Mention Presets are reusable @-mention shortcuts your team can drop into any CRM conversation to trigger a specific Laziza action instantly — no need to type out instructions every time.
Go to Settings → CRM AI Configuration → Presets to manage them.
How It Works
Type @ in any CRM chat room to open the mention picker. Your presets appear in priority order — select one and Laziza executes the instruction immediately in the context of that room.
Default Presets
GigRadar includes five ready-to-use presets out of the box:
# | Name | What it does |
1 | Summarise the conversation | Summarises the thread in 3–5 bullet points: current status, what the client wants, and the recommended next move |
2 | Schedule a follow-up tomorrow morning | Schedules a wake-up for 9am in the team's timezone; if the client hasn't replied, Laziza drafts a polite nudge for review |
3 | What's the next step here? | Suggests one concrete action to take today and one to plan for this week, based on the full room context |
4 | Follow up if client doesn't reply by EOD | Schedules a wake-up for 6pm today; if no reply, Laziza drafts a short follow-up asking about next steps |
5 | Review my last reply before I send it | Reviews the last drafted comment, flags anything unclear, off-tone, or missing context, and suggests a tightened version |
Managing Presets
Reorder — Drag any preset using the ⠿ handle on the left. The top preset appears first in the mention picker.
Add new — Click + Add New, enter a title and instruction (up to 400 characters), then click Save.
Edit — Click into any preset's text field, make your changes, and click Save.
Delete — Click the 🗑 icon on the right of any preset.
Reset — Click Reset to restore the default preset list. This cannot be undone.
Tips
Put your most-used preset at position 1 — it's the first option that appears when you type @.
Keep preset instructions specific and action-oriented. Laziza performs better with clear direction than vague requests.
Presets work best for recurring actions your team does in every conversation — summaries, follow-ups, next-step checks.