AI Features Guide
25+ AI features powered by Trunnion AI — from analytical intelligence like lead scoring and revenue forecasting to creative generation like brand voice proposals and contract clauses.
Setting Up Brand Voice Profiles
Brand Voice Profiles are the foundation of Zennvue's creative AI. Every AI-generated proposal, inquiry response, follow-up, and review reply uses your Brand Voice Profile to match your writing style.
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Navigate to Settings → AI → Brand Voice
Find Brand Voice in your AI settings panel.
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Upload sample communications
Upload 2–5 examples of your past emails, inquiry responses, or client messages. The more samples, the more accurate the profile.
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Click 'Analyze Brand Voice'
Trunnion AI analyzes your samples and generates a profile describing your tone (formal/casual), style (brief/detailed), and personality traits.
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Review and refine
Read the generated profile and edit any descriptors that don't feel right. You can regenerate at any time.
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Test your Brand Voice
Go to Settings → AI → Test and type a sample inquiry. Review the AI-drafted response to confirm it sounds like you.
Include variety in your samples — a detailed booking confirmation, a casual check-in message, and a professional follow-up. This gives the AI more signals to work with than 5 copies of the same type of email.
Understanding AI Lead Scores
Every client added to your CRM receives an AI Lead Score from 1–100 within seconds. Here's how to read and use these scores.
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View the lead score
Open any client record in your CRM. The AI Lead Score appears in the right sidebar with a color indicator: green (70+), yellow (40–69), red (below 40).
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Review the factor breakdown
Click the score to expand the full factor analysis: email domain quality, lead source attribution, urgency signals, budget indicators, and behavioral patterns.
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See the conversion probability
Below the factor breakdown, Trunnion AI shows the estimated booking probability as a percentage with brief reasoning.
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Prioritize your follow-up queue
Sort your CRM by Lead Score descending to see your highest-priority leads at the top. Respond to 70+ leads first.
Lead scores update dynamically as new information comes in. A score can increase if a lead opens your proposal, decreases if they go 7+ days without responding. Check scores regularly, not just on initial contact.
Revenue Forecasting
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View on dashboard
Your 30/60/90-day cash flow forecast appears as a card on your main dashboard, updated daily.
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Understand the model
Forecasts are built from confirmed bookings (high confidence), proposals in progress (medium confidence weighted by their stage), and historical seasonal patterns.
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Drill into the detail
Click the forecast card to expand a detailed view showing booked revenue, pipeline revenue, and historical comparison.
AI Proposal & Content Generation
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Generate proposals
From any proposal record, click 'Generate with AI.' Trunnion AI creates a complete proposal draft with personalized intro, package recommendations based on client budget, and pricing.
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Generate inquiry responses
From any inquiry in your CRM, click 'Draft Response.' AI generates a personalized reply in your brand voice addressing the specific details of their inquiry.
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Generate review responses
Navigate to Reviews and click 'Generate Reply.' AI writes a tone-matched response — enthusiastic gratitude for 5-star reviews, empathetic problem-solving for 1–2 star reviews.
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Generate follow-up sequences
From any client record, click 'Generate Follow-Up Sequence.' AI creates a 3–5 message sequence with optimal timing and channel recommendations.
All AI-generated content is a draft — review and personalize before sending. AI gets you 80% of the way there instantly; your review adds the final 20% that makes it truly yours.
Frequently Asked Questions
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