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AI replies with Jason AI

Set up and manage how AI-generated replies are sent

Written by Dasha Leshchenko

In addition to generating email sequences, Jason AI can handle inbound replies by drafting or sending responses and helping book meetings when a prospect shows interest.

In this guide, you'll learn how to set up AI replies with Jason AI for both non-AI SDR and AI SDR sequences.


How do AI replies work?

When a prospect replies:

  1. The reply is automatically categorized in your Inbox.

  2. Jason AI analyzes the message and generates a response based on the reply, previous conversation, and available information.

  3. The AI-generated response is saved in your Inbox as a draft and labeled AI Draft.

When you open the conversation thread, you can:

  • Edit the response before sending it

  • Regenerate the reply

  • Add extra instructions to adjust the message

  • Rewrite it in a different tone or style

  • Translate it into another language

Once the response looks good, you can send it to your contact.


How to set up AI replies for non-AI SDR sequences?

💡Important: For non-AI SDR sequences, AI drafts are generated for emails only.

  1. Open your sequence and go to the AI replies tab.

  2. The Handle replies toggle is enabled by default.

Provide additional context

Use the text box to add information that can help Jason AI generate more relevant replies. For example, you can include:

  • Key product features

  • Service pricing

  • Details about your offer

  • Job description or requirements (if recruiting)

You can also leave this field empty. Jason AI will still generate replies based on the contact's message and the sequence context.

Add a meeting scheduling link

Select a meeting tool or paste your link into the Link meeting tool field. You can use:

  • Reply (Google Calendar or Zoom)

  • Calendly

  • A third-party meeting booking link

💡 Note: Google Calendar, Zoom, and Calendly must be connected first in Settings → Meetings.

Choose how AI replies should be handled

Under What would you like to do with the AI-generated reply?, select what should happen with the response:

  • Save as a draft – The reply appears in your Inbox labeled AI Draft, so you can review and send it manually.

  • Send automatically – Jason AI sends the response to the contact immediately.

Optional settings

  • Also Show in Gmail Inbox – Saves AI-generated drafts in both the Reply Inbox and the Gmail Inbox. You can review and manage drafts from either place. Please note that this feature works only if you have our Chrome extension, Findy, installed.

  • CC / BCC – Add additional recipients who should receive the reply as a CC or BCC when the message is sent.


How to set up AI replies for AI SDR sequences?

💡Important: For AI SDR sequences, AI drafts can be generated for both emails and LinkedIn steps.

  1. Open your sequence and go to the Jason AI → Jason AI assistant tab.

  2. The Handle replies toggle is enabled by default.

Select a knowledge base

Choose a knowledge base that has your product info, guides, or other reference materials. Jason AI will use this to create replies that match your context.

Add a meeting scheduling link

Select a meeting tool or paste your link into the Link meeting tool field. You can use:

Choose how AI replies should be handled

Under What would you like to do with the AI-generated reply?, pick one of the options:

  • Save as draft – The reply is added to your Inbox as AI Draft, so you can review and send it yourself.

  • Send automatically – Jason AI sends the reply right away.

  • Mixed – If you have set up Reply handling in your knowledge base, you can choose which replies should be sent automatically and which should stay as drafts. Jason AI will follow these rules for different types of responses.
    👉Learn more about Reply handling

Choose how re-engagement follow-ups should be handled

Under What would you like to do with Al-generated re-engagement follow-ups?, pick one of the options:

  • Save as a draft – The follow-up will appear in your Inbox labeled AI Draft, so you can review and send it manually.

  • Send automatically – Jason AI sends the follow-up immediately.

  • Mixed – If you have set up Re-engagement cards in your knowledge base, you can decide which follow-ups are sent automatically and which stay as drafts. Jason AI will apply these rules for different types of follow-ups.

    👉 Learn more about Re-engagement

Optional settings

  • Also Show in Gmail Inbox – Drafts will appear in both Reply Inbox and Gmail Inbox, so you can manage them from either place if Findy is installed.

  • CC / BCC – Add extra recipients to receive the AI-generated message when it's sent.


Handling meeting intent

If a reply is categorized as Meeting intent, Jason AI can help schedule a meeting:

  • It checks your availability based on a connected meeting tool or a provided booking link.

  • If the contact is free at the proposed time, the AI will book the meeting and send a positive reply.

  • If the slot is already taken, the AI will suggest the next available time.

  • If the contact provides their own booking link, Jason AI will compare availability and pick a time that works for both of you.


AI Replies in Inbox

To view and edit AI replies:

  1. Go to the Inbox in the left panel.

  2. In the left panel, click AI draft to filter threads with AI-generated responses. Each thread will also have an AI Draft label next to the prospect's name.

  3. Open a thread to view the draft. You can also give feedback using the thumbs-up/thumbs-down buttons to indicate whether the draft is accurate to help improve AI learning.

  4. If needed, click 🔄 Re-generate to see a new AI-generated response.

  5. When the reply is ready, click Send.

The reply is sent from your email account with your signature.


Important notes

  • If a prospect sends multiple replies in a row, Jason AI generates a response only for the most recent message.

  • If a new reply comes in after a response has already been generated, the previous draft is discarded, and a new reply is created based on the latest message.

  • For different reply categories, Jason AI will generate responses that match the category. For example, if a reply is categorized as Not now, the AI will create a corresponding answer.

  • Responses are generated for all categories except Do not contact. If a contact prefers not to continue the conversation, Jason AI will not generate a reply.

  • If a reply does not match a defined category, Jason AI will still generate a response using generic prompts.

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