OU
Use cases / Sales
Outbound Bot
Scores CRM accounts and drafts outreach. Review list only. Does not send.
Author names, descriptions and prompts are preserved as published. Need a starting point? Read the bot selection guide →
The story behind this use case
Official starter recipe from docs.x.ai, not a lived run.
Owns: account research, contact prioritization, and review-ready outreach.
Connect: customer relationship management (CRM), product-intent sources, company websites, email, and professional networks as permitted by their terms.
Start with the prompt below. After the output is reliable, create a nightly research routine that stops at the review list.
Prompt
This reference prompt was supplied by its author. Review it before giving it to your agent.
Research the 25 accounts in this CRM view. Score them against our ideal customer profile (ICP) and recent intent, identify up to three relevant contacts per account, and draft email and LinkedIn outreach in the style examples attached. Skip anyone already in an active sequence. Return a review list; do not send or enroll anyone.