AI for Marketing Content

Arshad Hussain — Mon, 13 May 2024 12:33:08 +0000

Release Date: May 13, 2024

We’ve now integrated ChatGPT into InsuredMine’s CRM where you will have the option to choose new AI features to enhance your workflow. This means you can use AI for generating NAICS codes, quickly creating content, translating text, and making instant modifications all in just seconds.

Use Case: Now, generate NAICS codes, swiftly create content, translate text, and make instant modifications—all accomplished in mere seconds.

To View the Enhancement:

Click on the AI icon present in the top right corner.

You will then be redirected to a whole new page where you will find four newly implemented AI features such as NAICS Code Generation, Content Generation, Translation, and Content Modification.

NAICS Code:

Click on the NAICS Code.
Fill in the Company name, City, and State, and then click Generate NAICS Code to get the code of a specific company.

Generate Content:

Next, click on Generate Content to create engaging and diverse content within InsuredMine.
You can also copy the content if you like and regenerate it if you don’t.

Translate:

Click on the Translate option to change the text to any other language you want.

Just add the text and then hit translate.

Modify Content:

Finally, don’t forget to tap into the “modify content” option to enhance, rephrase, expand, or simply add a touch of friendliness to your text. This feature allows you to refine your content, making it more engaging and better.

The post AI for Marketing Content appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Text generation using AI

Nidhi mhendhiratta — Fri, 01 Sep 2023 07:09:30 +0000

Release Date: September 1, 2023

Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns.

Use Case: It is easy to draft captivating text using AI based on the tone required for text created in various modules. You can now transform the content by making it user-friendly.

To view the enhancement:

Navigation –

Note – The Transform Text using AI Icon implementation is in the Account, Contact, and Engagement module for Adding/Editing notes, sending text and emails, bulk text, SCD, and the email campaign sections

Navigate to the Account module. Click on an account to go to Account 360.
Next, click on the Communication section.
Click on Send Email.

Write content that needs to be revised. Then, click on the Transform Text using AI Icon present.

Five options will be displayed. Select the choice that best fits the situation, depending on the text\’s tone.

When the Expand button is clicked, the selected text is reframed as the following content. Similarly, Text will be regenerated based on the button clicked, i.e., Rephrase, Make more formal, and Make more friendly.
Click on the option of your choice; it will generate or draft a text message for you.

The Transform Text using AI icon is also present in the Notes section. Click on Add Note. Additionally, Transcribe icon is also present to translate text to speech. You can perform actions like expand, translate to English, etc. features for the generated text.
When you click the transcribe icon, a message will appear.

Once the text has been written, click on the icon. A message will appear on the screen.

You can use the Transform Text using AI icon for reframing the text.

Note: Additionally, the Transform Text using the AI icon can help rephrase text in the notes and communication sections of Contact 360 in the Contact module, similar to the account module.

For the Engagement module,

The Transform Text using the AI icon appears when creating a Bulk Text campaign.

The Transform Text using AI icon also appears when creating a Single contact drip and Email campaigns section.

For the Pipeline module,

The Transform Text using the AI icon appears when you email a deal card through the deal board.

You can use the Transcribe icon and Transform Text using the AI icon to add notes for the deal card in the deal board.