Phase 1: Set up a SalesRobot campaign

• Go to SalesRobot
• Build your prospect lists however you prefer

• Configure your settings and select “From Scratch” to set up your initial campaign with the sequence (templates coming up)

Phase 2: Set up an AI reply prompt

Campaign is all set? Now you need to setup an AI reply prompt.

1. For that, go to Settings>Admin Settings

1. Go to AI Config and setup your company profile first. Then go to Response SOP.

1. Click on ‘Generate SOP’ and fill this out. Take your time with it and then review your prompt, then finally click on ‘Generate SOP.’

1. It’ll take a while to generate the SOP, and then you can click on ‘Edit’ to review and edit it.

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Make sure to add your calendar link in there.

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1. Next you need to go to ‘AI reply prompt’, select your SOP, name it, and in the prompt content, write:

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Based on the SOP above, generate a reply for me {{RESPONSE_SOP}}

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