Webinar #5 | AI Strategist Updates, AI Monitoring, Persona Editor & Notification Center

Last updated: April 2, 2026

Overview | TL;DR:

This webinar introduces several major AiSDR updates designed to make outbound faster, more intelligent, and easier to manage.

Yuriy walks through:

  • How the upgraded AI Strategist enables conversational campaign creation and iteration

  • How to use AI Strategist to review and improve underperforming campaigns

  • How AI Monitoring turns CRM data into real-time buying signals

  • How the new Notification Center improves control over alerts and communication

  • How the updated Persona Editor makes messaging easier to refine

  • Where to track credits, usage, and billing

This session focuses on helping teams move from manual campaign setup and static CRM lists to a more proactive, signal-based outbound workflow powered by AiSDR.

👉 Click here to watch 👈

What is covered:

AI Strategist

We covered how the upgraded AI Strategist enables a conversational way to build and improve campaigns. By providing context such as your website or a case study, you can generate signal-first ICPs, value-based offers, and messaging drafts in seconds. You can iterate on targeting and positioning directly in chat and launch campaigns without manual setup.

AI Strategist can also review underperforming campaigns and suggest improvements, as well as act as a built-in assistant for platform-related questions.

AI Monitoring (Monitors)

We introduced AI Monitoring, which turns CRM data into actionable outreach opportunities. By connecting HubSpot or Salesforce lists, you can monitor accounts such as customers, closed-lost deals, or event attendees.

The system tracks signals like funding, hiring, and leadership changes, as well as custom-defined triggers. It reviews data daily, surfaces buying intent, and notifies you when action is needed—allowing you to reach out manually or launch targeted campaigns.

Notification Center

We covered the new Notification Center, which gives you control over how you receive updates. You can filter notifications (e.g., positive replies), choose between real-time alerts or daily digests, and forward notifications to multiple inboxes—helping reduce noise and focus on what matters.

Persona Editor Improvements

We introduced a more structured Persona Editor. Instead of one large prompt, personas are now organized into sections like email, LinkedIn, phone, and context. This makes it easier to update specific parts of your messaging and improve outputs more precisely.

Credits & Billing

We reviewed how to manage credits in Settings → Plans & Billing, where you can track balance, usage, and activity. If you run out of credits, you can upgrade, wait for renewal, or contact your CSM. One-time credit top-ups are planned but not yet available.

Meeting timestamp

00:00–01:00 — Welcome & agenda
01:00–16:30 — AI Strategist demo and usage
16:30–18:50 — AI Strategist Q&A
18:50–24:50 — AI Monitoring walkthrough
24:50–27:20 — AI Monitoring Q&A
27:20–29:40 — Notification Center
29:40–31:30 — Persona Editor improvements
31:30–end — Credits, billing, and closing

Tip: You can use Fathom’s AI search to jump directly to any topic mentioned above.

Key takeaways

AI Strategist is now a core execution tool

AI Strategist is no longer just a support feature — it’s a central part of how campaigns can be built and improved. Instead of manually configuring every step, users can move from idea to launched campaign through conversation, making the process faster and more accessible.

Signal-first targeting drives better results

Successful campaigns are built around timing and relevance rather than broad ICP definitions. By focusing on signals such as hiring, funding, or organizational changes, outreach becomes more aligned with real buying moments, which increases engagement and response rates.

Strong offers matter more than generic CTAs

The quality of the offer plays a major role in performance. Messaging that provides clear value and context consistently outperforms generic “book a call” approaches, making outreach feel more relevant and less intrusive.

Iteration is part of the workflow

Campaign creation is no longer a one-time task. AI Strategist allows users to continuously refine targeting, messaging, and positioning by testing different angles and improving campaigns before and after launch.

AI Monitoring turns CRM into a live opportunity engine

Instead of treating CRM data as static, AI Monitoring enables teams to identify when accounts are most likely to engage. This shifts outreach from periodic check-ins to timely, signal-driven communication.

Custom signals unlock the most value

While standard signals are useful, defining signals that match your specific business context leads to more precise targeting and stronger results.

Better control improves focus

With the introduction of the Notification Center and structured persona editing, users can better manage both incoming information and messaging quality, reducing noise and improving overall efficiency.

Credits are transparent and manageable

Credit usage is fully visible within the platform, allowing teams to track consumption, plan campaigns effectively, and make informed decisions about scaling outreach.

Q&A Highlights

Can AI Strategist use existing personas?

Not directly yet.
AI Strategist currently works best for creating new campaigns rather than modifying existing personas.

Which sources does AI Monitoring use?

AI Monitoring scans across the internet, including:

  • Websites

  • Job boards

  • Public data sources

It is not limited to LinkedIn.

Is AI Monitoring available to everyone?

Not yet.
It is currently available to a subset of users and can be enabled by contacting your Customer Success Manager.

Where can I check my credits?

In Settings → Plans & Billing.

What happens if I run out of credits?

You can:

  • Upgrade your plan

  • Wait for renewal

  • Contact your CSM for support

One-time credit purchases are planned for future release.

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