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Draft Visit Replies

Draft customer visit replies using current openings and arrival details

Use this Agent instantly or customize it - no programming needed

Draft a reply to a customer visit request
Reads
  • Customer visit email
    Customer visit email

    Your customer's new email says when they want to visit and what they need.

  • Earlier emails
    Earlier emails

    Your earlier exchange gives context for the customer's request and any unanswered questions.

  • Existing drafts
    Existing drafts

    Your conversation's drafts show whether someone already prepared a reply to this request.

  • Visit details
    Visit details

    Your chosen visit type provides its duration, location, and booking link.

  • Open visit times
    Open visit times

    Your visit schedule shows available start times within the selected search window.

  • Visitor instructions
    Visitor instructions

    Your approved guidance explains arrival and any details customers must provide before visiting.

  • Reply preferences
    Reply preferences

    Your chosen time zone, greeting, sign-off, and search window shape the reply.

Customer inbox
Customer inbox

Your customer inbox supplies the customer conversation and holds the unsent reply draft.
Customer inbox
Visit schedule
Visit schedule

Your visit schedule shows current openings, visit details, and the booking link.
Visit schedule
Does this request already have a reply draft?YesNo
Leave the existing draft in place
Are visit details, openings, or approved instructions unavailable?YesNo
Leave the request for the support representative
Did the customer omit a usable date or required visitor details?YesNo
Save a draft asking for the specific missing details
Writes
  • Visit reply draft
    Visit reply draft

    Your support representative finds an unsent reply in the customer's conversation to review.

Do the customer's preferred dates lack a fitting opening?YesNo
Save a draft offering other times or asking for a wider date range
Writes
  • Visit reply draft
    Visit reply draft

    Your support representative finds an unsent reply in the customer's conversation to review.

Save a draft with an open time and arrival details
Writes
  • Visit reply draft
    Visit reply draft

    Your support representative finds an unsent reply in the customer's conversation to review.

This Agent reads new customer visit requests. It checks current openings and your visitor instructions. It saves a reply draft in the same conversation for your review.

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Made for your industry

Draft Visit Replies is made for businesses in these industries.

Made for your role

Draft Visit Replies is made for people in these roles.

Made for your department

Draft Visit Replies is made for people in these departments.

How Draft Visit Replies works

4 steps, in order, on every run.

  1. Read the visit requestRead the new email and earlier conversation for preferred times and missing details. Check for a draft before writing another.
  2. Check visit openingsCheck the selected visit type for open times and visit length. Compare those times with the customer's preferences.
  3. Write a useful replyOffer an open time with the booking link when available. Share your visitor instructions, or ask for the detail needed to proceed.
  4. Save the draft for reviewSave an unsent reply in the customer's original email conversation. Leave the support representative to review and send it.

How to Get Started

Connect your tools

Connect the tools you already use, such as Calendly, monday.com or Zoom.

8 tools
Set your rules
  • Select the customer inbox or label whose new visit requests should start a run.
  • Select the in-person visit type in the visit schedule and a future search window of no more than 31 days.
  • Provide approved visitor instructions, including the arrival address, check-in directions, access rules, and any details a customer must supply before a visit.
  • Set the local time zone and the greeting and sign-off the team uses for visit replies.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Draft Visit Replies:

Will this book or confirm a visit for the customer?

No. Your team gets an unsent draft offering a time that was open when checked. The customer still needs to book or confirm before you treat it as reserved.

What if the customer has not given a date?

You'll get a draft asking for the specific date or visitor details needed. You choose the future search window, up to 31 days.

What if no opening matches the customer's request?

You'll get a draft with other open times in your search window, or a question asking for a wider date range.

What do I need to set up?

You choose the inbox and visit type. You also set the search window and local time zone. Add your visitor instructions, greeting, and sign-off.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.