AI Smart Snippets

Overview

AI Smart Snippets turn static email templates into dynamic, personalized messages — without manual research or liquid syntax.

Instead of relying on fixed merge fields like {{title}}, Smart Snippets act as smart placeholders that generate a short, tailored line for each lead automatically when the email is sent.

Each snippet uses your own prompt and real lead data to create content that feels handwritten, relevant, and on-brand, while still fully scalable.

Example:

Let’s say you could write this in your email:

{{ai_opener}} → “Write a short, friendly opening line mentioning {{company_name}}’s latest product or milestone.”

When your sequence runs:

• For Sarah from Acme, it might generate:

  “Congrats on Acme’s new analytics release — looks like a big step forward!”

• For Tom from GreenTech, it might generate:

  “Saw GreenTech just opened its Berlin office — exciting to see the expansion!”

Each line feels personal but you only had to write the prompt once.

Why reps love it

• Faster personalization → No more research marathons before writing each email.

• Better quality → Messages sound unique and natural for every prospect.

• More replies → Personalized emails drive higher engagement and avoid spam patterns.

• Less lift → Reps can focus on conversations and closing, not copywriting.

Where you can use Smart Snippets

• Currently available only for manual email stages.

• You can insert one Smart Snippet per email stage.

• To use AI Smart Snippets, you’ll need to have AI Credits available. If you don’t yet have AI Credits or aren’t sure about your plan, reach out to support or your account manager.

How it works

• You add a Smart Snippet
  Insert it directly into your email stage from the editor

• You define the instruction

  → Example: “Write a short, friendly opener referencing {{company_name}}’s recent product launch.”

  → Any dynamic fields you include inside your instruction (like {{first_name}}, {{company_name}} must exist on the lead’s record.

  → If a field is missing — for example, you use {{random_field}} that doesn’t exist or has no value — the AI will automatically fall back to your provided fallback text for that lead.

  

• Define your fallback

  → Write it exactly as you’d write the line yourself if AI Smart Snippets doesn't exist.

  → This is what will appear when: Required data is missing (e.g. you used {{title}} in instruction but lead don't have one) or the AI isn’t confident in the result (e.g. no recent company news found)

  

• Check examples

  → After you define your prompt and fallback, you’ll see a few dummy example outputs — these are only samples to give you an idea of tone and structure.

  → You can also generate a sample output from a real lead by using the Stage Preview in your sequence.

  → This helps you see how the snippet will look once it pulls live data.

  

• Generate, review, and send when executing tasks

  

Reusability and linking

• Smart Snippets are shared objects — they can be reused across different sequences.

• Important: editing one snippet updates it everywhere it’s used.

  • Example: if you edit a snippet in Sequence X (draft), that same change appears in Sequence Y (live).

  • This makes it easy to maintain consistency, but keep it in mind before editing shared snippets.

Prompt Best Practices & Examples

Creating great Smart Snippets starts with writing great prompts. Here’s how to get consistent, on-brand personalization every time:

Best Practices

1. Include 2–3 example outputs
Show the AI what “good” looks like — include short examples that reflect your tone, structure, and vocabulary.
The model learns from these examples and mirrors your phrasing style.

2. Start small
Focus on personalizing one high-impact part of the message — such as the opener, hook, or P.S. line.
Smaller snippets are easier to control and yield higher-quality outputs.

3. Combine prompts + data
Blend your natural instructions with dynamic fields ({{company_name}}, {{title}}, {{industry}}) so the AI can reference real lead data.
Make sure any fields you use actually exist for your leads — if not, the fallback will be used instead.

4. Always preview
Preview snippet outputs across a few leads before sending.
You’ll see how it adapts tone, checks context, and when the fallback applies.

What the AI looks at (context it can use)

At send time, Smart Snippets automatically pull from multiple context layers to write personalized text that fits naturally inside your email:

• Stage body: Ensures tone and message align with the rest of the email

• Lead details: Name, title, location, current/past companies, education

• Company info: company overview, industry, size, B2B/B2C type, funding, etc.

• Your tone & value props: from your Messaging Settings

• Basic web snippets: Light public context (e.g. recent funding, awards, or news)

• Dynamic fields: Any lead dynamic fields used in your sequence

Prompt Examples

1. Ice Breaker Prompt

Prompt:

“Based on {{first_name}}’s current role and {{company_name}}, write a short, natural congrats line.

• If {{company_name}} recently raised funding or won an award → mention that with a reference to the funding.

• If {{first_name}} started their role in the last 6 months → congratulate them on the new role instead.

• If none, generate a general ice breaker using this lead's info.

Rules:

• Keep it to 1 friendly sentence.

• Never add fluff or emojis.

Example outputs:

• “Congrats on the recent funding round — looks like things are moving fast at Acme!”

• “Saw you joined Acme recently — exciting time to be scaling the team.””

Fallback:

“Hope things are going well at your end — sounds like an exciting time for the team.”

2. Break-Up Email P.S. Line

Prompt:

“Write a short, personal P.S. line to add at the end of a break-up email.
Use {{first_name}} and {{company_name}} info.

Rules:

• Keep it under 15 words.

• Make it sound casual, human, and lightly personal (not pushy).

• Don’t repeat the main CTA of the email.

Example outputs:

• “P.S. Always enjoyed seeing how Acme approaches new product launches.”

• “P.S. Hope things are going well at Acme this quarter — sounds like a busy one.””

Fallback:

“P.S. Wishing you a strong finish to the quarter — hope everything’s going smoothly.”

3. Company Compliance Mention

Prompt:

“Check if {{company_name}} has compliance certifications (SOC2, HIPAA, ISO, GDPR).

• If yes: mention them briefly in one natural sentence, linking to why they matter in {{industry}}.

• If no: fall back to a neutral compliment about the company’s operations or reliability.

• Keep it professional, under 20 words.

Example outputs:

• “Noticed Acme is SOC 2 certified — makes total sense given your enterprise focus.”

• “Always impressed by how Acme emphasizes reliability in fintech.””

Fallback:

“Your team’s focus on security and reliability really stands out in today’s market.”