In this guide, you’ll learn how to use the AI Assistant in LeadCenter.ai to quickly generate personalized, professional emails directly from a contact record. The AI Assistant helps you save time by drafting context-aware messages and automatically inserting shortcodes that personalize each email with contact-specific details.

Step 1: Open the Contact Record

1. Log in to your LeadCenter.ai account.
2. From the Sales Pipeline or Contacts Dashboard, open the contact record for whom you want to send an email.

Step 2: Launch the AI Assistant

1. Inside the contact record, click on the AI Assistant button.
2. This opens the AI Assistant panel, where you can choose from several preset prompts or type your own request.

Step 3: Generate an Email

You can either:

• Choose from available templates (for example, “Investment Proposal”), or
• Type your own prompt describing the type of email you want (e.g., “Follow up on retirement consultation”).

Click the Generate button, and LeadCenter’s AI will instantly create the email draft.

Step 4: Review and Customize the Email

The generated email automatically includes shortcodes, which will later pull real contact data (like the client’s name or meeting link) when sent.

For example, if the AI includes a scheduler’s calendar link, you can tell it to replace the scheduler link with the contact owner’s link, and the system will update it automatically.

Once you’re satisfied with the draft:

1. Click Copy Content to move the text into your email editor.
2. Make any final adjustments as needed.

Step 5: Send the Email

After reviewing your message, click Send to email the contact directly.