Reply AI (Magic sequence, Jason AI)

Discover the capabilities of Jason AI, a writing assistant leveraging ChatGPT to generate outreach content effortlessly.

5 articles

Agentic chat

Agentic chat is an AI assistant built into Reply that helps you complete common tasks and find information across your account. Simply send a message describing what you want to do, and Agentic chat will perform the action or provide the information you need. It helps you work with sequences, contacts, Inbox activity, analytics, tasks, and settings. It can also search the internet and use the information it finds to answer questions. 💡 Important: Some actions cannot be completed in Agentic chat (for example, billing changes or account ownership updates). In these cases, Agentic chat will explain why and show where you can complete the action in Reply. If available, it will also include a direct link. To use Agentic chat: 1. Click Agentic chat in the left menu panel. 2. Send your request in the chat. 3. Confirm the action if prompted. 💡You can send up to 100 messages per day in Agentic chat. What Agentic chat can do Agentic chat supports a wide range of actions across your account. | Area | Supported actions | | --- | --- | | Sequences | - Search/list sequences- Start or pause sequences- View sequence steps and their content- View sequence statistics- Compare sequence performance- Assign email and LinkedIn accounts to sequences- Add contacts to a sequence- Change a contact's status in a sequence- Assign a schedule to a sequence- Troubleshoot common sequence errors- Update general sequence settings- Update call step settings- Update task step settings- View the sequence's daily email counter, including emails sent today and the daily limit- Remove a contact's email account assignment within a sequence and reassign contacts to a different mailbox- Diagnose why a sequence isn't sending | | Contacts | - Search contacts by email or LinkedIn URL- Filter/list contacts by list, sequence, or search term- Create and update contacts- Change owner- View contact activity- Blacklist contacts- Mark contacts as replied- Search contact lists- View & manage contact custom fields- View contact stages- Get & update contact handling rules- Get & update the contact enrichment mode- Update contact stages, including renaming, recoloring, and changing descriptions- Bulk mark contacts as replied or clear the replied flag- Assign a contact's email account within a sequence (repoint to a different mailbox) | | Blacklist | - View blacklisted domains- Add domains to the blacklist- Remove domains from the blacklist | | Inbox | - View Inbox threads and replies- Reply to threads- Update Inbox categories- View inbox notification settings- Update inbox notification settings | | Email accounts | - List all your connected email accounts & their status- Update sender name- Update safety limits (daily limit, delays, ramp-up)- Update an email signature- Update opt-out settings- Add or remove tags on mailboxes- Delete an email account- View & update workspace email and deliverability settings (BCC, forwarding, open tracking, auto-validation, OOO reply handling)- View full email account details, including connection information, limits, ramp-up, signature, opt-out settings, tags, and sent-today counters- View sending domains and their setup/DNS status in a domain-grouped view- View and manage email warm-up, including checking status, enrolling, and removing accounts- Regenerate an opt-out message suggestion- List sequences assigned to a specific mailbox- View email notification settings, including report frequency, error reports, token-expiry alerts, and contact limit warnings- Update email notification settings- View email validation settings, including credits and auto-validation status | | LinkedIn accounts | - List all connected LinkedIn accounts & their status- Enable or disable a LinkedIn account- Update daily safety limits for LinkedIn actions- Update auto-revoke settings for pending connection requests- Link or unlink a voice profile- Remove a LinkedIn account- View full LinkedIn account details (limits, usage, voice profile)- List available voice profiles- Unlink a LinkedIn account from a specific sequence | | Billing | - View your workspace plan, subscription status, and feature capacity/usage | | Accounts | - Get an account stages list- Get & update account enrichment settings | | Schedules | - List schedules- View schedule details- Create a new schedule- Update an existing schedule- Set a schedule as the default one- Delete a schedule | | Tasks | - List tasks- Create tasks- Complete tasks | | Calls | - View workspace call settings, including team calls, call recording, and recording consent- Update workspace call settings- List team members with Cloud Calls access- Enable or disable Cloud Calls access for individual team members | | Integrations | - List CRM and system integrations and view their connection status, including Salesforce, HubSpot, Pipedrive, and others- View integration sync configuration and field mappings- Update integration field mappings- Connect an integration and get the authorization link- Disconnect an integration | | MCP Connectors | - List available MCP connectors (Atlassian, monday.com, etc.)- Connect an MCP connector- Disconnect an MCP connector- Run an MCP action- Sync MCP records | | Triggers | - List automation triggers- View trigger details- Create triggers- Update triggers- Enable or disable triggers- Delete triggers | | Meetings | - View Google Calendar and Calendly connection settings- Get your public booking link- Disconnect a meeting calendar account | | Call resolutions | - List call resolution labels- Create, rename, or delete custom call resolutions | | Team | - Search team members | | Beta features | - View beta features available to the workspace- Opt the workspace in or out of beta features | | Account settings | - View and update your own account settings, including name, company, title, phone number, and timezone | | AI SDR Offers | - List offers- View offers- Create and update offers- Generate an offer from a website- Attach an offer to a sequence | | AI SDR Playbooks | - List playbooks- View playbooks- Create and update playbooks- Duplicate playbooks- Attach a playbook to a sequence | | AI SDR Knowledge base | - List knowledge bases- View knowledge bases- Create and update knowledge bases- Add/Remove a URL source- Attach a knowledge base to a sequence | | AI SDR Reply handlers | - List reply handlers- View reply handlers- Create and update reply handlers- Delete reply handlers | | AI SDR Re-engagement cards | - List re-engagement cards- View re-engagement cards- Create and update re-engagement cards- Delete re-engagement cards | | AI SDR Pending approvals | - List pending approval drafts- Approve drafts- Regenerate drafts (with optional feedback)- Reject drafts- Set sending mode (Approval or Automatic) | Here are a few examples of requests you can send: - Pause the Cold Outreach Q2 sequence - Show open rates for the last 7 days - Approve all pending approvals in the SaaS founders sequence Agentic chat settings You can adjust Agentic chat settings to match your preferences. To access them, click the ⚙️ icon in Agentic chat. You can configure: - Chat position – choose whether the chat opens on the left or in the center - Allow destructive actions – when disabled, Agentic chat will ask for confirmation before actions such as pausing sequences, deleting records, or making bulk updates - Sound notifications – play a sound when an action is completed Connect Slack You can connect Slack to send requests to the Reply AI Slack bot directly from your Slack workspace. To connect Slack: 1. Go to Agentic Chat → Settings. 2. Click Go to Integrations. 3. Find Slack and click Connect. 4. Allow the required permissions. Once connected, you can start sending requests to the Reply AI Slack bot directly from Slack. Connect Agentic chat to MCP tools [Beta] Agentic chat can connect to other tools that support MCP and use the actions they make available. This feature is currently available in beta. To use it, enable beta in your account settings. Once connected, you can use Agentic chat to perform actions between Reply and the connected service, for example, sync contacts, accounts, sequences, and lists. Please note that Agentic chat can only use the tools and actions provided by the connected service. For example, if an MCP integration doesn't support syncing emails, Agentic chat can't perform that action. You can connect MCP tools from the available list in Agentic chat: 1. Go to Agentic Chat → Settings. 2. Click Manage under MCP servers. 3. Click Connect next to the tool you want to connect. 4. Complete the authorization. 💡 MCP connections can perform one-time actions. They don't create a recurring or automatic sync between Reply and the connected tool.

Last updated on Oct 16, 2026

Write prompts and refine AI-generated text

Jason AI helps you generate outreach messages from prompts and refine them until they fit your needs. You can use Jason AI to improve your prompt before generating emails, then edit and adjust the generated content by using additional prompts or by changing tone, length, or fixing grammar. Write an effective prompt When creating a Magic sequence, click Jason AI in the editor and write a prompt describing what you want to generate. Animation To get better results: - Clearly describe your offer or objective. - Explain who you're reaching out to. - Add relevant context about your product or service. - Define the goal of the message. - Optionally include language, tone of voice, writing style, or length. 👉 Example: Write a cold email introducing our employee engagement platform to HR managers at SaaS companies. Focus on reducing employee turnover and keep the tone friendly. Keep it under 120 words. Or: Write an email inviting marketing leaders to a webinar about AI-powered outbound sales that will take place on June 25th. The first email will be generated and used as the foundation for the rest of your sequence. Improve your prompt Before generating your sequence, you can click Improve prompt to quickly adjust: - Formality (Formal, Friendly, Neutral) - Tone of voice (Confident, Persuasive, Witty, Straightforward, Empathetic, Custom) - Language - Length (Shorter or longer) Send the prompt to generate an email. Animation Refine AI-generated text After Jason AI generates a message, you can continue improving it in the editor. You can also refine replies to prospects directly in the Inbox. Highlight the text you want to change and choose one of the available actions: - Ask Jason AI - Type what you want to change or improve, and Jason will rewrite the selected text based on your instructions - Fix grammar - Formality - Tone of voice - Translate - Change length - Save as canned response Regenerate text Click Regenerate to create a new version of your message. Regeneration is available in both the Magic Sequence and the Inbox editor. You can compare different versions using the arrows.

Last updated on Oct 16, 2026

AI replies with Jason AI

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 AI replies can be set up for both regular and AI SDR sequences. Regular sequences 💡 For regular sequences, AI replies 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. Sequence AI Replies tab with the Handle replies toggle switched on and highlighted. 3. 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 You can also leave this field empty. Jason AI will still generate replies based on the contact's message and the sequence context. Additional context field filled with a sample product description, key features, promotion and tone. AI SDR sequences 💡 For AI SDR sequences, AI replies can be generated for both emails and LinkedIn steps. 1. Open your sequence and go to Jason AI → Jason AI assistant. 2. The Handle replies toggle is enabled by default. AI SDR sequence Jason AI tab with Jason AI assistant selected and the Handle replies toggle switched on. 3. Select a knowledge base. Choose a knowledge base with your product information, guides, or other reference materials. Jason AI will use it to create replies that match your context. Handle replies section with an arrow pointing to the selected knowledge base. 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 are handled For both regular and AI SDR sequences, you can choose what happens with AI-generated replies. Under What would you like to do with the AI-generated reply?, select one of the options: - Save as a draft – The reply appears in your Inbox as an AI Draft, so you can review and send it manually. - Send automatically – Jason AI sends the reply automatically. - Mixed – If you're using an AI SDR sequence, Reply handling rules in your knowledge base let you choose which replies should be sent automatically and which should stay as drafts. Options for handling AI-generated replies: Save as a draft, Send automatically, or Mixed. 👉 Learn more about Reply handling. [Beta] Control when automatic replies are sent You can choose when automatic AI replies are sent: - Send as soon as possible – This is the default option. Jason AI sends the reply as soon as it's ready. - Send on a schedule – Select one of your existing schedules and optionally add a delay. The reply will be sent when the schedule is open. With Send on a schedule, you can choose how long Jason AI should wait after receiving the prospect's message: - No delay – The reply is sent as soon as it's ready, as long as the schedule is open. - Fixed delay – For example, wait 5 minutes before sending the reply. - Randomized delay – Choose a range, such as 5–30 minutes. Jason AI will randomly select a delay within that range for each reply. Reply timing settings with Send on a schedule with a delay selected and a fixed 5-minute delay. Choose how re-engagement follow-ups are handled For AI SDR sequences, you can also choose how AI-generated re-engagement follow-ups are handled. Under What would you like to do with AI-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 You can also adjust the following settings for AI replies: - 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. Draft location settings with Also Show in Gmail Inbox checked, plus CC and BCC recipient fields. 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 proposed time is available, Jason AI will book the meeting and send a positive reply. - If the slot is already taken, Jason 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.

Last updated on Oct 16, 2026

Jason AI assistant overview

Jason AI is an AI writing assistant powered by ChatGPT and trained by Reply for outreach workflows. It helps automate parts of your communication by generating outreach messages, suggesting replies to prospects, and assisting with meeting scheduling. With Jason AI, you can: - Generate sequences based on a short description of your offer - Improve or rewrite email messages inside the sequence steps - Draft and send replies to inbound messages from prospects - Book meetings when a prospect shows interest Jason AI analyzes your input, previous conversation context, and sequence information to generate responses tailored to your outreach. You can always edit, regenerate, or add additional instructions to refine the generated text. What you can do with Jason AI Create sequences from Magic ✨ 💡Important: Magic sequences are only available for non-AI SDR plans. If you're on an AI SDR plan, use AI SDR sequences for full automation. Jason AI can generate a full outreach sequence based on a short prompt. Your prompt can include the goal of your outreach, details about your offer or service, your target audience, and any tone or style preferences. The more specific you are, the better Jason AI can tailor the sequence. To generate a sequence from Magic ✨: 1. Select From Magic ✨ when creating a sequence. 2. Click Jason AI. 3. Enter a prompt with a short description of your outreach goal. 4. Review the generated message and edit or regenerate it if needed. Animation 5. Click Next. Jason AI will generate the rest of the sequence based on your prompt and the approved email, including suggestions for which channels to use for your outreach. You can edit or regenerate any step before launching the sequence. Generate or improve email messages Jason AI can also help you generate or improve the text of email steps in any sequence, not only those created from Magic. It uses the GPT-4o-mini model to generate clear, relevant, and context-aware messages. To use it, open the sequence you want to edit and select an email step. For the first email, you can choose from the following actions: - Write prompt in editor and improve text with GPT to expand, rewrite, or translate your email, or even generate a new template from scratch. - Generate from a summary, using a short description to produce a full email. - Generate from bullets, turning key points into a complete email. For follow-up emails, you can use: - Write prompt in editor and improve text with GPT - Generate follow-up based on thread These options help Jason AI create follow-ups using the context of the previous conversation. Generate replies to prospects Jason AI can draft or automatically send responses to incoming messages from your prospects. This setting is enabled by default in the AI replies tab (Jason AI → Jason AI assistant for AI SDR sequences). When a contact replies, Jason AI analyzes the message and generates a response: - For non-AI SDR sequences, it uses the conversation context and any additional information you provide in AI replies settings. - For AI SDR sequences, it generates replies based on the connected knowledge base. In addition to drafting replies, Jason AI can also automatically book meetings if the message or sequence is set up with a calendar link. All AI-generated replies are saved in your Inbox and labeled AI draft. From there, you can: - Open the conversation thread and review the message - Edit the text - Regenerate another version - Send the reply to your contact 👉To learn how to set up and manage this feature, see AI replies with Jason AI

Last updated on Oct 16, 2026

How to create a sequence From magic ✨

The magic sequence is a unique feature of Reply that allows you to automate personal outreach in seconds. Just provide a few details of your sequence and clear instructions on how to write it, and Jason AI assistant will shape up the entire sequence for you, including the text of email steps, while suggesting other channels to reach out to contacts on your behalf. Jason AI uses deep learning to produce human-like text. It is based on a language model that has been trained on millions of top-performing templates, so it can craft sequences that are very accurate and realistic. At the same time, you also have full control over the AI-generated text and can adjust any step to your particular needs at any time. Here's a detailed overview of Jason AI. How to create a sequence From magic ✨ Open the Sequences page from the left sidebar. Click New sequence → select From magic. The magic-sequence-wizard with the set of steps needed to finalize your sequence will be shown. Please note that while editing the sequence, you can also view the whole chain of steps in the lower part of the wizard and switch between them by clicking Back and Next. All the data will be saved. Step 1: Write prompt 1. Add a name for your sequence using the corresponding field in the top left corner. 2. 'Write prompt' is the first step that uses the power of Jason AI assistant to generate the text for the first email. Click Jason AI in the text editor and use the field "Tell Jason AI to do..." to add all the necessary details of your offer that will be taken into account while crafting your first and all the rest of your emails. 3. Click the arrow button next to the field. The body of the text of the email will be shown along with the Business case and Subject fields. Check these fields and edit them if needed. Step 1 of the magic sequence wizard with the generated first email: business case Recruiting, subject and the prompt "I want to hire Python developer" Tip: When writing a prompt for the first email, just type one or a few phrases that reflect the main goal of your email. Jason AI will take this piece of text as a starting point and, in a matter of seconds, come up with the entire sequence, combining different communication channels and crafting the best follow-up messages to appeal to your audience. For example, you can write "I want to build partnerships through integrations between Reply and other sales engagement tools" or "I want to hire an SMM manager." Here's an article with a guide on how to write better prompts. Edit or improve the text of the first email You can also use the text editor to format or edit the text. You can add links, images, and attachments, as well as templates and variables. Other than that, you can write additional prompts in the editor and improve the text. For this, click Jason AI in the text editor again and write down all your suggestions and instructions for the AI assistant. Then, click the arrow button. Jason AI panel open in the text editor with an extra instruction typed in to improve the email For example, you can add some specific details, ask an AI assistant to rewrite the text in a different style or tone of voice, translate the text into other languages, etc. 4. Click on the "Next" button to move to the next step of the sequence. Step 2. Finalize all the rest of the steps in your sequence Once you click Next in the first step, Jason AI will create all the rest of the steps in the sequence. Steps page of the magic sequence with the schedule at the top and the generated email steps The texts of the follow-ups will be logically connected to one another. However, you can check each of the steps and edit them as well. You can also add some other steps manually. For email-type steps, you can also use the Jason AI assistant to regenerate or improve the text. For this, open the email and use the first line in the text editor to write your prompt. Click on the Improve with ChatGPT icon and then click Write prompt in editor and improve with ChatGPT. Here is a detailed guide on how to generate or improve the text of the email step with Jason AI. Email step editor with a prompt in the first line and the Improve with ChatGPT menu open Set the schedule for the sequence. Click Schedule at the top of the page to open the Sending schedule window. The list of previously created schedules will be shown in the Select a schedule field, so you can easily select the needed one or click "Create new schedule" to create a new one. Then, click Apply. Sending schedule window with the Select a schedule field, Create new schedule and Apply When all the steps are ready, click "Next." Step 3. People Add contacts to your sequence. Use standard methods to add contacts, such as importing from a CSV, existing people lists, or manually creating contacts. People step with three cards: Import from CSV, Add from existing and Create manually The People step allows you to add contacts as well as view all previously added contacts to your sequence. People step listing the contacts added to the sequence and the Add contacts button Click on one of the cards (or on the Add contacts button once your sequence has contacts) to add contacts using the following methods: - Import from CSV Upload the document with the list of your contacts and their data in CSV format. Click on the CSV example to download the template for the file. Import contacts window with Choose file and the CSV example link You can also map all the fields in correspondence with your data and Reply fields. Here's a more detailed article about import from a CSV and recommendations for CSV import. - Add from existing When selecting this method, the lists of contacts that were previously added to your Reply account will be shown. Check the needed contacts and click "Add contacts." Add contacts to sequence window with a contact list selected in the All lists drop-down and two contacts checked Use the All lists drop-down to switch between different lists of contacts. You can easily select all contacts in the list at once or add just particular contacts. - Create manually When you click on this method, you can add new contacts to the sequence. Just fill out the blank contact profile tab that will be shown on the right side of the page. Create manually panel on the right side of the People step with the contact profile fields Once you add contacts, click Next. Step 4. Jason AI Configure additional settings for Jason AI that will improve your sequence. Jason AI step with Handle replies on, additional context, meeting scheduling service and AI-generated replies options - Handle replies. Enable automatic response handling in your sequence. Learn more about how Jason AI works for reply handling in this article. - Provide additional context. Add additional details that will be taken into account by Jason AI assistant while generating auto-replies for your contacts. For example, you can mention typical answers to commonly asked questions about your product. - Choose preferred meeting scheduling service. The chosen system will be used by Jason AI assistant to automatically book meetings with your contacts. - Choose preferred actions with AI-generated replies. Possible actions are Save as a draft, and Send automatically. Once you have set additional settings for Jason AI, click Next. Step 5. Settings Review or configure the necessary settings for your sequence. Settings step with the Accounts, General settings, Replies handling, Calls handling and Tasks handling blocks Here's the list of all blocks with settings: - Accounts. It is a mandatory setting that is needed to connect the sending email address and LinkedIn account from which you will send messages to your contacts. Click "Manage email accounts" to connect the email address from which the sequence will be sent. If your sequence includes LinkedIn steps, select the LinkedIn account from which the automation will be performed. - General settings. This is an optional block that allows you to set the maximum number of emails or delay between emails that can be used and enable or disable open link tracking. - Replies handling. Use this block to set what actions can be taken once the contacts reply to you. - Calls handling. Use this block to set up a call experience. - Tasks handling. Use this block to set up tasks. Once you have reviewed or configured the settings, click "Next." Step 6. Launch Review the summary of all the steps in your sequence and launch it. Launch step summary with every point green-checked and the Save & launch button If all the points are green-checked, this means that the sequence is ready to be launched. Please note if some points are red; this means you missed adding some mandatory data, without which the launch of the sequence is impossible. Click Save & launch. That's it! Your magic sequence is ready.

Last updated on Oct 16, 2026