The Engage agent

Engage prepares writing for review using your saved business description, voice and the context available for the task.

Select Engage in Vela and type your instruction in chat. Name the record, conversation or campaign and request an opener, reply, follow-up or comment draft. Starting beside a record or conversation keeps that page's context with the request.

A sample request is: "Prepare a short reply to this conversation. Keep the pricing promise and date already discussed."

What it prepares

Engage can use supported opportunities, business context, campaign information and relevant conversation history. It can receive work handed over by another role and prepare drafts with a destination and supporting information.

A draft must not invent a price, meeting, consent or a claim that something was sent. Review any missing information rather than treating the draft as checked fact.

Review before use

Open Agents, then To review, or click the character beside the relevant page. Read the full draft and evidence. Use Edit draft where offered, save your words and review again.

Saving a draft does not send it. Campaign starts, publishing and sending retain their application checks and review. LinkedIn items that say to copy and open LinkedIn remain manual.

See Set your agents' business context and limits, Review what an agent prepared and Agent allowances and paid work.