Emailing a client
Communicate with your clients via email directly within Slant.
Communicating with your clients via email directly within Slant is a powerful way to keep your interactions organized and leverage Slant’s AI capabilities.
Sending an email
When you’re viewing a client’s record in Slant, you’ll find an option to send them an email directly.
Navigate to the client record.
Click 'Send email' in the top-right corner.
You can also navigate to the Email tab in the client record for a more complete view of all email interactions.
Compose your email.
A familiar email interface will appear, allowing you to write your subject line and body, add attachments, and format your message.
Send the email.
Reading past emails
All emails sent and received through Slant (or synced from your connected email account) are stored within the client’s record, providing a complete communication history.
Navigate to the client record.
Click the 'Email' tab.
Find the email you're looking for.
You can either search for the email or scroll through the list of emails. Click into an email to view the full content, including any attachments.
How email informs your Slant assistant
Emailing through Slant isn’t just about convenience; it’s a key way to make your Slant assistant smarter and more helpful. Your assistant continuously learns from your email interactions with clients.
By analyzing the content of these emails, Slant can:
- Understand client preferences: The assistant picks up on what your clients like, dislike, and their specific needs or requests mentioned in emails.
- Gather context: Past email conversations provide valuable context for future interactions and tasks. The assistant can refer to previous discussions to better understand current situations.
- Identify trends: Over time, patterns in communication can reveal important trends in client behavior, common questions, or recurring issues.
The more you use email within Slant, the more attuned your assistant becomes to each client, allowing it to provide more personalized and effective support. This helps ensure that both you and your Slant assistant have a comprehensive understanding of your client relationships.