How to Create an AI Template?

Creating an AI Template in Edenreach allows you to automate personalized outreach messages efficiently, saving time while increasing engagement with your prospects. Here’s a simple guide on how to create an AI Template, which can be customized to suit different campaign needs and audience segments.

Step-by-Step Guide to Creating an AI Template

Step 1: Access the AI Template Page

• Log into your Edenreach account.
• Navigate to the 'AI Templates' section from your dashboard. This area allows you to manage all your existing templates and create new ones.

Step 2: Start the Creation Process

• Click on the ‘Create a new AI Template’ button. This will open a popup or a new page where you can begin configuring your new template.

Step 3: Configure the AI Template Details

• Template Name: Enter a descriptive name for your template. This helps in identifying the template for future use.
• AI Agent: Select the type of persona you want the AI to emulate in the message, such as a marketer, salesperson, or recruiter. This choice will dictate the tone and style of the outreach message.
• AI Agent Mood: Choose a mood from the dropdown list, like optimistic, motivated, or funny, which will influence the emotional tone of the message.
• AI Agent Language: Select the language in which the message should be written. You can choose 'Automatic detection' to let the system determine the language based on the lead's profile data.

Step 4: Provide Context for the Message

• Fill in the 'Provide AI Agent with Some Context' text area. Here, you need to describe the purpose of the outreach, which will guide the AI in crafting a relevant and compelling message. The more specific the context, the more targeted your message will be.

Step 5: Specify Information Sources

• Rely on the Following Elements to Generate the Message: Here, you can select checkboxes corresponding to the pieces of the lead's information you want the AI to consider while crafting the message. Options typically include:
  • Lead professional experience
  • Lead biography
  • Lead skills
  • Lead educational background 
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  • Selecting these elements allows the AI to incorporate specific details into the message, making it truly personalized and targeted.

Step 6: Add Optional Elements

• Call to Action (CTA): Optionally, you can add a CTA to your message. Select a CTA type (e.g., book an appointment, visit a website) and specify the corresponding value (e.g., a URL or phone number). This step is crucial for driving leads towards a desired action.
• Message Footer: Provide a footer for your message, which might include your contact information, position, or company details. This helps in personalizing the message further and offering direct contact points.

Step 7: Save and Activate

• Once you have filled out all the necessary fields, review your inputs to ensure accuracy and relevance.
• Click the ‘Save’ or ‘Create’ button to activate your AI Template. It will now be available to use in your outreach campaigns.