The AI Prompts/Enrichment allows you to personalize your email campaigns at scale by generating custom content, enriching lead data, and automating research, all in a few simple steps.
Using AI Prompts in Campaigns
You can use AI prompts directly in the 'Leads' section of a campaign:
Next to the lead filters, you'll find an AI icon.
Clicking on this icon will open up the AI Prompts Tool.
Using AI Prompts in the CRM
To enrich leads using AI in the CRM, please open a list or a campaign in the CRM:
Click the 'Enrich & AI' button in the top right corner
Select 'AI' and then select the AI option you prefer.
Write an email (~0.5 credits/row): Generate a personalized outreach email for each lead
Write an opening line (~0.5 credits/row): Create a custom first line to improve engagement
Research a company (~0.5 credits/row): Gather company insights for better personalization
Clean or reformat data (~0.5 credits/row): Fix or standardize lead data fields
Write your own (~0.5 credits/row): Create a custom AI prompt based on your needs
Writing Custom Prompts
For advanced personalization, you can write your own prompts to generate new variables for your email copy. For example, you could create a prompt that identifies a lead's pain points based on their company description, then use that output as a variable in your emails.
Choose 'Write a custom prompt'
Use the lightning icon or type {{ to insert variables
Choose an existing Output column or create a new column
Save the prompt
Add a name and description for this prompt for future use
You can also toggle on 'Is public' for public use
Selecting Suggestions
If you're new to the tool or need to perform a common task, you can choose an action from the dropdown or select from the existing suggestions:
Email Copywriting
Write an email
Write an opening line
Write a subject line
Write a company compliment
Research & Analysis
Research a company
Summarize a company
Find competitors
Identify pain points
Data Operations
Clean or reformat data
Classify or label leads
Score leads (ICP fit)
Outreach
Write a LinkedIn message
Custom prompt - start from scratch
When using suggestions, you can:
Check and edit column mapping
Edit instructions
Choose result column
Change AI account and models
Using Templates
The 'Templates' tab allows you to access:
Public templates: These cover tasks like cleaning up first names, last names, and company names, among others.
Your custom templates: Your saved custom prompts will also be listed here. If the 'Is public' toggle is not enabled, only you can see your custom prompts. You can select 'My templates' to view your custom templates.
Disclaimer: Public prompts in the "Template Hub" are contributions from our community. Instantly does not have direct control over these prompts. 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.
Account Options
You can run AI prompts using:
Default: Shared Instantly AI account (costs Instantly credits). Click 'Change' to change the AI account or Model
Your own personal AI account:
Connect an API key from OpenAI, DeepSeek, Anthropic, xAI, Google, or Perplexity in the following Settings tab.
Once connected, click 'Change' and select your own AI account. This will charge credits from your personal AI account(OpenAI, etc).
Supported Models
Only the owner of a prompt can change the model version. For publicly available prompts, the model is fixed and cannot be changed by other users.
OpenAI: GPT 5.0, GPT 4o, GPT 4.1, GPT 5 mini, GPT 5 nano, O3
Anthropic: Claude 3.7 Sonnet, Claude 3.5 Sonnet, Claude 4.5 Sonnet
DeepSeek: R1
xAI: Grok 4
Google: Gemini 3.0 Pro, Gemini 2.0 Flash, Gemini 3.0 Flash
Perplexity: Sonar, Sonar Pro
Advanced options
Before generating results, adjust these settings based on your needs:
Conditional Formula: Run prompts if all or any of the selected columns:
Equal or do not equal a certain value
Contain or do not contain a specific value
Are empty or not empty
Are greater than or less than a certain value
Overwrite output rows if they already exist: Regenerate results for rows that already have output.
Auto-update rows: Automatically generate results for newly added leads.
Generating and Reviewing Output
Once you've selected or created your prompt, click "Generate Test Output" to preview the results. Review the output to make sure it aligns with your goals.
If you're satisfied, click "Generate" to populate your lead list with a new variable.
Reload the page after some time to see the results.
Depending on the prompt length and number of leads, output can take anywhere from a few minutes to several hours to complete.
Insert the variable into your email copy
Preview the emails to ensure the variable works properly before launching the campaign
Use case 1: Cleaning Company Names with a Template
The "Company Name Cleanup" template converts uppercase text to title case, removes corporate suffixes like LLC, INC, and LTD, and strips out unnecessary punctuation.
After uploading your lead list, follow these steps:
Select the template. Choose "Company Name Cleanup" from the template library.
Configure the fields:
Select the field that contains the company name.
Choose an existing output column (Company Name) or create a new one called "Clean Company Name."
Check "Overwrite attribute if it already exists" when needed
Generate test output. Click "Generate test output" to preview the cleaned company name. Review the result to make sure it looks correct.
Generate for all leads. Click "Generate for All Leads" and exit the AI Prompts tool. After a few minutes (depending on your list size), reload your campaign leads page to see the column populated with clean company names.
Use Case 2: Creating a Custom Prompt for Company Pain Points
You can write your own prompts to generate highly targeted content. In this example, we'll create a prompt that identifies a lead's pain points based on their company description.
We recommend thoroughly testing any custom prompt before using it in a live campaign to ensure the output meets your standards.
Create your own AI prompt
Create a New Prompt
Select a model
Define the custom prompt: Write the instructions for what you want the AI to generate.
For example, to identify pain points from a company description, you might start with something like "Identify pain points from company description."
Use {{ to insert variables such as "Description" or "Industry."
A basic prompt will likely produce output that's too long or too generic. Refine it until the output matches your needs.
Here's an example of a more targeted 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.Replace "digital marketing" with the service or product you offer.
Add "generate diverse responses based on the input variations" to prevent the AI from producing identical outputs.
You can also use ChatGPT to help refine your prompt.
Save your prompt
Add a name, description, and any other details, then click Save.
Run the prompt. Map the corresponding fields, generate one more test output to confirm everything works, then generate for all leads. Depending on the size of your list, this may take a few minutes to complete.
Use the output in your email copy. Once the list is updated, your new variable (e.g., "Challenges") is available to insert directly into your email sequences.
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.
Insert the variable into your email copy
Preview the emails to ensure the variable works properly