Draft the offer message AIAI feature

The covering message is the part of the offer the customer reads first and the part that most often gets written at half past six on the way out of the door. Reonic can draft it for you from the offer itself: it knows what you planned, what it costs, what the customer saves and how they'd pay for it, and writes a plain-language message on that basis.

The draft is a starting point. You read it, change what's wrong, and it goes out under your name.

Before you start

• This is for residential offers. There's no equivalent on commercial offers.
• Finish the planning first. The draft is written from the components, the pricing and the simulated savings, so an unplanned variant gives it nothing to describe.
• Check it's available to you. Open a residential offer's Finalise tab and look for Enable AI mode in the offer-letter menu. If it isn't there, ask your Reonic account manager.
• You need an Editor role or higher with access to residential offers.

Draft a message

1. Open the offer and go to the Finalise tab.
2. Find the Offer letter section.
3. Open the three-dot menu beside the text box and click Enable AI mode. This sticks, so you only do it once.
4. Click Generate text.
5. Wait a few seconds. The draft appears alongside your existing text so you can see what's changing.
6. Click Accept to take the draft, or Reject to discard it.
7. Edit the text as you like, then save the offer as usual.

Offers with several variants

When the offer has more than one variant, Generate text opens a list first, so you choose what the message should cover.

1. Click Generate text. A panel opens with a checkbox per variant.
2. Tick the variants you want mentioned. Pick one and the message is written about that option; pick several and it's written as a comparison.
3. Variants marked with a lock have already been sent for signature and can't be included. Variants marked as empty have no planning yet, so there's nothing to write about.
4. Click Generate text in the panel.

Expect a longer wait than a single-variant offer: each variant is calculated in turn before the message is written, so a five-variant offer takes noticeably longer than a one-variant offer.

What goes into the draft

The message is written from the offer: the components you planned, the line items, any subsidies, the total price with VAT, and the calculated results — yield, self-consumption, self-sufficiency and payback.

Where the variant is financed or leased, the draft also states the monthly instalment, the term and the total price including interest. Cash options don't get financing wording.

The message comes out as plain prose in your workspace's language, with no subject line and no signature — those come from wherever you normally send it.

Things to know

• Read it before you send it. It's a draft written from data, not a verified statement. You are responsible for what goes out under your name — check the numbers it quotes and the promises it appears to make.
• Resolve one suggestion before starting another. If a draft is on screen, click Accept or Reject before loading a template or generating again. Leaving a pending draft and then loading a template can result in the older text winning when you save.
• Drafts aren't kept. Reject one and it's gone; there's no history of previous attempts, so copy anything you want to keep before generating again.
• Each generation is a fresh calculation. Clicking Generate text again re-runs the whole thing rather than reusing the last result, so avoid double-clicking.
• Once you accept, it's just your text. The message is saved exactly as any hand-written one, and you can edit it freely afterwards.
• The message can't be redrafted after signature. Once a variant has gone out for signature its message is fixed; changing it means re-issuing the offer.
• The tone is fixed. The draft aims for clear, concise, non-technical language. There's no per-workspace tone setting, so house style is something you apply when you edit.

Last updated on September 9, 2026