📧 Mastering Email Templates: The Heart of Outreach

Now that your agent knows who you are (Profile) and has your brochures (Knowledge Base), it's time to teach it how to speak to your customers.

Step 1: Access the Template Hub

Navigation: Locate the Export Email Templates section on your dashboard.

• If you are new, you will see a clean dashboard waiting for your first strategy.
• Click + Add Template or Create Your First Template to get started.

Step 2: Let AI Write the First Draft

Writing sales emails is hard. Let EximGPT do it for you. Inside the Create New Template screen, you will see the AI Assistant panel at the top.

Option A: Use Quick Examples

Select one of the pre-built scenarios to generate an instant draft:

• 📦 Product Introduction: Best for cold outreach to new leads.
• 💲 Price Quotation: Formal pricing requests.
• 🤝 Follow Up: Gentle reminders for unresponsive leads.
• 📄 Sample Offer: Proposing product samples.

Option B: Custom AI Instructions

Have a specific strategy? Type your instruction in the text box:

Example:

Write a polite email to a procurement manager in Germany introducing our organic coffee. Keep it professional but friendly, and mention our ISO certification.

1. Click the AI Sparkle Button ✨
2. Watch the AI generate the Subject Line and Body content instantly.

Step 3: Refine & Attach

Once the AI generates the draft, you have full control to polish it.

Template Name & Category

Label your template (e.g., "Cold Outreach - EU Market") so you can find it easily later.

Dynamic Variables

You will notice placeholders like {{name}} or {{company}}.

Common Variables:

• {{name}} - Recipient's name
• {{company}} - Company name
• {{position}} - Job title
• {{country}} - Location
• {{industry}} - Business sector

Attachments

You have two options for adding files:

1. From Library: Click this to instantly attach the brochures or price lists you uploaded in the previous Knowledge Base step.
2. + Upload New: Use this for specific files that are only needed for this template.

💡 How the "Smart Personalization" Works

This is where EximGPT shines. When you eventually hit "Send" on a campaign using this template, our AI performs a "Double-Sided Analysis":

Sender Context (You)

It pulls your USP and product details from the Profile you set up earlier.

Receiver Context (Them)

It analyzes the lead's business type and location.

The Result?

Even though you are using one template, every email sent looks unique. The AI might:

• Emphasize "profit margins" for a retailer
• Emphasize "quality consistency" for a manufacturer

All based on the data available.