Tregovia AI Composer reads client context from appointments, invoices, estimates and deals, then writes email and SMS drafts in your tone. Your team reviews every draft before anything sends.
AI Composer
Pending review
Client
Draft readyMira Patel — No-show follow-up
Purpose: re-engagement after missed appointment
Subject
Sorry we missed you — want to reschedule?
Draft
Hi Mira, we noticed you could not make your appointment yesterday. No problem — things come up. Would you like to reschedule? You can reply here or call us directly. Best, the team.
12
Pending review
48
Accepted
41
Sent
Workflow
Pick a client and purpose, let AI pull the relevant CRM context, then review, edit, accept and send — all without leaving Tregovia.
Select the client and the reason: follow-up, reminder, reactivation, no-show, invoice, estimate, deal or a custom request.
Pick email or SMS and set the tone — friendly, professional, clinical or concise — to match the moment.
AI Composer reads appointments, invoices, estimates or deals and writes a personalized draft with a clear call to action.
Every draft lands in pending review. Edit the subject and body, then accept when it sounds right.
Accepted drafts dispatch through email or SMS. Rejected drafts are kept for reference or regenerated.
Run tone analysis on sent messages to build a tenant tone profile so future drafts sound more like your team.
Context
AI Composer does not start from a blank page. It pulls live CRM data so the draft references real dates, amounts and statuses.
References scheduled date, service type, status and reason for no-show or reminder messages.
Includes invoice number, total, due date and status for payment reminders.
Uses estimate title, total and validity date for quote follow-ups.
Built into the CRM
AI Composer depends on Clients and Notifications. Drafts are tenant-scoped, linked to a client record, and can reference appointments, invoices, estimates and sales pipeline deals.
Every generation, acceptance, rejection and send is logged. Usage analytics track total generations, accepted and sent counts, token usage, latency and cost so teams can monitor adoption.
Review-first
Drafts start as pending review. Nothing sends until a staff member accepts it.
Tenant tone profile
Optional tone analysis learns from sent messages and applies the profile to future drafts.
Tenant isolation
All drafts, templates, settings and logs are scoped by tenant_id and respect soft-delete rules.
FAQ
Short answers based on the current Tregovia implementation.
Generate context-aware email and SMS drafts, review them in one place, and send with confidence.