We're going to teach the AI to understand your company's value proposition, your Ideal Customer Profile (ICP), and provide context about each identity, so it can generate highly personalized messages for every contact.
👉 To get started, go to Genesy > AI Playbook from the left-hand menu.
You'll be working in the first two tabs:
Company Information
Personal Information
Step 1: Enter Company Information
In the Company Information tab:
Fill in the Website and LinkedIn URL fields so the AI can gather relevant public data about your company.
Click Fill with AI and let the system auto-complete as much information as possible.
Review and adjust the content as needed.
The AI will retrieve:
Company Information: Name, industry, number of employees, a short description, etc.
Products & Services: A breakdown of what you offer, with descriptions and value propositions.
Ideal Customer Profile (ICP): Who your ideal customers are, based on your target market.
Competitors: Key competitors for better market context.
Testimonials: Quotes from your customers that the AI can reference.
FAQs: Questions and answers about your business and products.
💡 You can always click + Add another to insert more entries in any section.
Step 2: Enter Personal Information
In the Personal Information tab:
Select one of your identities from the list.
If the LinkedIn URL isn’t connected yet, paste it in and click Fill with AI.
The AI will enrich the profile with relevant details.
Review and edit as necessary.
🔁 Repeat this step for each identity you want to use to send messages or launch AI campaigns.
That’s it!
You’ve now taught the AI how to undestand what you sell, who do you sell to,and who you are
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What Are AI Variables and AI Campaigns?
The other two tabs in the AI Playbook — AI Variables and AI Campaigns — serve a different purpose. They don’t provide context but guide how the AI should take action.
AI Variables
These are one-time actions the AI can take on a contact or company, such as:
Classifying
Segmenting
Enriching
Generating a custom message
👉 Learn more:
AI Campaigns
These are message prompts the AI uses to continue conversations after a lead replies to a message in your sequence.
👉 Learn more: