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1. Open the AI workspace
Choose Messages, then Ask UNK AI in the conversation area. The AI view has starter prompts, an Ask UNK AI input and a New control.
Check that you are in the AI view before entering a prompt. The product identifies UNK as an AI assistant, not a licensed tax advisor, and asks you to review outputs before using them with customers.
2. Give it a specific drafting task
Draft three plain-language discovery questions for a small-business owner who requested bookkeeping help. We do not yet know which months need attention or what records are available. Keep the questions brief. Do not assume filing status, entity type, savings or eligibility.
Give the minimum context needed for the draft. Describe missing facts explicitly, and ask for a useful format such as three questions or a short opening message. Avoid including client tax documents or identifying details when a general example will do.
3. Review the answer before using it
- Facts: Did the draft invent anything about this client?
- Accuracy: Check material claims and relevant current sources before relying on them.
- Scope: Does it promise a result before the work is reviewed?
- Clarity: Can the client understand the next question or action?
- Information: Remove unrelated private details.
For this bookkeeping example, a useful result asks about the months, available records and deadline. It does not turn those unknowns into facts or promise a tax-saving result.
4. Check the chosen turns and destination
The in-product Messaging Field Guide describes Share as copying the turns you pick into a conversation as a normal message. Choose only the relevant exchange, inspect all selected text and confirm the destination before completing a share.
Check the resulting client conversation afterward. Keep the draft, selection and shared message distinct. If you are still reviewing the answer, leave it in the AI workspace rather than treating it as ready for the client.
Common questions
What makes a useful prompt?
State the task, relevant context, missing facts and requested format. The example asks for three discovery questions without inventing client details.
What should I check before sharing?
Review the selected turns, material claims, client context, destination and private information. Remove irrelevant exchanges.
Does drafting automatically message the client?
The Field Guide describes an explicit Share step that copies selected turns into a conversation. Drafting and sharing are separate actions.
Learn more
Review a lead before first contact
Build a useful known-and-unknown brief before your first conversation.
Read guide
Message a client and follow up clearly
Use actual message controls with a complete first-message and follow-up example.
Read guide
Prepare and review a client appointment
Review each booking step, including title and attendee validation, time and timezone.
Read guide