Replies posted by joshstandley

9 Replies

S
Karbon Team
Simon HiltonKarbon Team
asked in Karbon AI

What should we build next with KarbonAI

This might not be AI related, however, it would be nice when we send client requests to have a “read receipt” capability so we know the client opened/received the request. Then perhaps AI could find the right verbiage to write a better request using how frequent the client opens the email or does not. I’m not sure if I’m making sense here...

27
SamG
Sr. Karbon Community Guide
2 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

New AI Feature Release Update

When selecting to inset the email template, it would be nice if there was a dropdown menu to list the different ones created. I think this would be helpful to allow other users to see the options they have. Otherwise, if you don’t know it exists it will take more time to go to the settings (assuming you have permission to do so) and perhaps go unused. 

11
joshstandley
Rising Star
9 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

New AI Feature Release Update

I can’t seem to find where to put this… I’m so excited you have created email templates! However, I’m unable to save any once I write in the email body section and wanted to provide feedback about this. Thank you! I had to make the browser full screen in order to save the email body content.

11
joshstandley
Rising Star
9 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email TemplatesBlog

While trying this feature out it will not allow us to save an email template once we enter information into the “email body” section.

220540
Melissa Gock
Rising Star
4 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

New AI Feature Release Update

I can’t seem to find where to put this…I’m so excited you have created email templates! However, I’m unable to save any once I write in the email body section and wanted to provide feedback about this.Thank you!

11
joshstandley
Rising Star
9 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

New AI Features: Coming Soon!

Can’t wait!

11
T
Beginner
10 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

So far I’m loving this summarize feature! I feel like I’m already saving time responding to client emails. I can’t wait to see what comes next!

68
A
Newcomer
8 months ago
joshstandley
Rising Star
joshstandleyRising Star
asked in Share Tips & Best Practices

Request/Question Documentation

Thanks for everyone feedback thus far. I agree, we should be preempted as much as possible. These are just for items we need to document and make sure are resolved, usually QBO issues will the be most common I think. Love what everyone has shared!

3
joshstandley
Rising Star
11 months ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Share Tips & Best Practices

Work-around: Email templates

Yes, I’ve been asking for email templates forever 1-2 years now!

8
Stupefly
Rising Star
1 year ago

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