Cold / New LeadsExpertVery High Impact

Custom Messages in Chat

Generate and warm net-new demand

Sales Stage

Pre-Sales

Difficulty

Expert

Impact

Very High

Channels

Overview

Don't interact with your best prospects with just any chatbot. Respond with pre-written chats geared toward your specific value offer for them. Identify your top prospects and craft a message to meet their needs. Then set up your chatbot to deliver this dialogue when anyone from a target company lands on your site. Now you can initiate more connected relationships and build on the momentum of multiple visitors from the company.

Key Features

ChatbotWebsite Visitor IP Tracking

Data Types

WebSightsContact Data

Triggers

Identify a contact who visits your visits your site from target / ABM account

Actions

Send alert to account owner and shared ABM channel
Assign to a User
Send records to your CRM
Chatbot displays account specific opening messages and calls to action in chat flow

Default Natural Language Configuration

When a contact from a target/ABM account visits your website, then:

Discover up to [number] ZoomInfo contacts that meet [select criteria]
Export to [select system] as [record type]
Assign to [select user]
Send alert to [select account owner] and [select shared ABM channel]
Display [select account-specific opening message] and [select call-to-action] in chatbot flow

Standard Operating Procedure

1. Configure Account Targeting

Identify and prioritize target/ABM accounts
Set up website visitor IP tracking for these accounts

2. Craft Custom Messages

Develop account-specific opening messages and CTAs
Create tailored chatbot flows for each target account

3. Set Up Alert System

Configure alerts for account owners and shared ABM channel
Establish criteria for triggering alerts based on website visits

4. Implement Chatbot Integration

Integrate chatbot with website visitor tracking
Set up logic to display custom messages for target accounts

5. CRM Integration

Configure automatic record creation in CRM for new leads
Set up data sync between chatbot and CRM

6. User Assignment Workflow

Develop criteria for assigning leads to specific users
Implement automatic assignment process

7. Monitor and Analyze Performance

Track engagement metrics for custom chatbot interactions
Compare performance against standard chatbot responses

8. Refine and Optimize

Regularly review and update custom messages
Adjust targeting criteria based on performance data

9. Scale the Process

Expand custom messaging to additional target accounts
Continuously improve chatbot logic and user experience

Yield Model

Yield in $ Formula

Potential Yield = (CV * ER * IR * CR / 10^6) * ADS

Key Drivers

Identification Rate (IR)Engagement Rate (ER)Conversion Rate (CR)Average Deal Size (ADS)Chat Volume (CV)

Driver Definitions

Identification Rate (IR) This measures the success rate in identifying the company or organization associated with an abandoned chat.

Engagement Rate (ER) This reflects the success in engaging the identified company's buying group or relevant contacts.

Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy.

Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited.

Chat Volume (CV) This metric encompasses the total chat interactions. It provides a comprehensive view of the engagement opportunity available through the chat feature.

AI Agent Prompt Template

I. Prompt Instructions - Overview

This email template is designed for the "Custom Messages in Chat" GTM Play. It targets contacts from identified target/ABM accounts who visit the company's website. The goal is to engage these high-value prospects with personalized chatbot messages that address their specific needs and encourage further interaction.

II. Information Included

The email will include personalized information between <context></context> for proper dynamic insertion:

Company Information: Insight into the prospect's company, including identified pain points and behavior from engagement history.
Signals & Behavior: Details on the account's engagement history and recent intent signals.
Account History: Includes documented CRM account history along with a complete history of conversation data recorded via Chorus Conversational Intelligence.
Contact Information: A group of five contacts across the buying committee, including the contact's role, persona information, and other details to personalize the email.
Content Library: Relevant content, such as upcoming webinars, whitepapers, or downloadable content that can be included as part of the follow-up.
Messaging: A comprehensive messaging library that addresses persona-specific and segment-specific pain points, delivering tailored content that aligns with the account's segment and the contact's role.

III. Email Structure

<email> <subject>{{Personalized Subject Line}}</subject> <body> Hi {{Contact.FirstName}}, I noticed that you recently visited our website, and I wanted to reach out personally. At {{Sender.Company}}, we've developed a custom chat experience designed specifically for companies like {{CompanyName}} in the {{Company.Industry}} industry. Based on what we know about {{CompanyName}}'s current challenges, particularly {{CompanyPainPoint}}, I believe our tailored chat solution could significantly improve your customer engagement and lead generation efforts. Here's how our custom chat messages could benefit {{CompanyName}}: <ul> <li>Personalized greetings for visitors from your target accounts</li> <li>Industry-specific chatbot flows that address common pain points</li> <li>Seamless integration with your existing CRM and marketing automation tools</li> </ul> I'd love to schedule a brief demo to show you how this could work for {{CompanyName}}. Are you available for a 15-minute call this week? In the meantime, you might find this resource interesting: {{ContentLibrary.RelevantResource}}. It discusses how companies in the {{Company.Industry}} industry are leveraging AI-powered chat to drive engagement and conversions. Looking forward to connecting with you soon! Best regards, {{Sender.Name}} {{Sender.Title}}, {{Sender.Company}} {{Sender.ContactDetails}} </body> </email>

IV. Context

<context> <Company Information> **`{{Company Information}}`** </Company Information> --- <Signals & Behavior> **`{{Signals & Behavior}}`** </Signals & Behavior> --- <Account History> **`{{Account History}}`** </Account History> --- <Contact Information> **`{{Contact Information}}`** </Contact Information> --- <Content Library> **`{{Content Library}}`** </Content Library> --- <Messaging> `{{Messaging}}` </Messaging> </context>

V. Optimizations

Subject Line Personalization: E.g., "{{Contact.FirstName}}, enhance {{CompanyName}}'s website engagement with custom chat"
Engaging Opening: Mention the prospect's recent website visit to create immediacy and relevance.
Value-Driven Content: Highlight the benefits of custom chat messages tailored to their industry and specific pain points.
Call to Action: Offer a brief demo and suggest available times for a call.
Relevant Resource: Share industry-specific content that demonstrates the value of AI-powered chat solutions.
Polished Close: Keep the tone professional yet approachable, emphasizing the personalized nature of the outreach.

Merge Tokens Used

{{Personalized.SubjectLine}}{{Contact.FirstName}}{{Sender.Company}}{{CompanyName}}{{Company.Industry}}{{PainPoint}}{{ContentLibrary.Resource}}{{Sender.Name}}{{Sender.Title}}{{Sender.ContactDetails}}

Play Description for LLM

<play> **PLAY NAME** Custom Messages in Chat --- **🔁 Triggers** - Identify a contact who visits your visits your site from target / ABM account --- **⚡️ Actions** - Send alert to account owner and shared ABM channel - Assign to a User - Send records to your CRM - Chatbot displays account specific opening messages and calls to action in chat flow --- **✅ Goal / Problem to Solve** ✅ Cold / New Leads --- **➡️ Channels** 🖥 Chat --- **✏️ Summary** Don't interact with your best prospects with just any chatbot. Respond with pre-written chats geared toward your specific value offer for them. Identify your top prospects and craft a message to meet their needs. Then set up your chatbot to deliver this dialogue when anyone from a target company lands on your site. Now you can initiate more connected relationships and build on the momentum of multiple visitors from the company. --- **✏️ Default Natural Language** When a **contact from a target/ABM account visits your website**, then: - Discover **up to [number]** ZoomInfo contacts that meet **[select criteria]** - Export to **[select system]** as **[record type]** - Assign to **[select user]** - Send alert to **[select account owner]** and **[select shared ABM channel]** - Display **[select account-specific opening message]** and **[select call-to-action]** in chatbot flow --- **Explainer-Video-Script** Want to make your chatbots more effective at sourcing deals? Use the custom messages in chat play! Your chatbot should be a tool for sourcing more deals. Responding to most site visitors with your automated chatbot is effective, but for top-tier accounts you want to prioritize consider a more specialized approach. Identify your top prospects and craft messaging specifically for them. Set up your chatbot to deliver this dialogue when anyone from a target company lands on your site. This will ensure your most desired accounts take notice and help you win them over. --- **🏷Features)** Chatbot, Website Visitor IP Tracking --- **🏷️ZoomInfo Data Types)** WebSights, Contact Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** ♦︎ - Expert --- **🧪Standard Operating Procedure (SOP)** ## 1. Configure Account Targeting - Identify and prioritize target/ABM accounts - Set up website visitor IP tracking for these accounts ## 2. Craft Custom Messages - Develop account-specific opening messages and CTAs - Create tailored chatbot flows for each target account ## 3. Set Up Alert System - Configure alerts for account owners and shared ABM channel - Establish criteria for triggering alerts based on website visits ## 4. Implement Chatbot Integration - Integrate chatbot with website visitor tracking - Set up logic to display custom messages for target accounts ## 5. CRM Integration - Configure automatic record creation in CRM for new leads - Set up data sync between chatbot and CRM ## 6. User Assignment Workflow - Develop criteria for assigning leads to specific users - Implement automatic assignment process ## 7. Monitor and Analyze Performance - Track engagement metrics for custom chatbot interactions - Compare performance against standard chatbot responses ## 8. Refine and Optimize - Regularly review and update custom messages - Adjust targeting criteria based on performance data ## 9. Scale the Process - Expand custom messaging to additional target accounts - Continuously improve chatbot logic and user experience --- **🪙 RAG Inputs Used (Broad)** Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, Sender.Company, CompanyName, Company.Industry, PainPoint, ContentLibrary.Resource, Sender.Name, Sender.Title, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (CV * ER * IR * CR / 10^6) * ADS --- **🟨 Yield Key Drivers** Identification Rate (IR), Engagement Rate (ER), Conversion Rate (CR), Average Deal Size (ADS), Chat Volume (CV) --- **🟨 Yield Driver Definitions** Identification Rate (IR) This measures the success rate in identifying the company or organization associated with an abandoned chat. Engagement Rate (ER) This reflects the success in engaging the identified company's buying group or relevant contacts. Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Chat Volume (CV) This metric encompasses the total chat interactions. It provides a comprehensive view of the engagement opportunity available through the chat feature. --- </play>