Draft your next client message before you write a word
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
From intent to reviewed draft in seconds.
Pick a client and purpose, let AI pull the relevant CRM context, then review, edit, accept and send - all without leaving Tregovia.
Start with client context
Select the client and the reason: follow-up, reminder, reactivation, no-show, invoice, estimate, deal or a custom request.
Choose channel and tone
Pick email or SMS and set the tone - friendly, professional, clinical or concise - to match the moment.
Generate the draft
AI Composer reads appointments, invoices, estimates or deals and writes a personalized draft with a clear call to action.
Review and edit
Every draft lands in pending review. Edit the subject and body, then accept when it sounds right.
Accept and send
Accepted drafts dispatch through email or SMS. Rejected drafts are kept for reference or regenerated.
Learn your tone
Run tone analysis on sent messages to build a tenant tone profile so future drafts sound more like your team.
Context
It already knows what the message is about.
AI Composer does not start from a blank page. It pulls live CRM data so the draft references real dates, amounts and statuses.
Appointments
References scheduled date, service type, status and reason for no-show or reminder messages.
Invoices
Includes invoice number, total, due date and status for payment reminders.
Estimates
Uses estimate title, total and validity date for quote follow-ups.
Built into the CRM
Drafts tied to real records, not generic templates
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
Frequently asked questions about AI Composer.
Short answers based on the current Tregovia implementation.
Let AI handle the first draft so your team handles the relationship
Generate context-aware email and SMS drafts, review them in one place, and send with confidence.