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How to use AI Intros

AI Intros are used after a prospect connects and break the ice with personalized content

Lee | Outreachly avatar
Written by Lee | Outreachly
Updated over 7 months ago

Outreachly’s AI Intros uses AI to personalize your outreach at the sequence level. It automatically gathers relevant data about each prospect and customizes the content accordingly.

These are used after the connection as an introduction message.

🎓 To access the AI features you'll need a subscription to our Engage AI plan. You'll benefit from 500 monthly Outreachly credits to spend on AI and data enrichment.

How to use AI Intros

  1. Navigate to your selected campaign by selecting "Campaigns" from the left menu. Select the campaign you want to edit.

  2. An AI Intro should be used as the first message following a connection message.

  3. The AI uses the content you've added into the step as a base template and then collects data about the prospect and then personalises a friendly intro to get the conversation started.

  4. To turn on the AI feature toggle the orange button in "AI-powered Messages" to On.


  5. If you want to check the AI Intro before it is used then you can use the 'Approve' feature. Read this article on Approving a Campaign Step to learn more.

🚨Don't Forget: AI Intros are a great addition to a campaign but they are used best as the first message after a connection. Don't use them in subsequent steps.

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