How it Works

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  1. Hazel screens emails, only sourcing those that come from your contacts in your CRM or contacts added in Hazel.
  2. Hazel will then pull relevant contact details to help you draft intelligent responses, ensuring every reply is timely and informed.
    1. Contact details are sourced from: previous meetings, previous emails, your CRM, etc.
  3. An intelligent response will be drafted based on the relevant context that Hazel sourced, ready for your review.
  4. Review and edit the response before saving the draft to your email.

Viewing Emails from Household page

If you’d like to view all the emails that a client has sent, Ask Hazel! If you’d prefer to view all of the emails a client has sent you, you can do so by going to Contacts → select Contact → Emails.

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