Using Melanie AI
How Melanie suggests follow-ups, what she will and will not send on her own, and how to coach her.
Melanie is the AI assistant inside LendAxiom. She watches your inbound messages and surfaces follow-ups, drafts replies, and handles scheduling intent. You stay in control because Melanie's outputs are drafts you approve, not messages she sends on her own.
What Melanie does automatically
- Reads every inbound SMS / iMessage / email.
- When she detects scheduling intent ("can we talk Tuesday at 2?"), she 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 Melanie will not do on her own
- Send a message without your approval (every Melanie 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 Melanie
Two ways to teach Melanie what good looks like:
- Edit her drafts. When you tweak a draft before sending, she 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 her off
You can turn off the auto-draft behavior in Settings -> Melanie -> "Auto-draft replies" toggle. With auto-drafts off Melanie still surfaces todos but does not propose message text.
Why some replies are not drafted
Melanie 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 she would draft against (so the draft would be stale).