AI Personalization
YESS AI SDR uses artificial intelligence to research your leads and create personalized messages at scale. Every message is tailored to the individual—not generic templates sent to thousands of people.
How It Works
The AI personalization process is simple from your perspective:
What Happens Behind the Scenes
- Lead Research: The AI gathers information about each lead and their company
- Insight Generation: It identifies relevant, recent information to reference
- Message Crafting: Using your guidance, it writes a personalized message
- Quality Check: The message is validated before presenting to you
What the AI Researches
For each lead, the AI looks for:
Recent News
Company announcements, funding rounds, product launches, or expansions.
Professional Achievements
Promotions, awards, speaking engagements, or published content.
Company Updates
New hires, partnerships, market moves, or strategic initiatives.
Industry Context
Relevant trends or challenges affecting their business.
Research Sources
The AI looks at publicly available information including:
- Company websites and press releases
- News articles and industry publications
- LinkedIn profiles and activity
- Business databases
All research uses publicly available information. The AI never accesses private data or internal systems.
How Messages Are Personalized
Icebreakers
Every message starts with a personalized icebreaker—an opening line that references something specific to the lead:
Generic (what we avoid):
"I hope this email finds you well."
Personalized (what we create):
"Congratulations on Acme's recent Series B—$50M is a strong signal of the market opportunity you're capturing."
Tailored Content
Beyond the icebreaker, the entire message is tailored:
| Element | How It's Personalized |
|---|---|
| Opening | References recent news or achievements |
| Problem Statement | Addresses challenges relevant to their role |
| Value Proposition | Connects your offering to their specific situation |
| Call-to-Action | Appropriate for their seniority and likely priorities |
Your Role: Messaging Guidance
While the AI does the research and writing, you control the direction through messaging guidance:
Tone
Tell the AI how to communicate:
- Professional: Formal, business-focused language
- Friendly: Warm, conversational approach
- Direct: Concise, to-the-point messaging
Instructions
Provide specific guidance:
- What topics to emphasize
- What to avoid mentioning
- How to position your company
- Key differentiators to highlight
Example instructions:
"Focus on how we help sales teams save 10+ hours per week on prospecting. Avoid mentioning competitors by name. Keep messages under 150 words."
Call-to-Action
Define what you want leads to do:
- Book a demo call
- Reply with their thoughts
- Check out a resource
- Connect on LinkedIn
Pitch Elements
Provide context the AI can weave in:
- Pain Points: Problems your product solves
- Value Propositions: Key benefits you offer
- Social Proof: Customer stories or results
Evidence-Based Messaging
Every personalized element is backed by real, verifiable information:
- The AI only references things it can confirm from sources
- Messages avoid making claims that can't be verified
- If no specific information is found, the AI adjusts gracefully
This matters because:
- Leads can tell when messages are genuinely researched
- References to real information build credibility
- It differentiates your outreach from generic automation
Message Quality
What Makes a Good AI Message
Relevant
References information that matters to the lead's role and situation.
Recent
Uses up-to-date information, not stale news from years ago.
Concise
Gets to the point without unnecessary padding.
Actionable
Includes a clear, easy-to-take next step.
Quality Controls
The system ensures quality through:
- Your Guidance: Your instructions shape every message
- Approval Workflow: Review messages before they send (optional)
- Continuous Learning: Message patterns improve based on what gets responses
Reviewing AI Messages
With approval mode enabled, you can review each message.
What you'll see:
- The complete message ready to send
- The research/insights that informed personalization
- Options to approve, edit, or decline
For new campaigns, enable approval mode to see how the AI is interpreting your guidance. Once you're confident in the quality, you can disable approval for efficiency.
Improving Personalization
If Messages Feel Too Generic
- Add more specific instructions to your messaging guidance
- Provide concrete examples of what good messaging looks like
- Include pitch elements with specific talking points
If Messages Miss the Mark
- Review your tone setting—does it match your brand?
- Update your call-to-action to be more relevant
- Adjust instructions based on what's not working
If Personalization Seems Off
- The lead may have limited public information
- The AI gracefully falls back to role-based personalization
- This is normal for less prominent leads or private individuals
Frequently Asked Questions
Related Topics
- Customize Messaging — Setting up your guidance
- Review Engagements — Approving AI messages
- Campaigns — Where messaging guidance lives