AyMINE CRM | Message patterns

Business excelenece

Balance Scroecards
Task & Project Control

Interprocess management

System modules

Let us know what you're looking for

Do you prefer to ask us directly?

Call us +420 605 203 938 (the Czech Republic)

or use this contacts

Using patterns or AI for message generation

Message templates allow you to send frequent messages quickly.

Select a message pattern, and the client name or other details are filled to the template automatically. The whole email is ready much faster than if you had to type it yourself.

AI for generating messages from CRM

With the help of AI, you can tailor a message to each person.

AyMINE allows you to link ChatGPT to message generation. With the help of a template, you prepare the subject of the message and the system itself relays to ChatGPT the information about the prepared content and the information you have about the client (public notes, business history and past communications, e.g. the last messages you exchanged with the client.) AI modifies the draft of the message using other information available to it.

What data is added to the template

You can add the following placeholder variables to the template pattern and the system will look up the necessary data.

The variable can be inserted in the content and subject of the message.

You must insert the variable in full, including the leading @, and be case sensitive.

It is not always possible to trace the data – for example, if you use a template that contains a claim code and the claim cannot be traced to the recipient, the code will not be replaced. It is therefore important to look at the generated message before sending it.

Variables for message patterns

Person

  • @salutation – Salutation
  • @person.name
  • @person.firstname
  • @person.addressStreet
  • @person.addressCity
  • @person.addressZip
  • @person.birthdate
  • @person.phone

Quote and order template data

  • @offerNo – Quote number
  • @orderNo – Order number
  • @externalNo – External order number
  • @paymentId – Variable symbol
  • @responsible – solver, responsible person

Customer data

  • @client – customer
  • @contactPerson – contact person representing the customer

Quote and order data

  • @order.status – order/offer status
  • @order.body – order/offer description
  • @order.userType – order/offer type
  • @order.userTags – brands

Important dates

  • @order.dtCreated – Creation date
  • @order.dAccepted – Order date
  • @order.dProposed – Submission date
  • @order.dDelivered – Submission date
  • @order.dValidDelivery – Valid until
  • @order.dExpDelivery – Expected delivery date

Price in customer currency

  • @order.discountPc – Discount (%)
  • @discountReason – Discount reason
  • @order.totalCurrencyVAT – Total without VAT
  • @order.totalproblem CurrencyVAT – Total with VAT
  • @order.totalproblem CurrencyWithVAT – Total with VAT

Price in internal currency

Price in internal currency

  • @order.totalExVAT – Total without VAT
  • @order.totalWithVAT – Total with VAT

Other supplement options

  • @order.systemObject – Order, Quote
  • @order.statReason – Reason for Order Status

Claims related data

The data refers to the last claimed case. If the message is sent directly from the claim, the data will refer to the claim even if it is not the last.

Customer data

  • @client – Customer
  • @contactPerson – Contact person representing the customer
Claims related data – Reporting
  • @problem.closed – Who reported – can be an external person as well as an employee
  • @problem.problemNo – Claim ticket number (problem)
  • @problem.problem.name – Ticket name
  • @problem.problemDesc – Brief description of the ticket
  • @problem.problemDesc – Problem description
  • @problem.created – Created

Claims related data -resolution and closure

  • @problem.status – Closed
  • @problem.status – status
  • @problem.type – type

Extensibility

Individual business processes may support additional variables within the associated communication that may not be described on this page.

Templates for automated emails

Some templates are so-called system templates – the system actively works with them. For example, if a reply template is attached to the gateway, the responder will receive an email confirmation that the message has arrived.