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Examples & tips

Examples​

Creating your first campaign​

"Create a new email campaign with these details:
- Name: Product Demo Outreach
- Subject: Quick demo of our new feature
- Message: Hi {{FIRST_NAME}}, I'd love to show {{COMPANY}} our new feature. Are you available for a 15-minute demo?
- Send Monday-Friday, 9 AM to 5 PM
- Daily limit: 25 prospects
- Use my main email account"

Adding Prospects in Bulk​

You can paste prospect data to the agent, or upload a csv file directly

"Add these prospects to campaign 12345:
1. John Doe, john@example.com, Example Corp, Marketing Director
2. Jane Smith, jane@example.com, Tech Solutions, CEO
3. Bob Johnson, bob@example.com, Startup Inc, CTO

Use this personalization for each:
- John: 'I saw your recent blog post about email marketing'
- Jane: 'Congratulations on your recent funding round'
- Bob: 'Your product launch looked impressive'"

Campaign Management​

"Pause campaign 12345 and show me its performance statistics"
"Update campaign 'Product Demo Outreach' to send only 15 prospects per day"
"Add a follow-up email to campaign 12345 that sends 3 days after the first email"

Analytics and Reporting​

"Show me statistics for all my running campaigns"
"Which campaign has the highest open rate?"
"Create a summary report of my campaign performance this month"

Tips​

Campaign Management​

  • Start Small: Test with 5-10 prospects before scaling
  • Monitor Performance: Check statistics regularly
  • A/B Testing: Use multiple email versions for optimization

Prospect Data​

  • Personalization: Use meaningful snippets and custom fields
  • Segmentation: Organize prospects with tags and industries
  • Compliance: Include unsubscribe links and respect opt-outs

AI Agent Interactions​

  • Be Specific: Provide clear instructions for campaign creation
  • Verify Results: Check campaign details before running
  • Use Examples: Include sample content and personalization
  • Monitor Automation: Review AI-generated campaigns before deployment