Dashboard
Productivity This Month
Estimate: 2 min per draft, 1 min per sorted email, 15 min per meeting.
AI Configuration
Displayed on your public booking pages. Max 2 MB (jpg, png, svg, webp).
Customise your booking page accent colours.
AI-generated drafts that remain unsent will be deleted after this many days. Set to 0 to disable.
Three numbers decide when something has gone quiet. Everything that chases, flags or nudges reads these, so what you set here is what happens everywhere.
An email you received waits this long for your reply before it is flagged as needing follow-up.
An email you sent waits this long for their reply before it is flagged to chase.
A deal with no contact for this long counts as quiet, in the Sales Performance Audit and in the weekly re-engagement drafts.
SMART Reply learns anonymised skill and job-title patterns from your CVs to improve matching. No candidate data is ever shared.
Structured templates for meeting notes, interviews, and other records. When a meeting transcript is analysed, the AI fills in each section automatically. The completed document can be downloaded as PDF or Word.
AI-generated email templates based on each role's sent email patterns. Enterprise plan only.
Category Preset
Choose a preset to configure categories for your industry. This replaces the default categories with ones tailored to your needs.
Customise the top-level mailbox folder names used by SMART Reply. You can rename the defaults or add new folders. Leave a rename field blank to keep the default name.
Default Folders
Custom Folders
Users
Pending Invites
Knowledge Base
0 chunksShareable Links
Branded links injected into drafts. Users select from a dropdown in the taskpane.
Live Links
Pages fetched in real-time when the AI generates a reply. Use for dates, events, and information that changes regularly.
Client Website Scrape
Scrape a client website into your personal knowledge base.
Document Recommendations
0 documentsLive Search
Document recommendations are powered by live search across your OneDrive and SharePoint. No configuration needed.
Knowledge Documents
0 documentsUpload any useful business document (PDF, Word, Excel, PowerPoint or text) — procedures and SOPs, supplier terms, price lists, contracts, depot and account notes, policies. SMART reads them so its suggestions and answers follow how your business actually works. Each document is version-controlled and carries a review date, so you can keep it current.
Filing Rules
0 rulesFiling rules automatically suggest saving email attachments to SharePoint based on the email category.
Document Classification
Define which attachment types are org-level. These will be auto-filed to SharePoint when detected.
| Document Type | Description | Rules | |
|---|---|---|---|
| No document types configured yet. Click "Load Defaults" to get started. | |||
Add Filing Rule
Audit
CRM email history backfill
Bring your existing email history into HubSpot
Turning on automatic logging fills your CRM from today onwards. This fills in what came before, once, for the accounts and deals already in HubSpot. We look first and show you exactly what we found. Nothing is written until you approve it.
| Person | SMART Hub email | Slack workspace | Slack user | Mailbox | Mailbox email | Xero email | Xero role | Capabilities | Status | Last audit | Test |
|---|---|---|---|---|---|---|---|---|---|---|---|
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Link SMART Reply to the system your team already uses. Emails and the documents people send file themselves onto the right record, and the AI drafts with that context.
Pulls the last 90 days of Zendesk tickets and builds customer support-health signals.
Keeps support signals fresh in real time. In Zendesk, create a webhook pointing at your SMART Hub endpoint, copy its signing secret, and paste it here to turn live updates on.
Billing
AI Behaviour Rules
Custom instructions that apply to every AI-generated draft you produce. Admins can additionally set rules as the organisation default for new users.
Ask SMART Hub — Executive roles
Choose which executive lenses appear on the Ask SMART Hub “Answer as” bar, for everyone in your organisation. Balanced is always shown.
Ask SMART Hub — Rules
Plain-English rules SMART Hub follows on every answer (e.g. “Treat any overdue invoice above £25,000 as critical”). Pre-filled with sensible defaults — edit, remove or add your own.
Filing Behaviour
Control whether SMART Reply files automatically or shows a suggestion first.
Analyse your email and SharePoint folders to create or update filing rules.
Preferred Name
Email Signature
Auto-Draft Replies
Controls when the AI automatically generates draft replies for incoming emails.
Text a deal update from your own mobile. SMART Hub reads it, tells you what it understood, and changes nothing in your CRM until you reply YES.
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Install the SMART Hub bot into your Slack workspace to get assignments and deal updates as Slack DMs. One install covers your whole account.
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Connect the SMART Hub bot to Microsoft Teams to send deal updates, ask questions and get assignments in a Teams chat. One install covers your whole account.
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Skip Categorised Emails
Skip emails that already have Outlook category labels when categorising.
Auto-Analyse Meetings
Automatically analyse meeting transcripts when they become available.
Auto-Folder
Automatically create Outlook folders for categorised emails.