After a meeting, speed wins. Swopi AI drafts a follow-up email from the specific lead's context, name, company, industry, meeting notes, in a few seconds.
Swopi never sends emails by itself. You review the draft, edit it and send it from your own email client.
#How to write a follow-up
- Open a lead in Leads and click the Follow-up button (AI gradient).
- The AI immediately starts drafting, subject and body.
- Pick a tone: Professional, Friendly or Brief. Switching the tone regenerates the draft.
- Edit the text freely right in the dialog.
- Finish with one of the buttons:
- Open in email, opens your email client with the subject and body pre-filled,
- Copy, copies subject + body to the clipboard (for your CRM, a LinkedIn message…),
- Regenerate, a fresh draft with the same tone.
#What the AI uses
- the lead's name, position and company,
- company insights from AI enrichment (industry, what the company does),
- your meeting notes, the more specific the note, the more personal the email,
- your name as the signature,
- a link to your Swopi card, appended automatically at the end of the email, so the recipient saves your contact in one click.
#Tips
- Lead has no email? Let enrichment finish first, it often finds a verified email (Teams plan), or confirm the AI email suggestion in the lead detail.
- Save a note right after the meeting ("wants a demo in September, Q4 budget"), the follow-up will fit perfectly and the intent score gets sharper.
#Availability
AI follow-up is available from the Premium plan; it works best with company insights from the Teams plan.