Engagement Letter

Live Requires Standard plan or higher · Agent role

Industry: Accounting & CPA — this app appears only on tenants provisioned for that vertical.

Draft engagement letters and scope summaries.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

• Topic / offering (required) — text field in the workspace
• Audience (optional) — select field in the workspace
• Campaign end date (optional) — date field in the workspace
• Key details (required) — textarea field in the workspace

Primary action button: Generate copy

Workspace overview

Before you start

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Standard apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select Engagement Letter under Industry apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Upload document (optional) — Under Upload document, attach a file and click Upload. Enable Run after upload to fill the workspace and run in one step.
4. Use file history — Under File history, select a saved file and click Load file to populate your text field.
5. Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
6. Complete additional inputs — In Workspace, fill Topic / offering, Audience, Campaign end date before you run.
7. Enter Key details — In Workspace, add content to Key details (paste text or load from upload).
8. Run the app — Click Generate copy. Review the Result section and download if needed.
9. Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Topic / offering

3BR suburban listing — open house 5/24

Product, property, service, or campaign focus.

Audience

Local buyers on Instagram and your email list

Who will read the copy (buyers, patients, fleet managers, etc.).

Campaign end date

2026-06-30

Expiration date for the promotion.

Key details

1,850 sq ft, updated kitchen, list price per your MLS sheet, open house Sat 1–4pm

Only facts you can verify; do not ask the AI to invent pricing or approvals.

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

• Instagram caption + 3 hashtags for a Saturday open house.
• Short LinkedIn post announcing a new service line.
• Email subject lines A/B for a seasonal promotion (facts you supply).

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (marketing copy)

• Headline and 2–3 short post variants for your audience
• Bullets using only key details you entered
• Disclaimer line when promos or health claims apply

Tips

• Keep prompts specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

← Back to industry app tutorials · Getting started · FAQ