How to Set Up Email Introduction Instruction 

🔧 Step-by-Step Instructions:

1. Step 1: Select Language

   Choose the language your AI Agent should use for messaging.
   You can select from a wide range of supported languages, including:

   • English (American / UK / India)

   • Spanish (Spain / Latin America)

   • French, German, Italian

   • Romanian, Ukrainian, and many more.

   ✅ Tip: Make sure the language aligns with your target audience's location and preferences.

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   Step 2: Choose Tone of Voice

   Select how your email should "sound" to the recipient.
   Tone of voice options include:

   • Formal and Professional

   • Friendly and Conversational

   • Supportive and Encouraging

   • Urgent and Assertive

   • Casual, Fun, Bold, Inspirational, and more

   ✅ Tip: You can also add a custom tone if you want something unique.

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   Step 3: Define Call to Action

   Choose what action you want the recipient to take after reading the email.
   Options include:

   • Schedule a Demo Call

   • Watch a Demo

   • Offer a Free Trial

   • Provide a Free Consultation

   • Offer to Visit a Website

   ✅ Tip: Clear and specific CTAs improve conversion rates.

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   Step 4: Set Up Email Signature

   Decide how your signature should appear at the end of the email.
   Choose from formats like:

   • [First Name] – [Company Name]

   • [First Name] – [Website Link]

   • [First Name] – [Position] – [Company Name]

   • [Full Name] – [Company Name]

   • [Full Name] – [Position] – [Company Name] – [Website Link]

   ✅ Tip: Choose a format that reflects your brand identity and trustworthiness.

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   Step 5: Add Messaging Guidelines

   Provide specific messaging instructions to guide the AI Agent's writing style.

   Example template:

   • Start with a subject line

   • Begin with a relevant question

   • Follow with a key message

   • Mention the value proposition or benefit

   • End with the selected call to action

   • Keep it under 4 paragraphs

   ✅ Tip: Be as detailed as possible to keep messages on-brand and aligned with your goals.

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   Step 6: Provide Case Studies (Optional but Recommended)

   Case studies help personalize the email by showing real success stories.

   Example:

   We’re helping companies like Bright Way Solutions increase website visitors by 30% in just three months, without the hassle of complex setups.

   ✅ Tip: Add 1–2 short case studies to boost credibility and trust.

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   Step 7: Choose a Persona

   Finally, select the persona this email instruction should be linked to.
   This ensures the messaging is aligned with the correct audience segment and goals.

   ✅ Tip: Make sure each persona has tailored instructions for best results.

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   ✅ Final Step: Generate & Train AI

   • Click “Generate Example” to preview the message created by the AI.

   • If you like the result, click “Save and Train AI.”

   • If not, you can regenerate the message until you're happy with it.

   ✅ Tip: You can edit the output manually before saving if you want to fine-tune the messaging.