As part of your outreach, you message the relevant leads. Tapistro Journeys help you do that at scale, with the power of AI-based targeting and message generation.
The messages that are sent out are your hook and create a first impression. Having a targeted, relevant, and warm message can do wonders to conversion.
Tapistro offer AI Agents that generate such content for outreach. You create the logic as an AI Agent and use it in the relevant Journeys as a step. In the AI Agent you provide a detailed context of the person, your outreach scenario, and a few settings. When used in a Journey, these AI Agents does the heavy lifting of generating relevant message based on the person and account details received from upstream Journey steps.
To create a content generation AI Agent, follow these steps:
Log in to your Tapistro account, go to AI Agents, and click on the Person tab.
Create a New AI Agent.
Enter a name for the AI Agent that'll help you uniquely identify it when using it in a journey later.
In the Input Attributes field, list a few variables that Tapistro uses to store the details of a person or account. By inputting this info here, these details are made available to the AI Agent to generate the message. Some examples, along with the required casing, are
person.firstName,person.lastName,account.name, andaccount.domain.
With the content generation AI agent you could also use other AI Agents created and referenced previously in your Journey to research for account or person information. This could be done by adding the respective AI agent in the Input attributes such as
account.payload.computed:123.Newswhere you add the AI Agent ID and Name that you have given.In the Response Value Type field, select
string.In the Evaluation Config Type field, select
Person Content Generation Agent.
In the Type field, select
emailFulloremailPS. Use the former option to generate a medium to longer message with more details, such as an email body. Use the latter option to generate a very short message, such as a sentence for an email PS.In the Tone field, select one of the available tones. The selection depends on your brand guidance or personal preferences.
In the Goals field, provide a detailed context and describe the message that you want the AI Agent to generate. Your context is a prompt that can include campaign objective, brand voice and tone guidance, expectations from the message, opening greeting, and closing sign off, character limits if any, structure or flow of the generated message, a call to action (CTA) at the end of the message, and more.
Click Save AI Agent.
Use Preview to view the results of your AI Agent to allow for tweaking and editing the AI Agent before you execute the step in Journey. It allows for hands-on control over the results and generates the best message for the outreach. Click on Preview at the top right corner, select a Person and view the AI computed result.
View the messages generated by an AI Agent
The generated messages are used for people outreach. The specific messages are associated with activated people. You can view it in the following two places:
In the Persons Report, check the details of a specific individual that you know was activated.
In a Journey where you've used this AI Agent, check the Persons tab for a list of people who got activated. In the details of a person, see the Tapistro AI/Computed section for Body, Subject, and Reasoning fields.
General Prompt Best Practices
When optimizing your prompts for multi-email sequences that convert, consider the following best practices:
Each email should reference the previous email in the Input Attributes (instructions below)
Emails should be skimmable, short, and conversational
Avoid product pitching too early; focus on your target persona’s pain/problems/experience first
The goal of the output from AI is not perfection but specificity. If the output is not specific, iterate on the prompt.
E.g.: “saw your company is hiring. We help with contractor payments…” vs “saw your company is hiring an operation specialist based in India. We help with contractor payments…”
To get the best results, give the AI examples of what you mean. Examples of examples are included in the prompt. Make sure to edit for your specifics.
TEMPLATES FOR AI AGENT GENERATION
A Template for First Touch in an Email sequence
Remove all notes in (parentheses)
Anything else can and should be customized with your specifics
Suggested Input Attributes: <account.name> <account.domain> <person.firstName> <person.lastName>
If your journey includes a signal (e.g.: a Q&A agent looking for recent financial news about a company), you can reference the output of that AI agent in your Input Attributes. Connect with your Tapistro support team to walk through this advanced feature.
Input URL: if you want the agent to pull from any online resources about your brand, input those URLs here.
AI Agent Prompt
You are a senior B2B outreach expert writing the first email in a 5-email sequence to PERSONA (ex: operations executive at a manufacturing company).
Tone
Light, curious, low-pressure, and value-forward.
Goal
Demonstrate industry insight and understanding based on [specific signal (if present)] and [available structured data. (ex: title, role, job description)]. Show you understand their environment. Build trust + relevance without selling.
Rules and Style
3 to 4 short sentences total
Conversational and easy to skim
No greeting
(note: include this if you want to put the greeting in the template of your outreach tool)
No sign-off
(note: include this if your outreach tool has a default, dynamic signature that changes based on the rep it’s sent by)
While referring to the company name, omit suffixes like LLP, Inc., etc.
If the company name is used, write it in Proper Case
Reference only one workflow pain point or solution
Reference [specific signal] about the account. Do not make this up. Use things like: “Noticed you recently opened a new manufacturing facility in [CITY/REGION].”
(note: only include this bullet if a signal is present in your journey and you’ve referenced an AI agent in the Input Attributes)
Do not use dashes, hyphens, or em dashes for separators or emphasis
Context
(any details about persona/industry/product that you want referenced)
You’re reaching out on behalf of [YOUR COMPANY], a manufacturing-focused SaaS company that sells an AI-powered operations platform designed for supply chain teams dealing with problems like:
demand volatility and frequent last-minute plan changes
manual tracking of supplier updates and shipment status
fragmented systems across ERP, logistics, and suppliers
time-intensive coordination to resolve delays or shortages
pressure to maintain service levels and cost targets simultaneously
Structure
Paragraph 1: Opening (Problem)
A single sentence framed as a conversational question or observation that mirrors the reality of the problems this person might be facing
Example: “Does it feel like you are constantly chasing updates across suppliers and systems just to keep plans current?”
Paragraph 2: Hook (Value Idea)
Describe how that pain could be reduced or simplified using one clear capability.
Do not name the product. Focus on outcome, not features.
Example: “What if supplier changes and shipment issues surfaced automatically so your team could act before delays hit production?”
Paragraph 3: CTA
End with a short, friendly, reply-friendly question.
Example: “Worth a quick look if this is something your team is dealing with?”
Example Output
Noticed your team recently expanded production into Chicago. We often see these expansions can create early strain on supplier coordination before processes fully settle.
Would it be valuable to take a quick look at how other steel manufacturing plants are smoothing that out?
Video walkthrough of a Content Generation AI Agent in action-