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How to use the AI Personalization?

How to use the step "AI Personalization" in your workflow

Oleksandra Nesteruk avatar
Written by Oleksandra Nesteruk
Updated this week

The AI Personalization step allows you to leverage artificial intelligence to enrich your lead data and personalise your outreach at scale

In this step, you can write the AI prompt, which can help you with the following:

  • Identify the industry of the lead’s company based on their website

  • Determine if the company offers a free trial, based on their website content

  • Clean the company name by removing unnecessary elements (e.g., Ltd, LLC, Inc.)

  • Generate a personalized first sentence for your message based on the lead's data


How to Set Up AI Personalization

1. Add the "AI Personalizations" step

2. Write a prompt (or select from templates)

The prompt is your instruction to the AI. You can write your own or choose from existing templates. Be clear and specific about what you want the AI to do.
Example prompts:

  • "Based on the website of this lead, identify the industry of the company."

  • "Clean the company name by removing elements like Ltd, LLC, Inc."

3. Specify the variable to save the result

Decide where the AI result should be stored. Enter the name of the field (variable) where the output will be saved


After you launch your workflow, the data will be shown in a separate column on the Results tab and in the exported file:

Please note: if you use the Web search for the step, you will be charged 5 credits per row (1 contact). If you use Offline Inteligence Data Task, you will be charged 1 credit per row (1 contact)

If you have any further questions, please contact us via live chat or via email at [email protected]


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