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Sales Full official xAI guide

Sales Outbound

Research accounts and contacts, score intent, and draft personalized email and professional-network outreach for review.

218 viewsLast verified 2026-08-25
01

Role and outcome

Account research, contact prioritization, and review-ready outreach.

02

Connect only what it needs

CRMProduct intentCompany websitesEmailProfessional networks
03

Starter prompt

Research the 25 accounts in this CRM view. Score them against our ideal customer profile and recent intent, identify up to three relevant contacts per account, and draft email and professional-network outreach using the attached style examples. Skip anyone already in an active sequence. Return a review list; do not send or enroll anyone.
04

Automation and routine

After the results are reliable, schedule nightly research that always stops at a review list.

05

Approval boundary

Do not send messages or enroll contacts without explicit approval.

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