---
title: Write a follow-up email from a call with AI Chat
description: Draft a customer-ready follow-up email from any recorded call in one click with the AI Assistant chat, then refine it, copy it and send it yourself.
---

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October 27, 2026

# Write a follow-up email from a call with AI Chat

After a call, you can now draft a customer-ready follow-up email with one click. The AI Assistant reads the call, pulls out what was discussed and agreed on, and writes an email you can copy, tweak and send.

You'll find it in the **AI Assistant chat** on any call's **Call details** page.

### Before you start

The call needs a completed **recording** and **transcript**, since the AI writes the email from what was said on the call.

If the call wasn't recorded, or its transcript is still processing, the **Write a follow-up email** option won't be available. It's either hidden or grayed out with a tooltip explaining why. Once the transcript finishes, you can use it.

### Write the email

1. Open the call's **Call details** page.
2. Open the **AI Assistant chat**.
3. Click the **Write a follow-up email** quick action.

The AI Assistant drafts an email with a **subject line** and a **body**, written in a professional support tone. It's built only from what happened on that call, such as commitments you made and agreed next steps. If the caller's name is on file, the email addresses them by name.

#### Placeholders

If the email needs a link the AI can't confirm, such as a booking page or a document, it adds a placeholder like **\[link\]** instead of guessing. Replace any placeholders with the real details before you send.

### Refine and copy your email

#### Make changes

To adjust the draft, type a follow-up request in the same chat. For example:

- "Make it shorter"
- "Add the billing details"
- "Make it more casual"

The AI Assistant updates the email based on your request.

#### Copy it

Hover over the AI Assistant's reply to show the **Copy** button, then click it. Formatting is kept when you paste it into a support ticket.

The email is never sent automatically. It's a draft for you to review, edit and send yourself.

#### Use quick prompts later in a conversation

All quick prompts, including **Write a follow-up email**, are also in a menu next to the **X** in the chat. Open the menu anytime to run a quick prompt, even after you've been chatting about the call for a while.

### Frequently asked questions

**Q: Who can use this?**   
A: Anyone on your account who can open a call's details can use the AI Assistant to write a follow-up email.

**Q: Will the email be sent to my customer automatically?**   
A: No. Nothing is sent automatically. The AI writes a draft that you copy, review and send yourself.

**Q: Why don't I see the Write a follow-up email option?**   
A: The call either wasn't recorded or its transcript is still processing. Check back once the transcript is ready.

**Q: Why does my email say \[link\]?**   
A: The AI won't guess at links it can't confirm from the call. Replace the placeholder with the correct link before sending.

**Q: Will the email include details from other calls?**   
A: No. The email only uses details from the call you're viewing.

**Q: What if the email doesn't generate?**   
A: You'll see an error message with an option to try again. The chat stays open, so you can retry or keep asking questions about the call.

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