Turn client conversations into action
After a client completes a Concierge session, Vai can help you move immediately into next steps — from drafting follow-up messages to outlining proposals or task lists. This transforms each Concierge exchange from a simple Q&A into a springboard for your next interaction.
What you can do
- Generate a personalized follow-up email that feels like your own tone and voice.
- Summarize feedback into actionable bullet points or a task list.
- Draft a proposal or brief outline using client responses and preferences.
- Suggest resource links or templates from your library to share with the client.
Why it matters
- For personal stylists: send quick, thoughtful recaps after intake sessions or fittings.
- For interior designers: turn discovery conversations into draft proposals or design directions.
- For wedding & event planners: follow up seamlessly with recap notes, moodboard tasks, or checklist reminders.
How it works
- Go to Concierge → Responses.
- Open a completed session and review the summary.
- Click Ask Vai → Suggest next steps.
- Choose your output type (e.g., Follow-up email, Proposal outline, Task list).
- Review, edit, and send or save the generated draft.
Common questions
- Can Vai generate next steps from incomplete sessions? Yes, Vai will summarize what’s available and highlight what’s missing—and suggest follow-ups based on that.
