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How to use the AI Assistant in Copilot CRM

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Introduction

This article provides a detailed overview of how to utilize the AI assistant inside Copilot CRM to generate marketing copy. The step-by-step guide will help you understand the functionality of this groundbreaking tool and how to effectively incorporate it into your marketing strategies.

Introduction

In this article, we delve into the latest addition to Copilot CRM by Mike Andes—the AI assistant for copywriting. Launched inside the document editor of Copilot CRM, this tool aims to streamline the process of generating marketing copy. While it's not going to replace a copywriter fully, it can certainly get you 90-95% of the way there.

Opening Copilot CRM

  1. Navigate to the Copilot CRM dashboard.
  2. Click on the 'Marketing' section.
  3. Proceed to the 'Emails' area.

Note: Currently, there are V1 and V2 builders, but V1 will soon be deprecated according to Mike's recent video. Focus on using the V2 Builder for future-proofing.

Using the AI Assistant

Step-by-Step Guide

  1. Open the Email V2 Builder

    • Enter the 'Marketing' tab and go into 'Emails'.
    • Select the 'V2 Builder'.

  2. Drag and Drop a Paragraph Block

    • The V2 Builder allows you to use 'BeFree', a drag-and-drop tool.
    • Drag a 'paragraph' block into your email template.

  3. Activate the AI Assistant

    • Click into the paragraph block.
    • On the left sidebar, you'll see an option to "Write with AI". Click on it.

Creating Prompts

Why Hire a Lawn Care Professional?

This prompt generates 7 reasons to hire a lawn care professional:

  1. Expertise: Knowledge and expertise in lawn maintenance.
  2. Time Savings: Saves time for other essential tasks.
  3. Equipment: Access to necessary and advanced equipment.
  4. Consistency: Regular maintenance ensuring year-round beauty.
  5. Cost-Effective: Long-term savings by preventing damage.
  6. Healthier Lawn: Proper use of fertilizers and watering techniques.
  7. Increase Property Value: Boosts property value for resale.

Holiday Email Example

Prompt: Write a holiday email for Callahan's Lawn Care which maintains landscapes for the Fourth of July and request an estimate.

Response: The email discusses ensuring lawns are ready for celebrations, offers special discounts, and encourages clients to contact them for various services. It’s a thorough holiday message that keeps your services at the forefront.

Overdue Invoice Email

Prompt: Write an email to follow up on an overdue invoice.

Response Summary: The AI assistant creates a polite yet firm follow-up email for overdue invoices. It includes sections for invoice number, due date, and actions required from the client.

Example Prompts Used

  • Write a holiday email for Callahan's lawn care which maintains landscapes for Fourth of July and request an estimate.
  • Write an email to follow up on an overdue invoice.
  • Write a welcome email for Callahan's Lawn Care which mows lawns, with benefits of time savings, and has the following call to action: request an estimate.

Keywords

Keywords:

  • AI Assistant
  • Copilot CRM
  • Email Marketing
  • Marketing Copy
  • V2 Builder
  • Lawn Care
  • Overdue Invoice
  • Holiday Email
  • Prompts
  • Paragraph Block

FAQ

FAQ:

  1. How can I access the AI Assistant in Copilot CRM?

    • Navigate to the 'Marketing' section, then to 'Emails', and select the 'V2 Builder'. Drag a paragraph block and click on "Write with AI" in the sidebar.

  2. What kind of marketing content can the AI assistant generate?

    • The AI assistant can generate various types of marketing content including holiday emails, invoice follow-ups, and more.

  3. Will the AI Assistant completely replace my need for a copywriter?

    • No, while the AI Assistant can get you 90-95% of the way there, some human customization and personalization will likely be necessary.

  4. Can I use the AI assistant for other types of communication beyond marketing emails?

    • Yes, the AI Assistant can be utilized for various communication needs such as follow-up emails, welcome emails, and more, as long as you provide the appropriate prompts.

  5. How can I personalize my AI-generated content?

    • Once the AI generates the initial copy, you can tweak it for tone, add specific details, and ensure it aligns with your client avatars and specific needs.

By utilizing the AI Assistant in Copilot CRM, you can significantly streamline your email marketing efforts. Whether for invoicing, client communication, or special occasions, it promises to add a layer of efficiency and creativity to your marketing strategies.