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AI Email Template Generator

Streamline the process of creating email templates with the AI Template Generator.

Written by Sanjana Panigrahi

Create email templates with AI assistance by entering different prompts. The AI Generator streamlines the process of creating email templates, making it more efficient and user-friendly.

Here’s how you can generate your AI email template:

1. First, open your mailbox and create a new email template or edit an existing one.

NOTE: You can also create a new email template in Email Triggers and in Email Templates on Admin Settings.

2. Click on the blue AI Assist button to access the feature and add a prompt.

3. To get the most accurate results, we recommend providing as much information as possible.

You can include details such as the purpose, recipient's role, information on tone, formality, desired outcome, and specific requirements, which allows for personalized and effective templates.

The more comprehensive your input, the better the generated templates will be. Don’t be afraid of being creative!

After inserting your prompt, you can save it by clicking the "Save" icon.

You will be asked to name your prompt and you can decide whether you want to share it with your teammates or not. Don't forget to hit "Save"!

The prompts will be stored in the "Saved Prompts" section, which will help you save time writing manual prompts for specific needs.

By clicking on "Saved Prompts", you can pin and unpin the prompts you have saved.

4. After submitting your prompt you can regenerate, copy, paste, or insert the response directly into the email editor.

5. The subject line of the email is also automatically populated once you insert the template.

NOTE: Users can include placeholders in the prompts, however, we recommend replacing the AI-generated placeholders with the placeholder from the dropdown to avoid potential errors. Please refer to the video for more context.

FAQs


What languages does this feature support?

The AI-Assisted Email Template Creation feature currently supports the following languages:

  • English

  • Deutsch

  • Français

  • Dutch

  • Español

  • Português

  • Japanese

  • Finnish

Is there any limit to the number of prompts I can save?

The limit of prompts that can be saved is 50.

How many prompts can be pinned?

You can pin up to 50 prompts.

Why do placeholders need to be updated by the user?

Recruit CRM placeholders have a specific format, like {candidate_name}, {candidate_city}, etc. However, AI may generate different results in terms of placeholders, such as [candidate_fullname], or , etc. Therefore, users are advised to update the placeholders using the placeholder dropdown to avoid issues. If placeholders are incorrectly added, they will not work.

Is there a limit to the use of this feature?

Yes, the AI-Assist feature has monthly token limits that vary based on your plan. Token usage includes both input and output, and may vary depending on the language and content.

Monthly token limits per user:

Free Plan – 50K tokens
Pro Plan – 5 million tokens
Business Plan – 10 million tokens
Enterprise Plan – 20 million tokens

These limits apply collectively to the following AI features:

• Generate Note Summary
• Generate Call Log Summary
• Generate Email Template
• Generate Email
• Generate Email Sequence
• Email Reply Suggestion
• Generate Candidate Summary
• Generate Job Description

Note: These token limits currently do not apply to AI Sourcing and AI Boolean Search.

What happens if I reach the token limit?

If users reach the token limit, the AI-assist features will stop generating new content until the next monthly cycle begins. Users will also get this error:

"Oops! It seems you have exhausted your 2 million token limit for this month. It will be restored on {date in this format 20 May 2023}"

Hope this helps :)

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