Email Assistant
Workia integrates AI to assist in creating emails. It not only generates text or paragraphs but also analyzes the case information and its context.
To access the feature, head over to the Communications section of a case record and open the email editor. Then locate the Email Assistant icon just beside the Body textbox.
Currently, there are two email types that the Email Assistant can write.
Employee Welcome - The Email Assistant writes an introduction and a welcome message to the employee. You can opt to include some of the case information if available, like the Destination Introduction, Services Provided, and the Relocation Summary.
Check In - The Email Assistant writes an inquiry email to check in with the status of the employee while on the case.
When an email type is selected, you can also choose a tone and it will affect how the content is written.
Aside from the email types, you can also use the Email Assistant to Rewrite your email, this will change the text and the subject of the email content due to its paraphrasing feature.
You can choose the option to create a Custom email in which you can select the following:
Purpose - You can set the context of the email to be written. You can set it to Inform, Persuade, Request, Thank, and Apologize.
Instruct - You can define and instruct the Email Assistant on what it will write.
When an email type is selected, you can also choose a tone, it will affect how the overall content is written based on the option that you have selected.
Once you have finalized the options, click on the "Generate" button and the Email Assistant will fill in the details!
💡 Disclaimer: The Email Assistant feature uses AI, we recommend checking the content before sending out an email.