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Follow up & convertPro+ · Updated August 2026
Draft-first email and SMS
The assistant writes in context but waits for approval before anything goes out.
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Pro+Follow up & convert
“Want me to send this now, or tweak the wording first?” — the guardrail, live. The walkthrough video for this feature is being filmed — every feature is getting one.
What it includes
Reads the contact record before drafting Respects DND and quiet-hour rules Shows the draft before sending and logs approval
Common use
A lead needs a fast, personal response, but agents still need control over the final message.
Espo difference
You get speed without turning your database into an unsupervised auto-blast machine.
How it works
Watch it do the work.
01
It reads the record before it writes a word
The assistant pulls the contact, checks do-not-disturb on every channel, and untangles which deal you mean — here it found two active deals and picked the showing-related one, out loud.
02
You see the draft before anyone else does
It writes in context from the contact’s real history, shows you the message, and asks. Nothing reaches a client until you say so.
03
Approved, sent, logged
The send lands in the conversation thread, and the draft, your approval, and the delivery all live in the contact’s activity history — so a team lead can always see what went out and who OK’d it.
Real product screenshots from a demo workspace — not mockups.
Common questions
Asked about this feature.
What exactly does “draft-first” mean?
The assistant writes the email or text using the contact’s actual history, then shows it to you and waits. Nothing reaches a client until you approve it — speed without an unsupervised auto-blast machine.
What rules does it check before proposing a send?
Do-not-disturb flags on the contact, quiet hours, and channel preferences. If a contact shouldn’t be texted, it says so instead of drafting the text.
Is there a record of what was approved?
Yes — the draft, your approval, and the send are all logged in the contact’s activity history, so a team lead can always see what went out and who OK’d it.
Can I edit the draft instead of just approving it?
Of course. Tweak a line yourself or tell the assistant what to change — “warmer, and mention the Saturday open house” — and it revises before sending.
See it running on your market.
Thirty minutes with the founders, no deck. We walk this feature — and the rest of the engine — against your actual listings and pipeline.
See the current implementation
Each page describes what is live today, what it needs, and which plan includes it.
Start with the smallest working set
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