Steps
Tap Lily in the bottom navigation.
Choose a quick action or type what you need.
Mention the contact, event, meeting, or next step Lily should use.
Review Lily's response before saving or sending anything.
Edit drafts so they sound like you before sharing them externally.
What Lily can help with
Lily can help turn meeting notes into follow-up drafts, organize context, capture a new contact, and help you remember relationship details.
On eligible plans, Lily can also support sales workflows with product context and outreach history.
Common fixes
If Lily gives a generic answer, add more context about the contact and your goal.
If a draft looks wrong, edit it before sending and add missing facts.
If Lily is unavailable, check your plan limits and connection.
Frequently asked questions
Does Lily send messages automatically?
No. Lily helps draft and organize. You should review and send messages yourself unless a specific workflow clearly says otherwise.