Campaign Architecture & Personas
How do I initialize a new campaign for Clay leads?
Instead of importing leads manually into Twain, you now create a "shell" campaign first.
Create the Shell: Open Twain and create a new campaign, selecting Clay as your lead source.
Define Personas: You can add up to 15 granular titles (e.g., "VP of Demand Gen," "Growth Lead"). Twain handles the heavy lifting by auto-creating sub-campaigns for these targets.
Set Research Prompts: This is where you "nudge" Twain's deep research (e.g., "Look for recent podcast appearances but ignore news older than 6 months").
Technical Requirement: For individual-level research, a LinkedIn Profile URL is preferred. If you only provide a work email, Twain will limit its deep research to the company level.
How do I connect the two platforms?
Once the campaign is created, copy the Campaign ID from the Twain URL or settings. In your Clay table, search for the Twain: Generate Sequence integration and paste the ID. You can use your Twain API Key or Clay Managed Credits for billing.
Advanced Custom Variables (Multi-Signal)
How do I pass complex signals (like G2 intent) from Clay to Twain?
The integration now supports Multiple Custom Variables. This is essential for "Multi-Signal" campaigns where you have data points like G2_Visits, Pricing_Page_Hits, and Current_Tech_Stack.
What is the "Custom Variable Description" and why is it vital?
When you map a column like G2_Visits, Twain might only see the value 3. The Description field provides the AI with context:
Variable Value:
{{G2_Visits}}Variable Description: "This represents the number of times members of the prospect's organization visited our G2 comparison page." This ensures the AI doesn't "hallucinate" and claim the specific prospect visited the page if the data is only account-level.
The "They" vs. "Someone" Rule
Avoid Pronouns: Avoid using "they" or "you" in your descriptions. This prevents the AI from "hallucinating" and claiming the specific prospect visited a page when the data is only account-level.
The Gold Standard: Instead of "Number of times they visited," use "Number of times someone from the organization visited...".
Contextual Anchoring: Clearly define what the data represents (e.g., visits to a "Pricing" page) so the AI stays grounded in verified facts.
The "Twain-First" Editing Workflow
Why shouldn't I regenerate messages directly in Clay?
Efficiency and cost. Regenerating via the Clay API spends a credit every time. In the Twain web app, regenerating and tweaking frameworks is free.
What is the best workflow for saving credits?
Push Samples: Run 3–5 leads in Clay to "push" the data to Twain.
Refine in Twain (FREE): Go into the Twain UI. Use the free regeneration loop to refine your frameworks until the samples look perfect.
Bulk Run: Once satisfied, go back to Clay and run the rest of the list.
How do I use the "Suggest" tool in the Framework builder?
Inside Twain’s framework editor, use the Suggest button to toggle which signals you want in which message (e.g., G2 Visit in Message 1, Tech Stack in the Follow-up).
Refining & Multi-Channel Outputs
Can I force Twain to use my own proven copy?
Yes, using the Verbatim (Quote) feature. Wrap specific text (like a CTA) in quotes in the framework editor, and the AI will generate personalization around it.
How do I manage follow-ups and LinkedIn?
Twain can generate up to 9 steps per sequence.
LinkedIn: Twain automatically respects LinkedIn character limits for connection requests.
Logic: Use instructions like "Never mention the same insight used in Message 1" in follow-up frameworks to avoid repetition.
What do the "Warnings" in the Clay table mean?
Twain performs a "health check." If research is thin or a persona doesn't match, it flags a Warning. Filter these out in Clay before pushing to your sequencer (Smartlead, Instantly, etc.).
Troubleshooting & Technical Notes
Real-Time Sync: There is no "live" sync. If you edit a framework in Twain, you must Rerun those rows in Clay to pull the updated copy.
The "Twain Link" Column: Every row in Clay generates a unique Twain URL. Click this to manually review research sources or edit a specific message before pushing it to your CRM.
Timeout Errors: If a row fails or times out, simply select it in Clay and click Rerun.