Inbox

AI Assistant: Chat

Ask the assistant in plain English to draft replies, create rules, reconfigure its tone, and analyze conversations.

Beginner4 min read

Chat is a conversational assistant for your inbox. Ask it in plain English to draft a reply, create a rule, change how it writes, or analyze a conversation — no menus needed.

Where to find it: Left menu → Sales → Outreach → Inbox → AI Assistant → the Chat tab. Part of the AI Assistant & Rules guide.

The AI Assistant Chat tab: an AI Assistant Chat panel marked Online with an intro listing what it can help with (Email responses, Rule creation, Configuration, Analysis, Insights), Help with Response and Create Rule buttons, quick-prompt chips, and an Ask me anything about your inbox input box.

Ask the assistant in plain English — drafts, rules, analysis and insights.

What you can ask

Ask for…Example
Email responses“Help me reply to this customer complaint.”
Rule creation“Create a rule for billing inquiries.”
Configuration“Make my responses more professional.”
Analysis“What’s the sentiment of this conversation?”
Insights“Show me priority emails from today.”

How to use it

  1. Open AI Assistant → Chat.
  2. Type your request in Ask me anything about your inbox…, or tap a quick-prompt chip.
  3. Use Create Rule to turn a request into a saved rule, or Help with Response to draft a reply.

💡 Tip: Chat is the fastest way to build a rule — describe it in a sentence and the AI adds it to My Rules for you.

FAQ

Is it different from the CRM’s Ask Darwin?

This chat is focused on your inbox — replies, rules and email insights — rather than the whole platform.

Can it actually create rules?

Yes — ask it to, or use the Create Rule button, and the rule appears under My Rules.

Does it send emails directly?

It drafts; sending still follows your Require Approval setting.

Keep reading

  • AI Assistant & Rules

    Let AI triage and draft your email: an overview of the Settings, My Rules, Review, Active and Chat tabs and the Require-Approval workflow.

  • AI Assistant: My Rules

    Automate incoming mail with WHEN-THEN rules: how a rule works, how to add one (or build it from Chat), and how to pause it.

  • AI Assistant: Settings

    Turn the AI Assistant on and set how it behaves: the AI Assistant, Require Approval, Product Recommendations and Learning Mode toggles.

More ways to get help

These guides are the same ones that sit inside the app’s help center, next to the screens they describe. If you prefer to watch, the Marketing Titan Academy has short video courses recorded in the product. Signed in, you can also ask Darwin, the built-in assistant, to explain a screen or do the step for you. If something is not covered here, contact us and a person will answer.

Try it yourself

Every guide here describes the live product.

Start free and follow along: every core module, unlimited users, no card required.