Using the AI Reply Assistant
The AI reply assistant reads a customer's message and drafts a professional response for you. It saves you time on routine replies — booking confirmations, quote follow-ups, rescheduling requests — without replacing your judgment. You always review and send.
How to use the AI reply assistant
Go to Messages in the sidebar and click on any thread. Open threads with a customer message you need to respond to.
Below the reply box, click the "AI Suggest Reply" button. The assistant reads the conversation history and the customer's latest message, then generates a draft reply.
The suggested reply appears in the reply box. Read it carefully. Check that the tone is right for this customer, the facts are accurate, and any prices or dates mentioned are correct.
Click into the reply box and edit the draft as needed. You might want to personalise it, add a specific date, or adjust the wording. The AI gives you a starting point — you make it yours.
Click "Send" when you are happy with the message. The reply is delivered to the customer via the same channel they used.
Getting better suggestions
The AI reply assistant uses the full conversation history and your business profile to generate replies. The more context it has, the better the draft will be.
Go to Settings → Business profile and fill in your trading name, the services you offer, and your usual working hours. The AI uses this to write replies that sound like your business rather than something generic.
If the thread has a job linked to it, the AI can reference the job details — date, engineer, address — in the reply. Link threads to jobs wherever possible for the most relevant suggestions.
Always review before sending
The AI assistant is designed to save you time, not to send messages without your knowledge. It can occasionally make mistakes — getting a date wrong, suggesting a price that doesn't match your quote, or missing the tone of a sensitive situation. Always read the draft and make corrections before hitting Send. You are responsible for every message sent from your account.
When the AI reply works best
“Thanks for booking — we'll see you on Thursday at 9 am.” The AI handles these quickly and consistently.
Chasing an outstanding quote politely without sounding pushy is something the AI does well.
Offering alternative slots and apologising for any inconvenience — the AI keeps the tone professional.
For sensitive situations — complaints, disputes, or emotionally charged messages — write your own reply. AI drafts can feel impersonal and may not reflect the care and attention the situation needs.
AI usage limits
AI reply suggestions count towards your monthly AI usage allowance. The number of suggestions included each month depends on your plan. You can check your remaining usage in Settings → Plan & usage. If you reach your limit, you can upgrade your plan or purchase additional AI credits.
Use AI suggestions for the replies that benefit most from a polished draft — not every single message. A one-line “On my way!” reply is quicker to type yourself than to generate with AI.
Try the AI reply assistant in Trade2Base. Sign up free — no card required.
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