Smart Email Assist with Personalization on the First Email

Objective

The purpose of this article is to provide guidance to Outreach Users on how to use Smart Email Assist (SEA) to generate personalized emails using AI-powered content. This feature enables sellers to tailor emails at scale using buyer signals and seller messaging, improving message quality and reducing manual effort.

Applies To

• Outreach Amplify Package
• Email task workflows and one-off email compositions
• Outreach Web App, Gmail Extension, Outlook Add-in, and Outreach Chrome Extension

Before You Begin

• Ensure your organization has the Amplify package enabled.

• Buyer Signals are only available if Data Enrichment is active in your Outreach instance.

Overview

SEA with Personalization brings Gen AI-powered personalization to Outreach emails across task flows and one-off emails. Sellers can now craft context-rich, tailored emails using selected buyer signals, account/prospect fields, and seller messaging all within Outreach.

SEA now includes a redesigned user experience that makes it easier and faster to personalize emails, directly within your current workflow.

Procedure

Buyer Data Selection

• Select up to three total inputs from:
  • Signals (latest 5 shown, with “See more” option)
  • Account Fields
  • Prospect Fields
• Inputs only appear when a valid prospect is added to the email.
• Only fields with available data are shown.

Seller Content Selection

• One Seller Messaging Content item can be selected.
• The system auto-selects based on the prospect’s persona.
• You can:
  • Change or remove the selected item
  • Explore other options in a structured list
  • View full messaging content for each item

Tone & Read Time

• Customize writing tone (e.g., formal, casual)
• Choose preferred read time (e.g., short, medium, long)
• These are reused from existing SEA settings

Personalized Output

• SEA generates 3 AI-personalized email drafts based on selected inputs
• Users can view and choose the version that best fits the message

Major UX Improvements

Old Experience:

• One-off email opened in a modal pop-up
• SEA appeared inside the pop-up
• Users couldn’t access other context while composing

New Experience (Currently for Amplify SKU users):

• One-off email now opens in a side panel
• SEA launches in a floating side panel on the left
• Reps can view account and prospect details while composing

Benefits:

• No more blind writing—context stays visible
• Instant feedback: change buyer/seller inputs and see new outputs
• Easy multitasking and better productivity

Additional Information

Availability

FAQ

Q1: When can SEA personalization be used? 
A: When composing first-touch emails—either through one-off emails or email tasks.

Q2: What happens if there’s no valid prospect in the “To” field? 
A: Buyer Data options (Signals, Account Fields, Prospect Fields) will be disabled.

Q3: How many Buyer Data inputs can I use? 
A: Up to three inputs in total.

Q4: How is the Seller Content preselected? 
A: Based on the detected persona of the prospect in the “To” field. You can change it anytime.

Q5: Can users write their own AI prompts? 
A: Yes. You can edit the AI prompt directly or use a prebuilt Outreach sample.

Q6: What personalization options can I adjust? 
A: You can adjust:

• AI Prompt
• Buyer Data
• Seller Messaging
• Read Time
• Tone