Smart Follow-Up Emails

Smart Follow-Up Emails in Clari Copilot simplify and automate the task of writing follow-up messages after customer calls or meetings. Powered by RevAI and Smart Summaries, this feature generates clear, empathetic, and context-rich drafts that reps can quickly personalize and send to the meeting participants. 

Reps can leverage these Smart Follow-Up Emails for: 

• Saving time – Reduces the manual effort of drafting follow-up emails, allowing reps to focus on building relationships and moving deals forward.

• Enhancing Engagement – Prompt and thoughtful follow-ups help customers feel heard, valued, and supported.

• Scalability – With admin-managed templates, organizations can scale best practices across the entire sales or customer success team.

• Consistency in Messaging – The Smart follow-up emails provide a consistent messaging framework across the customer base.

Copilot allows creation of these email templates both at the organizational and personal levels.

1. Global Templates for All Users

Admins can access and create follow-up email templates that are available to all users across the workspace. 

For customers with Role-Based Access Control, admins also have the ability to decide which users can access and create templates.

Steps to access global teams:

1. Navigate to the Copilot Suite in Clari Studio.
2. Go to Call Actions under the Integrations section.
3. Click on View Email Template options.
4. This will take you to the Create Email Templates page.
5. You can click the Default Template option in the left panel to view the available draft. 

Steps to create global email templates:

1. Follow the steps mentioned above to go to the Create Email Templates page.
2. Click on Create New Email Template option in the left panel.
3. Choose the recipients of your email template between All Recipients and Customers Only. 
4. Add the Template name, Subject, email content, and dynamic tokens. (Type / to add these variabels, e.g., {{callTitle}}, {{customerNextSteps}}, etc.)
5. Click Save Template. Once saved, your template will be visible in the left panel. 

Note: For Copilot standalone customers, go to Profile > Workspace Settings and follow the same instructions to access and create Follow Up Email Templates.

Best Practice: Keep a few org-standard templates (e.g., "Post-Demo Follow-Up", "Quarterly Business Review Recap", etc.) to ensure consistent messaging.

2. User Template Creation

If allowed by the Admin team, individual users can access and create their own templates.

 Steps to access your own templates:

1. Go to Profile > Preferences, and click on the Copilot tab.
2. Navigate to the Call Actions section in the left panel. 
3. Here you see the Follow Up Email Templates drop-down list.

Steps to create global email templates:

1. Follow the steps mentioned above to go to the Call Actions section.
2. Click on the Add Template option available at the bottom of the Follow-Up Email Templates drop-down list.
3. This will open the Edit email template dialog box. 
4. Choose the recipients of your email template between All Recipients and Customers Only. 
5. Add the Template name, Subject, email content, and dynamic tokens. (Type / to add these variabels, e.g., {{callTitle}}, {{customerNextSteps}}, etc.)
6. Click Save. Once saved, your template will be visible in the Follow-Up Emails Templates drop-down list.  

Note: For Copilot standalone customers, go to Profile > Profile Settings and follow the same instructions to access and create Follow Up Email Templates.

Best Practice: Keep a few org-standard templates (e.g., "Post-Demo Follow-Up", "Quarterly Business Review Recap") to ensure consistent messaging.