Templates & Smart Tools

1 min

Templates

Templates

• Create reusable email/text replies
• Found under Admin > Email/Text Templates
• Great for:

• New lead intros
• Showing follow-ups
• Offer updates
• Closing congratulations

Smart Messages

• AI-suggested texts or emails inside each contact profile
• Personalize before sending

• The AI suggestions improve the more you communicate through FUB.  It will learn your communication style and use the context of your previous messages

Smart Summaries

• Calls >15 seconds using your FUB number get:

• Transcription
• Bullet-point summary
• Linked to the lead’s timeline

Action Steps

• Create 2 templates
• Use 1 Smart Message
• Review 1 call summary this week