Best Practices for Using ChatAE
Master the art of account intelligence and outreach with proven strategies and workflows.
🔁 Trigger Strategy and Workflow Best Practices
1. Use a Core Set of Global Triggers First
Begin research jobs with a batch of 10 broadly applicable triggers (e.g., tech stack, engineering hiring, DevOps/SRE job postings, incident history).
2. Tiered Trigger Design
Organize triggers into:
- Global triggers: For all accounts.
- Industry-specific triggers: Tailored to verticals (e.g., SaaS vs. financial services).
- Custom triggers: User-defined for unique insights not covered in defaults.
3. Custom Triggers: How & When
Use custom triggers when:
- You want data not covered in the default set.
- You have nuanced, specific research needs to your industry or company.
- Once created, these persist and can be reused.
4. Two Approaches to Using Triggers
- Batch-first: Run global triggers across 10–50 of your Tier 1 accounts.
- Account-deep-dive: After the inital batch, add tailored triggers or use ChatAE chat to go deeper on a specific account.
5. New "Import Recent Triggers" Feature
Re-use previous trigger sets via the new import option.
🔍 Chat & Research Flow Tips
1. "What's Most Relevant?" Prompt
Start with: "Which of these Triggers is most relevant for how we can help?" to surface high-signal insights.
2. Ask Follow-ups Like "Tell Me More"
ChatAE retains full trigger context. Ask follow-ups to dig deeper into specific trigger results.
3. Identify Relevant Contacts
Find or identify the relevant contacts to target:
- Use the "Contacts" tab to search contacts by title
- Use the chat to ask "Look up engineering leadership" & ChatAE will auto-translate to the proper titles
4. Generate Artifacts & Messaging
Use compelling trigger findings and the relevant contacts to drive:
Artifact creation (account plan, prep doc, demo script, etc.)
- "Craft a prep doc for my upcoming call with PERSON"
- "Build me an account plan and include a stakeholders section"
Messaging generation (email, LinkedIn, call openers)
- "Write me emails to them"
- "Write me emails to the engineering leadership"
- "Write me emails to those contacts"
💳 How Do Insights Credits Work?
Overview
Insights credits are consumed when ChatAE pulls new data ("Insights"), not when generating messaging or creating docs. Most Triggers are account-level, so your total usage typically depends largely on how many unique companies you're researching.
You do NOT use Insights when:
- Creating Messaging: Generating emails, LinkedIn DMs, or call scripts
- Creating Account Planning Artifacts: prep docs, account plans, demo scripts, etc.
You DO use Insights when:
- Running account-level or person-level research Triggers
- Looking up contacts & their verified emails or mobile numbers in the Account Workspace
Note: This can be done by either chatting with ChatAE: "Look up the engineering leadership" OR directly searching contacts by title in the Contacts tab on the Account Workspace
Breakdown Examples
When Uploading Account Lists
Scenario 1
- • 25 accounts
- • 10 account-level triggers used
- • → 250 credits used (10 per company)
Scenario 2
- • 25 accounts + list also includes 5 leads per account
- • 10 account-level triggers & 1 person-level trigger
- • → 375 credits used (10 per 50 companies, 1 per 125 leads)
When Uploading Lead Lists
Scenario 1
- • 250 leads (1 per company)
- • 3 account-level triggers used
- • → 750 credits used (3 per company)
Scenario 2
- • 250 leads (5 per company)
- • 3 account-level triggers
- • → Only 150 credits used (3 per 50 companies)
Scenario 3
- • 250 leads (5 per company)
- • 2 account-level + 1 person-level trigger
- • → 350 credits used (2 × 50 accounts + 1 × 250 people)
🤝 Support & Adoption Mindset
One-on-One Help Available
Customers have access to 1:1 sessions to refine onboarding and usage.
"Go Through a Few Cycles"
Strong patterns emerge after completing multiple flows end-to-end.
Product Is Iterative — Be Vocal
As ChatAE evolves rapidly, speak up with any feedback, friction, or ideas.