Understand AI Variables
An AI Variable is a reusable prompt-and-settings bundle that tells Enginy how to research and return a specific piece of information for a Contact or Company. Think of it as a smart column: instead of manually researching, the AI reads the attributes you provide (name, domain, job title, LinkedIn, etc.), optionally searches external sources, and returns the answer in the format you specify.
AI Variables are used to generate additional information columns in your lists. You can use ready-made templates or build your own, then run them in bulk and store results as columns on your table.
Example use cases:
Contact: "Best outreach icebreaker (1 sentence) for {first_name} based on their recent activity: {recent_activity}."
Company: "1-line summary of {company_name} growth signals (funding, hiring, product launch)."
Create an AI Variable
Navigate to AI Playbook > AI Variables.
Click Create AI Variable (top right).
Select the entity type: Contact or Company. This determines whether the variable appears in the Contacts tab or the Companies tab in the left panel.
Fill in the form fields described below.
You can start from default Templates to be able to configure the new AI variable even faster:
Important: Whether an AI Variable is Contact-type or Company-type affects its visibility. Contact-type variables are only visible in Contact lists; Company-type variables are only visible in Company lists.
Output Types
Select the Output type to define how the AI returns results:
Output Type | Description |
Text | Open-ended string answers — summaries, descriptions, messages, or hooks |
Number | Numeric value (int or float) — scores, rankings, counts |
Date | A valid calendar date — events, deadlines, timeline extraction |
One of | Restricts results to a predefined set of tags or options (e.g., Yes/No, Hot/Warm/Cold, B2B/B2C) |
URL | Browser URL format |
Email address format (text + @ + domain) |
Important: The output type affects the qualification criteria you can set up. Use One of whenever you want the AI to choose from a closed set of answers — it ensures consistent, filterable output and prevents vague or unexpected responses.
Example: An AI Variable with the instruction "Tell me if the company is either a B2B, B2C, or B2C with B2B products" and the output type set to One of will only return one of those three values. This ensures consistency, makes results easier to filter and analyze, and prevents unexpected or vague answers.
Provide Explanation Option
You can activate the Provide explanation option when creating or editing a variable. When enabled, the AI returns both the result and a short reasoning behind it, giving your team more context about why the AI chose that answer.
Tip: Like or dislike the outputs generated to help improve the quality of the AI results over time.
Write an Effective Prompt
The Prompt field is the main instruction. Use the following recommended structure:
Section | What to Include |
Persona | Which role the AI represents |
Context | Some context as explanation, including sender variables (My Company) and receiver variables (Contact) |
Goal | What the AI should produce |
Instructions | Personalization and randomization rules, greeting format, icebreaker options, value proposition, CTA, tone, and formatting constraints |
Signature (recommended for email) | Specify that the sign-off should be omitted — the signature is added automatically from the identity configuration |
Template (optional) | The message with |
Language instructions (optional) | Rules to choose a language based on conditions or parameters (e.g., receiver's location) |
Examples (recommended) | Sample outputs showing what a good result looks like |
You can reference contact and company fields inside your prompt using the {field_name} syntax. Type { in the prompt editor to see the full list of available variables.
Examples of effective prompts:
"Classify {company_name} into one of the following: Enterprise, Mid-market, or SMB. Return only one of these."
"Based on {company_name}'s website and industry ({industry}), summarize their core value proposition in one sentence."
"From {domain} and industry ({industry}), list up to 3 potential business challenges the company may face. Return as a bullet list."
Avoid vague prompts like: "Tell me everything about this company." — Too broad, no structure.
Tip: Be explicit in your prompt about what to search for when using Deep Research. The more specific you are, the more accurate the results will be.
Enhance Button
Below the prompt editor, the Enhance button lets the AI automatically polish your prompt — improving its structure, wording, and references to Enginy attributes. Write a first draft, click Enhance, then review and accept or adjust the improved version.
Add Attributes (Placeholders)
Use the Add attributes option to select which row fields the variable can use as context. Reference them inside your prompt with the {field_name} syntax.
Common Contact attributes:
{firstname}, {lastname}, {job_title}, {geo_region}, {last_linkedin_post}, {job_change}, {previous_positions}, {mentioned_in_news}
Common Company attributes:
{company_name}, {description}, {industry}, {iq_company_news}, {yearly_headcount_growth}, {website}
Deep Research
Enable the Deep Research toggle to let the AI browse the web and find information beyond what is already available in your lists. It covers web pages, news, company websites, and other public sources in one unified search.
How Deep Research Works
The AI reads your prompt and understands what information it is looking for.
It performs web searches using relevant keywords based on the lead or company data.
It visits up to the first ten web pages returned by each search.
It analyzes the content and returns an answer based on what it found.
It can iterate up to 5 times, refining searches and exploring different sources.
The technology behind Deep Research uses Firecrawl, a specialized web-scraping tool designed to extract content from websites and convert it into a format the AI can understand.
Deep Research Capabilities
Capability | Description |
Search the web | Find information across public websites, news articles, and online directories |
Read website content | Extract text, data, and information from company websites and other public pages |
Follow links | Navigate from one page to another to find relevant information |
Extract structured data | Pull out specific information like company size, industry, or technology stack |
Filter by recency | Focus on recent news or content from specific time periods |
Handle dynamic content | Access pages that require JavaScript to render |
Limitations vs. Standard AI Web Search
Aspect | Deep Research | Standard AI Web Search |
Search scope | Searches based on specific lead or company context; limited to 5 iterations per field | Searches the entire open web freely |
Real-time information | Fetches data at enrichment time; cached results may be up to 2 days old | Always fetches the latest information |
Content access | Public, unrestricted websites only; may be blocked by anti-bot measures; 100-second page timeout | More flexible access; some premium content partnerships |
Reasoning | Focused on answering the specific prompt; limited to 5 iterations | Can reason across multiple topics and continue indefinitely |
Best Use Cases
Finding company information not available in your existing data (website, size, industry, technologies used).
Researching specific facts about a lead's company (recent news, funding rounds, product launches).
Extracting data from known websites (company website, Wikipedia, Google).
Enriching with publicly available information that requires visiting multiple pages.
When Deep Research May Struggle
Information is behind login walls (private LinkedIn data, gated content).
Data changes by the minute (stock prices, live scores, breaking news).
Questions are very open-ended ("Tell me everything about this company").
Sources actively block web scrapers.
You need to compare hundreds of sources for a single answer.
Deep Research Cost Considerations
Deep Research uses more credits than standard AI Variables because web searches and page scraping incur additional costs per execution, and multiple iterations may be needed.
Tip: Use Deep Research only for fields where the information is not available elsewhere. Test with a small batch first to estimate total costs. Use specific prompts to reduce the number of iterations needed.
Deep Research Troubleshooting
Issue | Likely Cause | Solution |
Returns "No data found" frequently | Information may not be publicly available | Verify the information exists online manually; refine the prompt |
Slow enrichment times | Multiple search iterations and page loading | Expected behavior — Deep Research prioritizes accuracy over speed |
Inconsistent results | Sources may have conflicting information | Add more context to the prompt to narrow down sources |
Blocked on certain sites | Anti-bot measures | Some sites cannot be accessed; try alternative sources |
Select an AI Model
When creating or editing an AI Variable, you can choose the AI model to use. Each model has different strengths — see the Available AI Models article for a full comparison.
Cost Considerations
Each AI model has an associated cost. Beyond the model, cost can also increase based on:
Prompt complexity — measured by the number of tokens consumed.
Nested AI Variables — if your prompt references other AI Variables, their cost is added to the total.
Deep Research — enabling the toggle adds to the cost per execution due to web searches and page scraping.
Test an AI Variable
Before running a variable across your entire list, test it on a single contact or company to validate the output quality and prompt accuracy. Click the play icon in a specific cell to run the variable for an individual record.
Run AI Variables on Your Lists
Once created, AI Variables appear as columns in your Contact or Company lists. There are several ways to run them:
Via Enrichment modal: Open the list, click Enrichment > Enrich with AI (top right). Select one or multiple templates, then click RUN.
From the column header: Hover over the column header and click the play icon to execute the variable for all rows in the current view.
Bulk run: Click the column header, then select Run column > Visible rows or All rows.
Individual run: Click the play icon in a specific cell to run the variable for a single lead or company.
Manage AI Variables
All AI Variables are managed from the AI Playbook > AI Variables tab. The left panel displays all variables organized in folders, with two tabs: Contacts and Companies.
Click the three dots on any variable card to access the following actions:
Action | Description |
Edit | Edit the variable prompt and settings |
Duplicate | Duplicate the variable to reuse and modify its content |
Clone to client | Clone it to another client account (available to Enginy partners only) |
Delete | Permanently delete the AI Variable |
Note: You can also create, edit, or duplicate an AI Variable directly from a list. Hover between columns and click the + icon to create a new one, or click a column header and select Edit column or Duplicate column.
Warning: An AI Variable's name cannot be changed after it is created, as renaming would break references in campaigns that use it. If you need a different name, duplicate the variable, give the copy the desired name, and delete the original.
Use Case: Personalize or Randomize a Message Template
You can use AI Variables to generate variations of a message template — either personalized based on contact data or randomized for variety.
Step 1 — Write your base message outside of Enginy.
Step 2 — Identify the parts to change. Replace variable sections with [TAG] placeholders (e.g., [GREETING], [PRODUCT], [PERSONA], [CLOSING_LINE]).
Step 3 — Define the rules for each tag:
For personalization: specify the criteria (e.g., "If the job title indicates a Sales leadership role, then
[PRODUCT]= outreach automation").For randomization: list 3 or more possible options (e.g., randomize
[GREETING]between "Hi", "Hey", and "Just curious").
Step 4 — Create the AI Variable at Enginy > AI Playbook > AI Variables > Create AI Variable using the prompt structure above.
Troubleshoot AI Variables
Symptom | Cause | Resolution |
AI Variables return "No data found" for all leads | API usage credits are exhausted | Check your usage dashboard or the notifications icon next to the Settings button. Replenish credits or wait for the billing cycle to reset. |
Credits remain but data is still empty | The selected AI model may be too lightweight for the prompt's complexity | Switch to a more capable model and run the variable again. Simplify the prompt or add more context to improve reliability. |
Note: Hover the ? symbol in the output cell to see the explanation provided by the AI — this can help you understand why no data was returned.
Tip: If you receive a notification that your API credits are exhausted, either increase your quota with your AI provider or temporarily disconnect the integration to fall back to Enginy's platform credits.












