Once your ICP (Ideal Customer Profile) is fully set up, the agent will ask if you want to proceed with Messaging Refinement. This step helps you create high-quality, personalized messages for your outreach campaigns.
1. Choose a framework
At the start, select the messaging framework that best fits your goals and ICP. The agent may suggest multiple frameworks.
Recommended framework: QUEST
• Provides research-based, high-quality messages
• Avoids superficial personalization
2. Set greeting and additional instructions
• Make sure your greeting is correct
• Add instructions to guide the agent and make messages more targeted
3. Review and adjust messages
After messaging is generated, the first results will be displayed, including the drafted messages. You have two options:
• Edit messages directly in the window
• Adjust messages with AI using the “Adjust with AI” button (requires available tokens)
Messaging Best Practices
To maximize response rates, follow these guidelines:
• Avoid generic openers – e.g., “I saw that …” – instruct the agent explicitly to avoid them
• Avoid “salesy” language – keep messages natural, not overtly promotional
• Show deep research – include ICP-specific pain points and data-driven insights
• Personalize for the recipient – tailor messages to the recipient’s needs instead of using standard phrases