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Email

CRM emailEmails from your business, kept with the customer.

Send an email from any customer's page. It goes out in your business's name, replies come back to the person who sent it, and the email is kept on the customer's timeline.

Duke drafts the emails. You read every word.

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Read the guide

Duke in Email

Emails written for you, sent by you.

Ask for an email in plain words. Duke reads the customer's history, writes it or fills one of your templates, and shows you exactly what will go out, in your business's name.

Who decides

  • Your templates, up to a limitIf you opt in, an agent sends messages that are entirely your approved templates, up to a limit per run.
  • Waits for your approvalHe prepares it and shows a one-line preview. Nothing changes until you approve.
  • Just answersReading needs no approval, and he sees only what the person asking may see.
Meet Duke
Waits for your approval

A sentence in, an email out.

Say what you want to tell someone. Duke writes the email, and you see the subject and every word before approving.

Email Daniel that the fitters can start on the 19th.
Waiting for your approvalEmail Daniel Osei: “Fitting dates for your kitchen”. “Hi Daniel, good news: our fitters can start on Monday 19 Oct. Does that suit you?”ApproveNot now
Just answers

He reads before he writes.

Duke checks the customer's recent emails and WhatsApp messages first, if your role may read them, so a follow-up never repeats what you already said.

What did we last send Daniel?
DukeA quote for the kitchen refit by email on Monday. He replied on WhatsApp on Tuesday asking about fitting dates.
Your templates, up to a limit

Your templates, on a schedule.

An agent can email your approved templates on its own, like renewal reminders, up to a limit per run. Emails Duke writes himself still wait for you.

Agent · Renewal reminders

ScheduleMondays 9:00
Your “Renewal reminder” emailUp to 30 a runOpt-in
An email Duke wroteWaits for youApproval

Email to Kiara Brooks

FromYour business name
Replies go toThe staff member who sent it
SubjectYour quarterly plan ends on 12 Oct
TemplateRenewal reminderNo blanks
StatusQueued → SentOn the timeline

Your name on it

Sent as your business, answered by your team.

The sender name is your brand, so customers know who is writing. Replies go to the staff member who sent the email, straight to their own inbox. Sending runs through Resend or any SMTP service you already use.

  • Send from the customer's page
  • Your brand, never ours, on every email

Email settings

Sender nameHarbourside DentalYour brand
Replies toThe person who sent itAutomatic
Sent throughResend or your SMTP serviceProvider

Timeline

Recorded once it has really gone.

Each email is queued, then marked sent or failed. It appears on the customer's timeline only once it has actually been sent, so the history shows what the customer received.

  • Queued, sent or failed, for every email
  • Beside the customer's WhatsApp messages, tasks and invoices

Timeline · Daniel Osei

Email sent: “Your quote for the kitchen refit”Today 10:14Sent
Task done: call about measurementsYesterday
WhatsApp receivedMon 18:02
Lead createdFri 2 Oct

Templates

Start from a template, never send a blank.

Pick a message template and the email fills itself with the customer's name, your business name and your own name. If a placeholder still has nothing in it, the email isn't sent until you fill it.

  • Your wording, reused across the team
  • Missing details are shown, not sent as gaps

With Duke: ask him to fill a template for a customer and he names any detail that's missing.

Before sending

{{first_name}}Daniel
{{business_name}}Filled from your brand
{{visit_date}}Needs a valueMissing

Drafted by Duke

Read every word before it goes.

When Duke writes emails, each card shows the exact recipient, subject and text. There's one card per customer, and you can approve them one by one or all together.

  • Duke reads a customer's message history before writing
  • Nothing goes out until you approve
Duke's work: five renewal reminder emails drafted, one shown in full, with Send all, Reject all and Not now

Pulse Fitness Studio: renewal reminders Duke drafted, waiting for the owner

Ask Duke

Try these in a live demo, signed in as the owner.

Email customers from where you work.

We connect your sending service and set up your templates in your words. Open a demo to see emails on a customer's timeline.

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Talk to us

We reply by email, usually within one working day. No newsletters.