Get started with the Customer AI

The Customer AI helps you manage potential customers by automating lead sourcing and prioritisation from your Gmail or Outlook inbox. This feature allows you to track, engage, and follow up with leads in one place, reducing the need for multiple tools.

This article guides you through connecting your Gmail or Outlook account, reviewing leads, following up, and disconnecting the service.

Connect your email (Gmail or Outlook)

Follow these steps to connect your Google or Outlook account to get help finding leads.

1. Sign in as the Primary admin.
2. Follow this link to complete the steps in product
3. Select Import leads from your inbox.
4. Select either Gmail or Outlook, then select Continue.
5. Select Continue again.
6. Sign into your email account and grant access. You can review Intuit’s privacy and policy settings to learn how your data is protected.

After connecting, the Customer AI reads 30 days of emails to identify potential leads for review.

Review and manage leads

When the Customer AI finds leads, you will receive an email. Leads are also listed and prioritised on the Leads page in QuickBooks as Hot or Warm.

1. Review the lead status definitions:
   • Hot: The potential customer shows a high level of interest in purchasing and is well-informed about the offering.
   • Warm: The potential customer is interested in learning more but has not shown a specific need or urgency.
2. Review the summary provided to understand the lead’s interests and the potential opportunity.
3. On the Actions tab, qualify the lead as Lead or Not a lead based on your business criteria. This helps your Customer AI craft follow-up actions.

Follow-up with leads

The Customer AI suggests the next best steps based on the lead's status and the email conversation. For items marked as Lead, you can view and follow-up. For items marked as Not a lead, you have the option to archive.

Recommended actions include:

• Review a draft email response
• Create a quote
• Disconnect your email account

Review a draft email response

1. In the Action column, select Review draft response for the desired lead.
2. In the Conversations section, review the response drafted for you by the Customer AI.
   Notes:
   • The Customer AI provides 3 different draft responses to choose from, based on the existing conversation. You have the option to have it rewrite the tone or shorten the length.
3. Select the Signature icon to attach a signature from your email account.
   Note: You must have a signature uploaded for this. If you do not have one, the AI reviews previous email threads and generates one for you.
4. When ready, select Send.

The Customer AI continuously monitors email conversations and may suggest changes, which you can Confirm or Dismiss.

Create a quote

1. In the Action column, select Autofill quote for the Lead. This opens the Quote form. If it is not the default action, you can locate it in the dropdown menu in that column.
   Note: The Autofill quote action is only available when the Customer AI identifies the email communication as being in the Negotiation stage.
2. The quote gets pre-populated with relevant information pulled from the email communication.
3. Review the prepopulated quote details for accuracy and update as needed.
4. When ready, select Review and Send.

Disconnect your email account

You can disconnect your account from QuickBooks at any time.

1. Follow this link to complete the steps in product.
2. Identify your connected account in the My integrations section.
3. Select the more icon , then select Disconnect.