AI Strategist is your AI assistant inside AiSDR that helps you plan and launch outreach campaigns faster. Instead of manually researching audiences, messaging, and campaign structure, you can simply chat with the AI and it will generate ideas, strategies, and even ready-to-launch campaigns for you.

The feature is designed to help you move from an idea to a working outreach campaign in minutes by identifying the right audience, signals, and messaging angles.

Why it matters: Instead of juggling dozens of disparate tools, hiring consultants, or waiting months for results, AI Strategist offers a single platform that delivers predictable outbound outcomes fast.

How to Use AI Strategist

AI Strategist currently has two main tabs:

• My ICP

• Create a campaign
  

My ICP

The My ICP tab helps you define and explore your ideal customer profile.

Here you can:

• Ask AI Strategist to suggest different ICPs for your product.

• Describe your ideal customer in plain language.

• Ask the AI to think about signals or triggers that would make outreach more timely and relevant (for example hiring signals, funding events, or product launches).

This is a great place to brainstorm and refine who you should target and why before building a campaign.

Create a Campaign

If you already have a campaign idea, switch to the Create a campaign tab.

Here you can ask AI Strategist to build the entire campaign for you. It will automatically:

• Find relevant leads

• Generate outreach messaging

• Set up the campaign structure

Chat With AI Strategist

AI Strategist works like a conversation.

You can:

• Ask questions

• Agree or disagree with its suggestions

• Like or dislike ideas

• Guide the AI toward the direction you prefer

This allows you to gradually refine your targeting and messaging until it matches your strategy.

Your AI Buddy for AiSDR

AI Strategist can also help with general questions about using the AiSDR platform.

If you're unsure how to:

• set up a campaign

• choose signals

• define your ICP

• optimize messaging

you can simply ask the AI Strategist. It’s designed to guide you through the platform and help you launch campaigns automatically.

Inspect & edit any element if desired (query, copy, exclusions).

🧠 Memory layer — context that sticks

AI Strategist now remembers context from your previous conversations, so you don't need to re-explain who you are or what you're working on every time you open the chat.

Here's how it works:

• After your first chat, it generates a memory piece based on what it learned about your company

• After every chat that follows, it reflects on the conversation and extracts insights and preferences

• It also knows which integrations you have connected and suggests fixes based on what those tools can actually do

The more you use it, the sharper it gets — over time your Strategist learns your preferences and tailors its responses to your exact style, fully autonomously.

💬 Predefined answers — quick reply chips

When you ask AI Strategist to do something, it often asks a follow-up question to confirm the next steps or clarify what you meant. To make those moments faster, you'll now see ready-made answer options right under the question — just click the one that matches what you want instead of typing a full reply.

Use them to keep the conversation moving, skip the typing, or when you're not sure how to phrase your next step. You can always type a custom reply if none of the options fit.

Best Practices & Tips

• Start broad, refine later. Let AI Strategist surface several ideas, then double‑down on the top performers.

• Leverage triggers. Use recent funding, tech‑stack changes, or news events to boost relevance.

• Monitor performance. AI Strategist will iterate automatically, but reviewing metrics weekly helps align with evolving goals.

• Combine with human insight. Add unique company values or case studies to the AI‑generated copy for extra authenticity.