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DocsAI Smart Reply
Dynamic, context-aware email reply suggestions powered by your CRM data and writing style
What intent chips do
Context-aware reply suggestions that adapt to each email.
When you open an inbound email, up to five context-aware chips appear below the body showing the most likely reply actions for thatspecific email. Labels are generated from the email content (e.g. “Accept the meeting”, “Push back on timeline”, “Send the proposal”). Two universal chips (Quick thanks and Custom…) are always appended to the end of the row.
Clicking a chip opens the inline reply and streams an AI-generated draft character-by-character. Edit the draft, or click Send.
Tone axis
Orthogonal to chip intent.
Below the chips, a tone pill group lets you pick: Warm, Direct, Formal, Casual, Brief, Professional, or Match sender. Tone applies to the chip you click. Your default is stored in your profile and persists across emails.
Writing style personalization
The AI analyzes your last 30 sent emails (from the connected Gmail/Outlook account) to extract your voice — preferred greetings, signoffs, formality, and tone. Replies are written to match. Refresh or delete the profile anytime from Settings → Profile → Data controls.
Regenerate, custom prompts, and pop-out
- Regenerate chips: click the circular refresh icon at the end of the chip row to ask the AI for a fresh set of suggestions for the same email.
- Custom prompt: click Custom…to open a text input for a free-form instruction (for example “Reply in German with an apology for the delay”). Uses the same tone pill you have selected.
- Pop out to full compose: if you need attachments, CC tweaks, or more editing room, pop the streamed draft out of the inline reply into the full compose window — the AI-written body is preserved.
Keyboard shortcuts
Press 1–5 to trigger the first five chips without reaching for the mouse. Press Alt+T to cycle through tones. Press Escduring generation to stop — partial text is preserved so you can finish editing without losing what streamed. Shortcuts only fire when chips are visible and you are not typing in an input.
Thread awareness
The AI sees the last 3 messages of the thread verbatim plus an AI-generated summary of up to 7 older messages. For long threads, this means replies can reference context from much earlier in the conversation.
Special email types
- Calendar invites:chip set swaps to Accept / Decline politely / Propose new time / Ask for agenda. These are text replies — they don’t create real calendar invites.
- Marketing / newsletters: chips are suppressed to avoid replying to a machine.
- Forwards: the AI knows the reply goes to the forwarder, not the original sender.
- Unmatched sender: chips still appear but with generic context. An Add contact link appears below the chip row so future replies can use CRM data.
- Outbound emails: chips do not appear on emails you sent. They are only shown for inbound messages.
- Bulk-select mode: when you are selecting multiple emails, chips are hidden to keep the list action bar clean.
When chips don't appear
Common reasons and how to resolve them.
- AI is not configured:an “Enable AI reply suggestions” card replaces the chip row. Admins can click through to the provider setup; non-admins see a note to contact an admin.
- Rate limit reached:an amber “AI rate limit reached. Try again later.” banner appears. See the rate limits below.
- Empty / marketing email: chips are suppressed (there is nothing meaningful to reply to, or the email is automated).
- Generation failed:if the LLM returns no usable chips, the email falls back to a static set (Acknowledge, Ask for details, Propose a time, Provide info, Decline politely) plus Quick thanks and Custom. A “Using default suggestions (AI unavailable)” note appears.
Privacy
Where your email data goes.
- Email body content is stored in your CRM to enable search and fast AI replies.
- Bodies are encrypted at rest and purged when you delete emails.
- When you click a chip, the email body + CRM context is sent to your org’s configured AI provider (OpenRouter, Anthropic, or OpenAI).
- Full data controls: Data controls. Admin controls: Data privacy.
Rate limits
- Chip generation: 60 per rolling hour per user
- Reply generation: 20 per rolling hour per user
- Writing style refresh: 3 per rolling hour per user
When the cap is reached, chips remain visible but click-to-generate and the chip endpoint return an error with a Retry-Aftercountdown (in seconds). Usage also counts against your org’s AI plan quota — if the plan quota is exhausted you’ll see a separate “Monthly AI usage limit reached” error and can add your own API key to continue.