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How to customize Follow-Up prompt and auto-generate emails

Learn how to alter the default follow up prompt and use that to auto generate your follow up emails

Rafiki Customer Success Team avatar
Written by Rafiki Customer Success Team
Updated over a year ago

How to customize the Follow-up prompt

  1. Login to Rafiki

  2. Navigate to Settings > General > select Customize Prompt on the left pane.

  3. Clone the default prompt, edit sections as needed ( for example the default prompt has sections to generate timestamped key moments from the call – you can remove this if you do not want the AI engine to generate time-stamped key moments), and save it under a new name

Default Follow up prompt

You can use the default follow-up prompt as is too.

How to use this prompt and auto-generate emails

  1. Navigate to Meetings Dashboard

  2. You will see this icon highlighted in the screenshot below if you are the host of that meeting and you have a Premium Rafiki license

  3. Click the icon to open the Follow-up email generation window. Select the newly saved follow-up prompt and click on the Generate button

    Once you click the generate button a follow-up email will appear in the right pane in 20-30 seconds. Please verify the email for correctness, and edit as needed.

    Auto generated email msg from Rafiki

  4. Click on the send email button in bottom right. This will open a new window with your email provider (currently GMail and Outlook are supported providers) with the To, Subject, and Body auto-populated.

Sample follow up email

Click on the Gmail or Outlook send button to send the email.

If your meeting and account or deal were linked in Rafiki, this follow-up email will be pushed to the CRM Notes section.

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