Generate initial outreach email using generative AI.

The Generate Initial Outreach Email feature uses generative AI to generate an initial outreach email. It uses a prompt template that specifies the input parameters  to include in your outreach message as well as the tone of how you want to deliver it. An outreach email is a tailored introduction to your services, and a prompt to discuss the potential of a partnership.

The automated initial email generation feature saves time for sales reps by assisting them with the follow-up process for collaborating with their prospects and customers based on a suitable email reply template.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Sales

This feature is currently in limited availability and requires a promo code to enable all Generative AI features in sales.  Please reach out to Oracle to get the promo code.

Tips And Considerations

You can modify the text by adding different filters in the Criteria section. You might want to add additional details to the email body and the Gen AI will automatically fix any  grammatical issues  after you edit the generated email.It's important to keep your message concise, and provide value where you can. It's also a good idea to do some research about the potential client, to better understand their needs and how best to position your service to them.Your sales administrators can set up emails to reply automatically to an email based on the context of the sales process step, such as Introduction and Discovery Call Availability, and details of the prior conversation in the email thread. Here are some input examples used by Gen AI to generate emails:•    Sender Name•    Recipient name•    Company name of Sender•    Company name of Recipient•    Product Recipient is interested in•    Type and tone of the emailFor example, if a customer is available for a discovery call, the generative AI process can automatically generate email content using the context of the sales process step to send an email reply on behalf of the sales rep.