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Introduction

Learn what the AI Playbook is, how it is structured, and how to set it up for the first time.

The AI Playbook is the central brain of your Enginy account. It is where you configure your company context, personal identities, AI Variables, AI Campaigns, and AI Conversation Tags — everything the AI needs to generate accurate, personalized outreach at scale.

Overview — The Five Tabs

The AI Playbook is located in the left-hand menu of the Enginy sections panel. It contains five tabs, each serving a distinct purpose:

Tab

Purpose

Company Information

Provides the AI with context about your company, products, ICP, competitors, and more. Also sets default filters (saved profiles based on ICPs) for contact and company searches.

Personal Information

Stores details about the identities (senders) connected to your account, so the AI knows who is sending messages.

AI Variables

Executable prompts that run on any Contact or Company to return enriched data (Text, Number, Date, or Tag). They appear as columns in your lists.

AI Campaigns

Prompts used by the AI Agent to continue conversations automatically once a lead replies to a campaign message and the sequence stops for that lead.

AI Conversation Tags

Labels that can be applied to conversation replies — manually or automatically via AI-powered Auto tagging.

Getting Started

To begin teaching the AI about your business, navigate to Enginy > AI Playbook from the left-hand menu. You will work primarily in the first two tabs — Company Information and Personal Information — to give the AI the context it needs.

Step 1 — Enter Company Information:

  1. Open the Company Information tab.

  2. Fill in the Website and LinkedIn URL fields so the AI can gather relevant public data.

  3. Click Fill with AI and let the system auto-complete as much information as possible.

  4. Review and adjust the content as needed.

Step 2 — Enter Personal Information:

  1. Open the Personal Information tab.

  2. Select one of your identities from the dropdown.

  3. If the LinkedIn URL is not connected yet, paste it in and click Fill with AI.

  4. Review and edit as necessary.

  5. Repeat for each identity you plan to use for sending messages or launching AI Campaigns.

Note: The more accurate and detailed the information in your AI Playbook, the better the AI will perform across variables, campaigns, and automated interactions.

Once these two tabs are complete, you have taught the AI what you sell, who you sell to, and who you are. The remaining tabs — AI Variables, AI Campaigns, and AI Conversation Tags — do not provide context but instead guide how the AI should take action.

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