Our AI Prompts Tool is designed to make your email campaigns as personalized and relevant as possible, all in a few simple steps.
How to use AI Prompts in the campaign
When using AI prompts in the 'Leads' section of a campaign, this feature is available with the Hyper Growth or above plans.
Before you start, connect your OpenAI by entering your API key in the AI Prompts Settings tab. You can find the API key here.
Please make sure you have enough credit balance in your OpenAI account before you start. AI Prompts uses the GPT 3.5-turbo, GPT 4.0, and GPT 4 turbo models when creating Custom prompts. It is not possible to choose which model to use for publicly available prompts. Only the owner of the prompt can change the model version.
To use the AI Prompts directly in the campaign, please follow these steps:
Upload Your Leads
First things first, you'll need to upload your leads to your campaign. Import them via a Google Sheet or CSV file containing all the relevant information about your leads, such as full name, company name, website, LinkedIn URL, and so on.
Navigate to the Leads Section
Once your leads are uploaded, head over to the "Leads" section of your campaign.
Click on the AI Icon
Next to the lead filters, you'll find an AI icon. Clicking on this icon will open up the AI Prompts Tool.
Choose or Create a Prompt
In the AI Prompts window, you'll find a variety of templates that you can use. These range from simple tasks like cleaning up first names, last names, or company names, to more advanced options that allow you to generate new variables based on existing data.
Using Templates: If you're new to the tool or want to perform a simple task, you can choose one of the templates. Follow the instructions below to learn how to use these prompts.
Creating Custom Prompts: For more advanced personalization, you can create your own prompts. This allows you to generate new variables that can be used to make your email copy more personalized and relevant. For example, you could create a prompt that identifies a lead's pain points based on their company description.
Generate and Review Output
Once you've selected or created your prompt, click "Generate Test Output" to see the output. Review this to ensure it aligns with what you're looking to achieve.
If you are happy with the result, click "Generate for All Leads". This will populate the lead list, and a new variable will be added. You can reload a page after some time to see the results.
Outputs can take minutes to hours to complete, depending on the prompt length and number of leads.
Disclaimer: Please note that the prompts in the "Template Hub" are contributions from our community. Instantly does not have direct control over these prompts. As such, we highly recommend testing the results of these prompts thoroughly before incorporating them into your campaigns to ensure they align with your desired outcomes and messaging standards.
How to use AI prompts in the CRM
To enrich leads using AI in the CRM, you can either use the shared Instantly AI account by subscribing to the Instantly Credits plan, or use your personal AI account(OpenAI, DeepSeek, Anthropic, and more). Learn more details here.
Go to the CRM --> Lists or CRM--> Campaigns
Open a list or a campaign in the CRM
Then click the 'Enrich & AI' button in the top right corner
Select 'AI & Web Research' and then select the AI option you prefer.
Use AI: 1 credit per row -> Run AI prompts to generate custom content or fields
AI Web Research Agent: 0.5 credits per row -> Scrape data from websites
AI Email Agent: 0.5 credits per row -> Generate one personalized email per lead automatically
You can select Instantly AI accounts to run prompts, which requires Instantly Credits.
You can also add the API key to charge credits from your personal AI account(OpenAI, etc), which does not require Instantly Credits.
Navigate to the 'Settings' tab
Enter the API key: OpenAI, Anthropic, XAI, DeepSeek, and Google.
Before generating results, adjust the advanced options based on your needs:
Overwrite output rows if they already exist: Generate new results if the output already exists
Auto-Update rows: Automatically generate results for newly added leads
Skip leads without an email: Run prompts only for leads with work emails to avoid wasting credits on leads without work emails.
Use case 1: Using a template to clean the company names
The 'Company Name Cleanup' template converts uppercase text to title case, removes corporate suffixes such as 'LLC', 'INC', or 'LTD', and eliminates unnecessary punctuation.
After you upload the lead list, follow the steps below to use the 'Company Name Cleanup' AI Prompt template:
Select the "Company Name Cleanup" Template
Select the fields
Select the field that contains the company name.
Select an existing Output Column - Company Name, or create a new "Clean Company Name"
Check the "Overwrite attribute if it already exists"
Generate test output
Click "Generate test output" to clean the company name. Once the process is complete, review the output to ensure the company name has been cleaned as expected.
Generate For All Fields
Click "Generate for All Leads" and then exit the AI Prompts Tool.
After a few minutes or longer (depending on the lead list), once you reload your campaign leads page, you will see the column populated with clean company names.
Use Case 2: Custom Prompt "Generate company pain points based on company description"
We highly recommend personally testing templates before using them in your campaigns for correctness. Remember, the "Template Hub" features contributions from various members, and their quality can vary. Please, take a moment to try them out with your data before incorporating them into live campaigns.
Here are the steps to create your own AI prompt:
Create a New Prompt in the AI Prompt Tool
Head over to "My Templates Tab" and click "Create new prompt".
Select a GPT model.
Select the GPT model you'd like to use for generating the prompt by clicking on "More Options"
Define the custom prompt
Here, you can define your custom prompt. For example, if you want to identify a lead's pain points based on their company description, you could enter a prompt like "Identify pain points from company description." Use {{ to insert variable "Description". You can also combine it with other variables, such as "Industry".
This prompt will give a generic output which can be either too long or not related to the service you provide. Time to tweak the prompt:
In brief bullet points not longer than 200 characters total, identify 2 pain points from company description: {{Description}} that digital marketing can solve. Generate diverse responses based on the input variations.We used "digital marketing" so make sure to change this with the service/product you are offering.
Make as many changes as needed until you are satisfied with the output. Use ChatGPT to help with creating the prompt if needed.
To stop GPT from creating the same outputs for your list, add something like "generate diverse responses based on the input variations" to your prompt.
Save Prompt
Once satisfied, Save your prompt. Add more details like prompt name, description, etc., and click save.
Use custom Prompt
Time to use the custom prompt to create and populate the "Challenges" variable for all leads. Map the corresponding fields, create one more test output to make sure it works, and finally generate the output for all leads.
Depending on the size of your list, this may take some time to complete, but in a few minutes, the list will be updated.
Use it in the email copy
Hi {{firstName}},
I couldn't help but notice a couple of areas where our services could significantly benefit your business:
{{Challenges}}
[[1. Limited Accessibility: Digital marketing can help you reach customers in remote areas, expanding your market presence without the need for physical stores.
2.Limited Marketing Reach: A robust digital marketing strategy can help you target a wider customer base, increasing your brand awareness and driving more sales.]]
We specialize in digital marketing solutions tailored to solve these exact challenges.
Would you be interested in a quick chat to explore how we can help {{companyName}} reach its full potential?
Best,
{{sendingAccountName}}