
• A newer message has arrived since the inbound it would draft against (so the draft would be stale).