Understanding AI Insights and Email Agent

  • Updated

AI Insights helps sales teams identify the best prospects to engage by providing AI-generated contextual information directly within People records. Based on engagement, AI Insights highlights why a person is a strong candidate for outreach and provides the information needed to personalize conversations.

Email Agent, available from the AI Insights section, builds on these insights by generating personalized sales emails using the prospect's engagement history, selected product, and preferred communication tone. This enables SDRs, BDRs, and AEs to create relevant outreach without leaving Demandbase One.

AI Insights

AI Insights appears in People records and provides AI-generated insights to help sales teams prioritize outreach.

AI Insights includes the following information:

  • Account context: What the person does within their organization.
  • Buying group role: The potential role they Play in the buying group.

DBS AI Inisghts.jpg

Email Agent

Email Agent is an AI-powered assistant that generates personalized sales emails using real-time account and contact engagement data, including intent signals, page visits, campaign responses, and CRM activity. Email drafts are tailored to a selected product and communication tone and can be copied or opened directly in your preferred email client.

The following sections are available in the Email Agent:

Section Description Notes
Select Product  Product that is the focus of the email.

AI-generated based on the domain associated with the tenant. Products are defined at the tenant level, so all users within the tenant see the same list. 

Tip: To add and edit the products listed, see Edit Products in Email Agent.
Select Tone Tone of the email.

Select from the following standard tones:

  • Professional: Polished, clear, and respectable tone suitable for any prospect or industry.
  • Friendly: Warm and approachable tone that builds rapport while remaining business-appropriate
  • Confident: Straightforward, assertive tone that communicates value quickly and clearly
  • Concise: Short, minimal tone focused on delivering only the essential message
  • Formal: Structured, high-clarity tone ideal for C-Suite or highly regulated industries
  • Casual: Relaxed, conversational tone that feels personal and less rigid
Topics AI-generated insights based on engagement data to help inform and personalize the email content. Select the insights to use when generating the email draft.
Other Instructions

Optional free-form field that allows users to customize the AI prompt. 

For example, personal notes, template references, or gift mentions.


 

 Once the user provides instructions, they are saved and automatically pre-populated for future email drafts.
Thumbs up/down Feedback mechanism that allows users to indicate their satisfaction with the email draft. Helps improve Email Agent results.
Open in Email Opens an email draft (Gmail, Outlook, or user’s default email client) pre-populated with the subject and body. Emails are sent using the selected email client. 
Copy Email Copies the entire email draft (subject + body) to the clipboard. Emails are sent using the selected email client. 

Prerequisites

  • You must have the Demandbase One for Marketing and Demandbase One for Sales licenses.
  • To edit products in Email Agent, you must have admin permissions.

Use Email Agent

  1. Log in to Demandbase One for Sales.
  2. Open a Person record.
  3. Under AI Insights, click Draft a personalized email.
  4. Select the desired option in the following sections:
    • Select Product
    • Select Tone
    • Topics
    • (Optional) Other instructions
  5. Review the email draft and make edits if necessary.
    Tip: To change your selections, edit the options, and click Regenerate email.
  6. (Optional) Next to Was this helpful?, click Thumbs Up or Thumbs Down to help improve results.
  7. Select from the following options:
    • To open the email draft in an email client, click Open in, and select an email client (Default Email, Gmail, or Outlook).
    • To copy the email draft, click Copy All, then paste it in an email.
  8. In your email client, review/edit the draft, and send the email.

Edit Products in Email Agent

You can add and edit the products listed in the Email Agent.

  1. Log in to Demandbase One for Sales.
  2. Open a Person record.
  3. Under AI Insights, click Draft a personalized email.
  4. Under Select Product, click the drop-down.
    Edit Product Email Agent.jpg
  5. Complete the following:
    • Delete product: Hover over the product and click the trash icon.
    • Edit product:
      1. Hover over the product and click the pencil icon.
      2. Edit the product name, description, key pain points, and value proposition sections.
      3. Click Save.
    • Add product: 
      1. Click New Product.
      2. Enter the product name, description, key pain points, and value proposition sections.
      3. Click Save.
        Edit Settings Email Agent.jpg

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