Catch up before you reply.
Get a conversation summary or draft a note for the next teammate.
AI assistance
Get to the next reply faster.
Catch up on the conversation, draft a reply, and see what needs following up. AI uses the customer context in WRKZY. You review what it suggests.
SUGGESTED REPLY
Review and edit before sending. Illustrative example.“I’ll check whether installation is included and whether we can arrange delivery after closing, then confirm the details.”
In the conversation
Help with the next conversation.
Summarise the thread, draft a reply, leave a note, or plan a follow-up.
Aarav MehtaMehta Stores · Customer conversation
Could you quote for 20 starter kits?
Make that 40—we’re stocking both stores.
Can they arrive by Friday? Please update the quote.
CONVERSATION SUMMARY
- Quantity updated Message 02
2040 starter kits- Delivery requested Message 03
- By Friday Not yet confirmed
- Customer needs Message 03
- A revised quote
Open question
Can 40 kits be delivered by Friday?
Illustrative example.
Get the wording right.
Draft a reply, adjust the tone, or get a suggested email subject.
Reply in another language.
Translate your draft into one of six supported languages.
Review and edit AI suggestions before using them.
Customer memory
Remember the details that matter.
Keep the customer’s preferences, commitments, and unanswered questions close to the next conversation.
FROM AARAV · CUSTOMER MESSAGE
“Delivery after the store closes would be best. Can you include installation?”
Illustrative message · Source 01
CUSTOMER PREFERENCE
Delivery after closing.
Source 01 · Customer message
OPEN QUESTION
Is installation included?
Source 01 · Customer message
Remember the useful details.
Bring forward customer preferences, commitments, and open questions from messages and records.
Go back to the source.
Open the linked message or record to check the context.
Keep it current.
Edit the summary, reject a fact, or refresh it as things change.
AI deal briefs
Go into the next call prepared.
Catch up on commitments, objections, pricing discussions, and decision timing before you speak to the customer.
Know what’s still open.
Review unanswered questions, risks, and a suggested next action before planning your follow-up.
Check the evidence.
Open the linked sources behind each point to see what was said or agreed.
Refresh before the call.
Generate a new brief from the messages and records you can access as the deal changes.
Contacts and imports
Spend less time entering details.
Read business cards and match spreadsheet columns, then check the details before importing.
EXAMPLE · CONTACT IMPORT
Your spreadsheet“Mobile number”
WRKZY fieldPhone
Suggested match · You confirmRead a business card.
Scan an English-language card, including the back when needed. Check the details and possible duplicates before saving.
Explore card scanning ↗Match your import columns.
Review AI-suggested field matches, make corrections, and save the mapping for your next import.
Explore contact imports ↗Templates and campaigns
Get the message ready to send.
Draft a WhatsApp template and check your campaign before sending.
Start with a draft.
Describe what you want to say. Get suggested wording to edit in the template builder.
Prepare for submission.
Review the suggested category, sample values, and flagged issues before submitting to Meta.
Check before sending.
Review your approved template for unclear wording and variable issues before sending the campaign.
Meta approval is separate. AI review does not change the approved template or send the campaign.
Explore campaigns ↗Workflow assistance
Describe the work you want to automate.
Describe what should happen. Get a workflow proposal to review and build on.
YOUR REQUEST
“When a quote is accepted, create a task to arrange the handover.”
PROPOSED WORKFLOW
- TRIGGERQuote accepted
- ACTIONCreate a handover task
You choose the owner and deadline.
Illustrative proposal. Review and test before publishing.
Start with your own words.
Describe what starts the workflow and what should happen next.
Build on your setup.
Use available lists, tags, stages, and connected email accounts in the proposal.
Review existing workflows.
Look for overlapping audiences, conflicting updates, and recurring handoffs.
Workspace controls
Choose how AI helps your team.
Enable the tools your team needs and choose the customer context they can use.
Turn on what you need.
Choose the available AI tools in workspace settings and test the setup.
Choose what AI can use.
Set which conversations and records AI can draw on. Existing access permissions still apply.
Review before applying.
Check drafts before sending and approve suggested changes before they’re applied.
AI USAGE AND QUALITY
See how your team uses AI.
Review how often suggestions are accepted or edited, whether they include supporting sources, and the recorded results. Export reports or set up alerts and weekly summaries.
Availability depends on workspace settings, permissions, and AI credits. Reports show team totals, not individual rankings.
FAQ
A few useful answers.
Reply assistance prepares text for you to review and edit. You send it through the composer. Configured automations are separate workflows that can execute the actions your team sets up.
Draft translation supports English, Hindi, Arabic, French, Spanish, and German. Check the translated text before sending, especially names, quantities, dates, and commitments.
Some suggestions have explicit review and apply controls, including follow-up and outcome suggestions. Check the proposed change and use the relevant approval control. A generated reply or summary does not itself apply those changes.
No. AI can help draft a WhatsApp template and flag issues for review. Meta decides whether to approve the submitted template. Campaign review checks the approved template; it does not edit it or send the campaign.
Your workspace needs AI enabled, the relevant capability configured, and available AI credits. Your role and access to the underlying records still apply. Admins can test the AI setup from settings.
This page describes assistance for drafts, summaries, suggestions, and workflow proposals. Your team reviews the output and takes the next action. Published automations follow separately configured triggers and steps.
Try AI assistance
Get help with the everyday work.
A conversation to catch up on. A reply to write. A follow-up to plan. Start with what’s on your desk today.
Start free trial14-day Growth trial · No card required