Ask AI Chat to draft a personalized email using everything it knows about your client — their form responses, past trips, preferences, and your writing style.
How it works
AI Chat can read your client's form responses, past trip history, call notes, and CRM details to write an outbound email that feels like it came from you — not a template. The AI writes the draft, you review it, and nothing sends until you approve.
How to use it
Open AI Chat while on any trip or contact record and ask:
"Can you use the information about the clients and their form to draft a personalized note to them?"
"Draft a follow-up email to the Johnsons based on what we discussed in our last call"
"Write a proposal intro email for the Smith Italy trip"
The AI composes the subject line, recipients, and full body. A preview card appears in the chat — review, edit, then approve to send.
What the AI draws from
Client form responses (trip preferences, travel style, interests)
Past trip history and destinations
Notes from previous calls or interactions
Your personal writing style (set up in Settings > Branding)
Requirements
Your email account must be connected to Tern via Nylas to send emails from AI Chat. Connect it under Settings.