Open the lead from Inbox. The reply box says Reply to their first name. Under it, Sending to is their email. Draft with Morris fills that box. You check the wording, then you press Send. On Core, Morris does not email the customer for you.
Steps
- Press Draft with Morris. On a narrow screen the words are hidden. The button is still named Draft with Morris.
- Morris writes into the box. The line above it is Drafted by Morris, with Redraft and Undo.
- Edit the draft if you want to. Redraft asks Morris again. Undo puts back the text from before the draft.
- Press Send. You can also press Command-Enter, or Control-Enter. The toast is Reply sent!: "Your message was sent to" their email. The button beside Send is More send options, and it has Preview email.
With the lead open, Morris can also drop text in with Insert into reply from the Ask Morris panel. That uses the same box. It still waits for Send.
Sending the reply from the notification email, instead of from this box, is in reply to an enquiry from your email.
If it doesn't work
The toast title is Morris.
Morris is included with your free trial and Core. means this website is not on a trial or a paid plan.
Morris has answered 60 questions today. Try again tomorrow. is the daily cap.
Morris isn't available right now., Morris is busy. Please try again., Morris is out of credits right now., and Morris got muddled. Please try again. mean the draft was not written. The box is unchanged. Try again in a minute.
Morris couldn't answer that. Please try again. is the message when nothing more specific comes back.
If the lead has no email address, there is no reply box. The line is No email address provided — cannot send replies.
Common questions
Does Draft with Morris email the customer?
No. The draft sits in the reply box. You press Send. The toast is then Reply sent!
Will Morris ever send without me?
On Core, no — you always press Send. Morris replying to customers without the owner pressing send is a Pro feature, and Pro checkout is not open yet.