Continue the Conversation, Intelligently.

Personalize outreach messages based on past conversations

Stop sending generic follow-ups. Our AI agent reads your past conversations and crafts personalized outreach messages that reference previous discussions, creating a seamless and impressive experience .

See it in action

Personalize outreach messages

The Context Gap

Your reps are moving fast and can’t remember the details of every single past conversation. Their follow-up emails are generic and don’t reference key pain points or commitments from the last call, making the outreach feel impersonal and ineffective.

Building a rule for auto-assign leads assignment based on territory.

Past conversations & crafts personalized outreach

Key Features

AI-Powered Conversation Analysis

The agent connects to your CRM and email client to read the transcripts and email threads from all past interactions with a prospect.

Contextual Snippet Generation

The AI identifies key pain points, commitments, or personal details mentioned in past conversations

Personalized Draft Creation

The agent uses these snippets to generate a follow-up email that directly references the previous conversation (e.g., “Following up on our chat about improving your team’s efficiency…”) .

Use Cases

Use-Cases for outreach messages

An Account Executive

Used the AI-generated follow-up after a demo, which referenced a specific pain point the prospect had mentioned. The prospect replied, “Thanks for listening,” and the deal progressed.

A Sales Team

Saw their reply rate to follow-up emails double because the messages were no longer generic.

A Business Development Rep

Was able to craft highly personalized follow-ups in a fraction of the time, allowing them to hit their activity metrics without sacrificing quality.

More Agent Template

Schedule multi-step follow-up sequences

Plans and executes multi-step follow-up campaigns.

Send follow-up LinkedIn connection requests and messages

Sends connection requests and follow-up messages on LinkedIn.

Fully autonomous follow-up campaigns

Runs multi-step follow-up sequences without manual input, triggered by lead behavior.

Education: Follow-up with course leads

Sends follow-ups to prospective students with course info and enrollment prompts.

AI-based sales coaching during calls

Provides live tips and feedback during sales calls based on conversation flow.

Sends follow-ups after webinars, expos, or demos with personalized messaging.

LinkedIn prospect scraping & outreach

Pulls contact data from LinkedIn profiles and automates outreach messages.

Auto-create tasks from WhatsApp

Converts WhatsApp chats into actionable CRM tasks with context.

Cross-platform lead sync

Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.

Auto-tag leads by industry and potential deal size

Tags leads based on industry and estimated deal value.

Scrape LinkedIn for relevant prospects

Extracts relevant prospects from LinkedIn based on filters and keywords.

Qualify leads automatically

Uses public data to assess lead quality and fit.

Personalize outreach messages

Value Proposition

Drastically increase reply rates to your follow-up messages

Build stronger rapport with prospects

Differentiate yourself from competitors sending generic emails

Ensure a seamless and continuous conversation

FAQ

Q1. Is the AI reading all my emails?

It only analyzes conversations with contacts that are present in your CRM to ensure relevance and privacy.

Q2. Can I edit the AI-generated message?

Yes, the agent provides a draft suggestion that you can edit, approve, or use as inspiration.

Q3. How does it handle long or complex conversations?

The AI is designed to identify the most salient and recent points to ensure the follow-up is relevant.

Q4. Is my conversation data kept secure?

Yes, all data is processed securely and is never shared or used for other purposes.

Q5. Does it work for both calls and emails?

Yes, it can analyze call transcripts and email threads to generate its suggestions.

Automate with AI

Start your free trial today.

Send follow-ups that feel personal, because they are. Continue the conversation with context and intelligence. Activate your Personalized Outreach Bot now.

CRM Software has this features:

Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.

Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours

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