Steps
Open the contact or Lily.
Choose the AI draft or follow-up action.
Include details such as where you met, what they care about, and what you want to ask for.
Review the draft for accuracy and tone.
Send the message from your preferred email, messaging, or CRM workflow.
What makes a good follow-up
A good follow-up mentions a real conversation detail, keeps the ask clear, and avoids sounding like a mass template.
If you have a scheduling link saved, use the real link rather than leaving placeholder text.
Common fixes
If the draft is too broad, add one specific note from the conversation.
If the message is too formal, ask Lily for a warmer or shorter version.
If the next step is unclear, rewrite the final sentence around one action.
Frequently asked questions
Can Lily write different tones?
Yes. Your writing preferences and edits help guide future drafts toward your preferred style.