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Learn about the AI Assistant here,

AI Assistant

You can learn how to use the AI Assistant in this tutorial.

How To Use Your AI Assistant

Objective

This is a step-by-step guide to configure AI prompts for summarizing company profiles, generating subject lines, drafting introductions and Direct message. These prompts can streamline lead generation and enhance communication with prospects.

Step 1: Access AI Prompt Settings

  • Open Your List: Begin by opening the List of prospects that you’ve searched for in the system.

  • Identify AI Features: In the list, you will see four buttons:

    • DM [Direct Message]

    • Summary

    • Subject Line

    • Introduction

    These are the areas where the AI Assistant will generate content based on your prompts.

Step 2: Create a New AI Assistant Prompt [Optional]

  • The AI Assistant comes equipped with default prompts that are set to work with your new List. This step is optional.

  • Click on "Create New Prompt": This will start the process of configuring a new prompt.

  • Name Your Prompt: Give the prompt a clear, recognizable name, e.g., Business Opening Prompt.

  • Select Prompt Type: Choose the type of AI prompt you want to create:

    • Direct Message: For creating social media DMs.

    • Summary: For summarizing company data.

    • Subject Line: For generating subject lines for emails or messages.

    • Introduction: For drafting personalized introductory messages.

  • Choose Data Sources: Select which variables (e.g., company name, website) the AI Assistant will use. For example:

    • Insert the company website and name from the search data.

Step 3: Write The AI Assistant Prompt

  • Define the AI Action: Write instructions for the AI to follow. Example:

    • "Analyze the business found at [company website] and determine if there are opportunities for [your company] to collaborate. Reply with suggestions on how both companies could benefit from working together."

  • Additional Parameters: Set any additional rules for the prompt. For example:

    • Format the reply into paragraphs.

    • Limit the response to five sentences.

Step 4: Test the Prompt

  • Save and Run the Prompt: After configuring the prompt, click Save. Select a company from your list, then run the prompt to see the AI’s output.

  • Review the Response: Analyze the generated result to ensure the output meets your expectations.

    • Example Result: "This company focuses on X and Y. Our company, [your company name], specializes in Z. We could collaborate on A and B."

Step 5: Fine-Tune the Prompt

  • Edit the Prompt: If the results need adjustment, edit the prompt. For example, you can change the tone by adding a word such as "humorous" to the instructions.

  • Test Again: Run the edited prompt and check how the new tone or format affects the output.

    • Example: After adding "humorous," the response may become more casual, e.g., "This company knows how to build the heck out of things."

Step 6: Automate Communication

Use the AI Assistant for Different Contexts: Set up prompts for various scenarios:

  • Direct Messages (DMs): Create a prompt specifically for generating polite and professional DMs, tailored to platforms like Instagram.

  • CRM Integration: Once you’re satisfied with the prompt results, they can be automatically populated into your CRM system.

Step 7: Advanced Techniques

  • Modify Default Prompts: Edit any of the pre-existing default prompts if you feel they need adjustments.

    • Change wording, tone, or style to suit your needs.

  • Use AI to Write Prompts:

    • You can ask ChatGPT to generate prompts for you. Example:

      • "Act as a prompt expert. Write a prompt that will generate an Instagram DM for a company."

    • Copy the generated prompt back into the system.

Step 8: Bulk Generate AI Assistant Content

  • Bulk Selection: If you want to generate AI responses for multiple companies at once, select all companies in the list.

  • Run Bulk Actions: Click the AI Generate button to run the prompt across multiple companies simultaneously.

Step 9: Automate in CRM

  • Export to CRM: Once the AI Assistant has generated the content, it can be automatically sent to your CRM, populating fields like the subject line, introduction, and summary.

  • Use in Automation: AI-generated content can be used in automated emails, direct messages, or other communication workflows.

Tips:

Tweak Prompts Regularly: Regularly review and modify your prompts to improve the relevance and tone of the AI-generated content.

Use the AI Assistant for Specific Needs: Customize prompts for unique purposes such as outreach, direct messages, or social media engagement.

Leverage AI's Power: The AI Assistant can create different styles (formal, casual, humorous) by adding simple adjustments to your prompts.