Dalil is now Vetta. Read the storyThe story

Browse the Knowledge Center

Lead generation with agents

Configure an AI message variable

Configure an AI message variable1:32

Setting up an AI message variable, a part of a message written fresh for each person. On the agent, open Settings, then AI Message Settings, and click Configure variable. Pick the channel, write the prompt, and review Input: basic details, signals and previous AI messages are always on, Hyper-personalisation can be turned off for a cheaper prompt, and Show more adds CRM fields. Add business context as skill files, save, insert it in a step, then Preview from Leads to see credits.

Transcript

An AI variable is a part of a message that's written fresh for each person. This is the agent's sequence view, a simpler way into a sequence on the canvas. On your agent, open Settings, then AI Message Settings. Click Configure variable on the one you want to change. Pick the channel it's written for, and write the prompt: what the AI should write for each lead. Under Input, basic details, signals and previous AI messages are always on. Signals only exist for leads found by Lead Scout. Hyper-personalisation is the one you can turn off, for a shorter, cheaper prompt. Show more lets you add single fields from the CRM, like the company's tech stack. Under Skill files, click Add business context and pick the documents that guide the writing: tone, structure, phrases to avoid. Then save the variable. To use it, open a step in the sequence, and insert it from the AI Message variables. It shows up as a chip. To check the result, go to Leads, tick a lead and click Preview. You'll see the estimated credits before anything is written, and nothing is sent: the drafts are yours to review. Each quarter, Alex asks Claude for an opener variable. Claude writes it for ten leads and flags two. Claude, ChatGPT or any assistant you connect to Vetta works on your real workspace, so test one variable, then give it a bigger job each week. In the agent's settings, check the opener, then review the messages yourself.

Read the article: Setting up AI variables