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Create a Message Template

The modal is similar to the one for creating an AI Snippet and an AI Message: on the left there is a preview panel of the message output (by selecting an identity and a lead to run it on), and on the right is the configuration.

In the Message Template configuration we find the following elements:

  1. Basic definition: define a name and select a folder.

  2. Text field for the message: we can include attributes, just like in the others:

    • Variables and lists

    • AI Messages and AI Research

    • Formula fields and custom fields

  3. Option to add AI Snippets: the idea is to create a template-style message with personalized nuances powered by AI. Those nuances are the AI Snippets; for example, an AI Snippet for the greeting followed by the rest of the message, which is deterministic.

  4. Additional personalization: we can add variables to personalize the message (such as "company name", "first name" or any other), as well as attach documents, files, images and videos.

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We can also define several messages in sequence (like in a bundle) to simulate a more realistic conversation flow, so that the messages are sent one after another. This applies only to the LinkedIn channel, not to email or InMail. That's why, in "Create Message Template", the channel appears at the top divided into three tabs: LinkedIn, Email or InMail.

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