AI Template Discovery scans your team's sent emails for repetitive reply patterns and automatically generates templates from them. It is the fastest way to build a template library when you are starting with Slokoto or migrating from another CRM.
Where to find it
Go to AI Settings -> Templates tab. The page has three sections:
- Email & SMS Templates - your existing template library.
- AI Template Discovery - configure and run a manual history scan.
- Discovered Templates - review, edit, approve, or reject AI-found patterns.
Only admins can access AI Settings and run discovery scans.
How it works
Template Discovery works in three phases:
Phase 1 - Email collection
Slokoto scans sent emails from the Gmail accounts you select. It reads outbound messages, strips signatures and quoted text, and extracts the actual reply body. The scan moves backward through email history, one page at a time.
Phase 2 - Pattern detection
Collected emails are sent to AI in batches. The model groups similar replies and extracts generalized templates with {{placeholders}} for names, products, and company references.
Phase 3 - Deduplication
Each discovered pattern is compared against your existing templates. If a pattern is too similar to a template you already have, it is skipped. New patterns enter the moderation queue.
Running a scan
Step 1 - Select Gmail accounts
Check the boxes next to the Gmail accounts you want to scan. Only connected accounts appear in the list. You can select one account or several.
Step 2 - Choose the history window and one-time budget
Template Discovery is a manual history scan, so it asks for both a history window and a one-time AI budget. Presets set the scan window and fill in a suggested dollar cap; admins can still adjust the cap before starting.
| Window | Suggested one-time cap | Best for |
|---|---|---|
| 7 days | $1 | Quick test or small mailbox sample |
| 30 days | $3 | Standard onboarding pass |
| 90 days | $6 | Deeper recent history |
| 6 months | $10 | Migration preparation |
| 1 year | $15 | Broad historical scan |
| All time | $25 | Maximum first import |
| Custom | Admin chooses | A controlled date range for a specific migration |
The scan only reads sent email inside the selected window. It stops when it reaches the one-time budget, the request time limit, or the end of that email history.
Step 3 - Choose auto-approve
When auto-approve is on, discovered templates are added to your library immediately without review. When it is off, they go into the moderation queue.
Step 4 - Start
Click Start Discovery. The page shows the selected history window, emails scanned, one-time budget used, remaining budget, the normal real-time daily AI cap, and discovered template count.
Budget and resuming
Template Discovery stores its progress. If the scan pauses or is cancelled, it saves the cursor for each selected Gmail account. You can:
- Resume from where it stopped.
- Increase the one-time budget to continue within the selected history window.
This makes it easy to start with 7 or 30 days, review the results, and expand to a larger window later without restarting from the beginning.
Reviewing discovered templates
When a scan finds templates with auto-approve off, discovered templates appear in the Discovered Templates section. Each card shows:
| Element | Description |
|---|---|
| Template name | AI-generated name based on the pattern |
| Body preview | The extracted template text with {{placeholders}} |
| Occurrence count | How many similar emails the AI found |
| Product tag | Whether the template is product-specific or generic |
| Similarity warning | Shows if a similar template already exists |
| Pattern description | AI explanation of what the pattern represents |
Each discovered template can be approved, edited and approved, or rejected. You can also use Approve All or Reject All for bulk review.
What makes a good discovery scan
- Connect multiple team members' Gmail accounts so the scan sees more reply patterns.
- Start with a modest one-time budget, review results, then expand if needed.
- Run the scan after setting up Product Knowledge so AI can tag templates correctly.
- Review before approving when you want tighter control over wording.
Next: Learn about Email & SMS Templates