Are you wanting to write an email to a specific prospect, or need help generating email templates for sales/marketing Sequences?
In this article we will cover how to create an AI Persona and go over one of the use cases.
Create your first AI Persona
To get started, you will need tell our system about your company's solutions and unique offerings. To do this go to the Outreach Tab at the top of the blue banner. Then select AI Persona from the drop down menu.
On the AI Persona page select "+Add AI Persona" to create one. Please note that only the sections with the red asterisk are required in order to generate the email, but the more information the merrier!
Tip: In the "Your Company Products or Services Description" section it may be helpful to use a prompt. The one you see in the screenshot below helps the system understand my goals by providing context. Then you can add product details and selling points in the next section.
The click Save! And there you go - you've just created your first AI Persona!
Now, let's go over a common use case.
How to compose an email to a specific Prospect using an AI Persona.
If you want to send an email to a specific Prospect, follow these steps:
Navigate to the Prospect Page by clicking on the Outreach tab at the top of your screen in the blue banner.
Click on the name of the person you want to email. (You may need to use the first name search filter on the left of the screen to find the right Prospect)
You'll be redirected to that Prospect's profile card.
Click on the email address displayed on their card.
A compose window will appear. Click the "Write with AI" button.
Choose the AI Persona you’d like to use to generate your email.
Wait a few seconds while your email is drafted.
And that’s it—your email template is ready to review and send
Reach out to your CSM if you have any questions via email or through the in-app chat service.