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How to ask chat to draft an outreach message in GTM One

Learn how to ask chat for a message to a prospect or customer that is ready to send, and what the notes under it mean.

Jake FreyJake FreyPrincipal Product Manager

Learn how to ask chat for a message to a prospect or customer that is ready to send, and what the notes under it mean.

Overview

Chat writes the message as plain text you can copy into your own email or messaging tool. It does not send anything, and it writes one message at a time. For a person or company you name, chat first gathers what it needs: who the recipient is and what changed recently, whether you already work with them (customer, live deal, earlier conversations, or none), and which of your offerings to lead with.

Before you start

  • Chat draws your offerings from your organization's business context (see Overview of AI Context in GTM One), from what you say, and from the conversation. If your organization lists none that fit, chat uses your company's public profile and says so.
  • Relationship facts come from your connected CRM and your recorded meetings and emails. If chat did not check them, it says the relationship is unchecked, not that there is none.
  • Each question can use AI action credits when your organization is charged for them. See How to see how many credits a Chat reply used in GTM One.

Ask for a message

  1. Open chat from Home, Chats, or Ask AI on a company or contact profile (the record on the page is then the recipient).
  2. Ask, naming the recipient and, if you want one, the offering and the length, for example "Write a cold email to the VP of Sales at Acme about our forecasting product, under 60 words".
  3. Press Enter. Chat answers with a subject and the message first, as plain text with no links or citation marks.
  4. Read the lines beneath the message. They name the facts the message draws on, with links to their sources, and carry the notes below.
  5. Copy the message into your email tool, and change what you need. To revise it, tell chat what to change.

What a message and its notes contain

  • A cold email runs 50 to 80 words under a short subject. It opens with the most specific thing chat knows about the recipient, ties it to the offering chat chose, states that offering's pain point in the recipient's terms, uses at most one figure or customer fact from your context or the data, and ends with one low-friction ask. A length or format you name wins.
  • The message may say plainly that your company already works with the recipient's company. It does not claim personal history you do not have.
  • Another rep's ownership, contract terms, a renewal in progress and what the account has been evaluating stay out of the message. They appear in the notes beneath it, so you can adjust your tone.
  • The notes also name the offering pitched, where it came from and why, so you can swap it. If chat knew nothing specific about the recipient, it writes the message plainly and says so.

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