Workflow
Message generation
Per-account drafting using your company profile, industry template, and what the AI learns about the account.
Inputs the AI sees
- Your company profile — name, value angle, signature.
- Target account — public info, industry, recent activity.
- Industry template — tone and value-angle bias.
- Compliance footer — appended if enabled.
Default prompt shape
text
You are writing one outbound message to {company_name}.
- Tone: {template.tone}
- Value angle: {template.valueAngle}
- Sender profile: {company_profile}
- Account context: {account_summary}
Write a single contact-form message under {max_chars} characters that:
1. Names a specific reason this account is relevant.
2. Proposes a clear next step.
3. Avoids generic praise and obvious template phrases.
Output only the message body.Templates
Templates set tone and value-angle per industry. Edit them under Settings → Templates.
Length and language
- Default max: 600 characters (configurable).
- Language follows the account's site language unless overridden.
- Compliance footer counts toward the limit.
Tuning
- Lower the temperature for more conservative copy.
- Add "forbidden phrases" to discourage clichés.
- Add "preferred phrases" to match your brand voice.
- Switch models per task — see Configuration.
What humans should still do
Read every draft in the approval queue. The AI gets most drafts right, but human judgment is non-negotiable for tone, relevance, and edge cases.