AI Email overview

AI Email, also known as Piper email, is an automated outbound email solution designed to engage leads, follow up intelligently, and book meetings. It works with Piper, your AI SDR agent, to generate pipeline through personalized and timely follow-up.

Agentic and legacy campaigns

AI Email campaigns come in two versions: agentic campaigns for organizations on PiperX, and legacy campaigns for organizations that haven't upgraded yet. The setup guide you need depends on which one your organization uses.

To check, find your email campaigns. If they're on the Email menu, at Email → Campaigns, your organization uses agentic campaigns. If they're under Settings → AI → Email Campaigns, your organization uses legacy campaigns.

• Agentic campaigns: you guide your AI SDR agent with plain-language instructions and an email writing guide. Your agent can reply to leads until a goal is met, a handoff happens or the lead exits. See Setting up agentic email campaigns.
• Legacy campaigns: these use separate fields for purpose, sample emails, personalization and persistence, and replies exit the lead from the campaign unless auto-reply is on. See Creating AI Email campaigns.

For a side-by-side comparison, see "Agentic email vs. legacy email" in Setting up agentic email campaigns.

How it works

AI Email automates outbound engagement by:

• Sending personalized emails to leads when they meet a campaign's trigger.
• Following up on events such as missed chat requests, meetings offered but not booked, canceled or missed meetings, form submissions, and Salesforce updates.
• Adjusting messaging based on how each lead engages.
• Replying to leads in agentic campaigns, until a goal is met or the conversation is handed off.
• Tracking email performance, including open rates, replies, and booked meetings.

Key features

• Automated follow-ups: Your AI SDR agent engages inbound leads right away with personalized emails, guiding them through the buyer journey to boost conversions.
• Integrated meeting booking: Prospects can book meetings directly from email interactions.
• Customizable campaigns: Admins can configure AI email campaigns to align with sales priorities.
• Performance tracking: Monitor open rates, replies, and meetings booked through analytics.

Getting started

To begin using AI email, set up your first email campaign by configuring:

1. Email sender setup: Connect your email account for sending messages.
2. Email unsubscribe management: Ensure compliance with email opt-out regulations.
3. Configuring promoted content: Select relevant content your AI SDR agent can reference in emails.
4. Email writing guide (Agentic campaigns only): Write the global instructions your agent follows in every email, in Settings → Agent Studio → Guides → Emails. 
5. Creating AI email campaigns: Build and customize your campaign. See Setting up agentic email campaigns, or Creating AI Email campaigns for legacy campaigns.
6. Customizable workflows: Automate lead management and engagement tracking with AI email workflows.
7. Testing and launching: Validate campaign settings before going live.

Next steps

• Configure your first campaign to start engaging leads.
• Monitor performance metrics and refine your outreach strategy.
• Explore advanced workflows to enhance AI email’s impact on your pipeline.