Navigating Regards Smart Suggestions

This document provides a comprehensive overview of accessing and utilizing the Regards Smart Suggestions feature. It guides users through prioritizing tasks effectively, connecting with contacts, and generating personalized messages using AI technology. This process enhances networking efficiency and engagement.

Step 1

Greetings. In this tutorial, we will explore how to access and utilize the Regards Smart Suggestions feature effectively.

Step 2

On the homepage, locate the 'Today's Priority' section. This card highlights your most important tasks for the day. Clicking the dropdown will reveal three additional segments: scheduled reminders, social updates, and new connections.

Step 3

These priorities are generated by combining your scheduled reminders, contacts, social updates, and new connections. You can choose to either dismiss the card or select 'Review' for more details.

Step 4

Upon selecting 'Review', a page will appear with a summary of the task. You can mark it as connected or choose 'Get in Touch'. For this demonstration, we will select 'Get in Touch'.

Step 5

You will be presented with multiple AI-generated text suggestions for reaching out. You can choose one of these options or create a custom prompt. For this guide, we will create a custom prompt.

Step 6

Select 'Generate Message' to choose the platform—either email or WhatsApp—and set the tone to professional, casual, or exciting.

Step 7

For this example, we will generate an email message with a professional tone. Click 'Generate' to receive the subject and body text for your email.

Step 8

You can copy, customize, regenerate, or directly share the message via email. Here, we will share it directly via email by clicking 'Share'.

Step 9

You will be given options to send it as a new message, a new Gmail message, or to copy it. To send it via Gmail, select 'New Message in Gmail'. If needed, you can change to a WhatsApp text by closing this window, selecting WhatsApp, and regenerating the message.

Step 10

Selecting 'Share Message' will open the WhatsApp chat box and automatically fill in the message. Simply click 'Send'.

Step 11

To revert to sending via email, click 'Regenerate', select 'Share Email', then 'New Message in Gmail', and finally, click 'Send'.

Step 12

This process demonstrates how to access and utilize your smart suggestions for the day. Once you have reached out to the necessary contacts, you can click 'Dismiss' or 'Review' again. After completing the tasks, click 'Dismiss' to stay updated with your smart suggestions.

Step 13

In conclusion, using Smart Suggestions simplifies networking by making it faster, easier, and enjoyable. We hope this guide has enhanced your understanding of how to use smart suggestions effectively. Thank you for your attention.