Ask Acre AI in workflows

Answer the agent's email

1. 1

   Start on their email

   In a workflow, add the first If with An email is received. The steps under it can read that email.

   An email is received
2. 2

   Add Ask Acre AI

   Tap +, pick Ask Acre AI, and give it a name, like reply. Under What should Acre AI do?, say what to write, then tap The email's text under Insert so Acre AI reads it.

   Ask Acre AIWhat should Acre AI do?The email's text
3. 3

   Pick what it answers with

   Under Answer with, pick Email for an email to send, Text for a text or a note, or Choice to pick one of your options.

   TextEmailChoice
4. 4

   Use the answer below it

   Add Send email to realtor under it. In Subject and the email, tap reply: subject and reply: body under Insert. Tick Reply in the same thread to answer in their thread.

   reply: subjectreply: bodyReply in the same thread
5. 5

   Choose when it goes out

   Pick Send now, or Ask me first: then it waits on the lead with Approve, Edit and Skip, and the lead owner gets a push.

   Send nowAsk me firstApproveEditSkip
6. 6

   Test it, then publish

   In test mode, fire Agent emails you. The test lead stops at the step: tap Use a sample answer, or Ask Acre AI for real to see what it writes. Then Publish.

   Agent emails youUse a sample answerAsk Acre AI for realPublish

Let the answer pick the path

Pick Choice and write the options, like Interested and Not now. Under the step, add an If with the check A step's answer is, pick the step and the option. Each path then does its own thing.

Good to know

• Acre AI sees what came in with names, email addresses, phone numbers and the address taken out, plus the deal so far and your playbook. It writes with fill-ins for the agent, the address and the price, and Acre puts the real ones in when a step sends.
• A message with Acre AI's words never goes out with a price the agent, the deal or your playbook doesn't have, or an offer: it waits on the lead for your OK, with the reason.
• If Acre AI can't answer, or today's requests are used up, the lead takes Didn't work. A new step tells the lead owner there and ends, so the steps below never run without the answer.
• Each step counts as one request or more (a retry too). See Acre AI.
• The Insert list under every text shows what that step can use: the lead's details, what came in with the event, and the answers of Ask Acre AI steps above it.