Skip to content

Copilot in the Email Placeholders

Document Dispatch Copilot offers you the possibility to create placeholders with AI. Simply explain to the Copilot what you want to do with the placeholders, like sending an Issued Reminder, or an invoice. Document Dispatch Copilot will automatically create the best suiting placeholders.

How to Access this Copilot Capabillity?

  1. Click on the search icon in the top-right corner .
  2. Search for Document Dispatch - Dispatch Profiles and open the page.
  3. On the newly opened page, execute the output types action.

Here you can execute the highlighted action Create Template and Placeholders or go to the Email Placeholders and execute the action Create.

Create Template and Placeholders

This action will create a single template and the placeholders suiting to the created template. This action is best suited to quickly setup a dispatch profile.

  1. Select a language
  2. Select the Dispatch Profile the Copilot should create the placeholders and emails for(default is the current dispatch profile).
  3. Enter the Prompt, for examples you can have a look into the prompt guide provided by the copilot.
  4. Execute Generate.
  5. Review the created email and placeholders, you can save them with the Keep it action. if you want to regenerate the response, you can click on Regenerate. You can also change the Tone for the Email.

Create Placeholders

This action will create the placeholders suiting to the dispatch profile you have selected. This action is best suited to quickly setup a placeholders for a dispatch profile.

  1. Select the Dispatch Profile the Copilot should create the placeholders for(default is the current dispatch profile).
  2. Enter the Prompt, for examples you can have a look into the prompt guide provided by the copilot.
  3. Execute Generate.
  4. Review the created email and placeholders, you can save them with the Keep it action. if you want to regenerate the response, you can click on Regenerate.

See also