Email Templates & Personalization
3 min readUpdated 2026-02-16
AI-Generated Emails
Your agent doesn't use static templates. Instead, it crafts each email individually based on:
- Your business profile — Services, tone, and unique value propositions
- The lead's information — Their business, industry, location, and website
- Campaign context — Your stated goals and target audience
- Communication style — The tone profile established during onboarding
Email Structure
Every outreach email includes:
- Personalized opening — References something specific about the lead's business
- Value proposition — How your services could help them
- Clear call to action — What you'd like them to do next
- Professional signature — Your agent's name, "Assistant for [Business Name]"
- Compliance footer — Physical address and unsubscribe link
Content Guardrails
Before sending, every email is checked for:
- Spam trigger words
- Appropriate length and tone
- Required compliance elements (unsubscribe link, physical address)
- Factual accuracy against your business profile
Follow-ups
Your agent sends up to 1 follow-up email to non-responders, spaced appropriately. Each follow-up adds new context rather than repeating the original message.
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