AI Playbook
AI Configuration
13 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.