AI Playbook
AI Configuration
8 articles
IntroductionLearn what the AI Playbook is, how it is structured, and how to set it up for the first time.
Company InformationConfigure your company context so the AI knows what you sell, who you sell to, and how to position your product.
Personal InformationSet up your sender identities so the AI knows who is sending each message and can personalize outreach authentically.
AI VariablesCreate and run AI-powered columns that automatically research and enrich your contact and company lists.
AI CampaignsSet up AI-powered prompts that automatically continue conversations with leads once they reply to your outreach.
AI Conversation Tags & ICP Quick FilterLabel conversation replies automatically or manually to organize your pipeline, and use your ICP to pre-fill LinkedIn search filters instantly.
Available AI Models & Prompt Best PracticesChoose the right AI model for your use case and learn how to write effective prompts that get the best results from the AI.
FAQsAnswers to the most common questions about AI Conversation Tags, AI Variables, Deep Research, and AI models.