Supercharge your Cadences: How to scale personalization with Salesloft AI

 🔒Feature Availability Note

These features are available exclusively to customers who have Salesloft Research Agents enabled on their instance. If you do not see these options in your settings or cadence builder, please reach out to your Salesloft Account Team or Salesloft Admin to verify your plan and package enablement.

Spending hours on manual pre-call research or struggling to draft personalized emails that stand out in a crowded inbox? Salesloft’s AI suite transforms how revenue teams research prospects and execute cadences.

By combining real-time research automation, brand-aware collateral, and dynamically generated cadence steps, Salesloft enables sellers to deliver tailored, high-impact outreach at scale.

Here is a breakdown of the powerful Salesloft AI capabilities available to streamline your workflows:

1. Eliminate manual research with AI Research Agents

👤 Person Research Agent

Instead of toggling across multiple tabs, the Person Research Agent synthesizes data from Salesloft activities, CRM records, conversations, and engagement signals into a structured briefing directly on the prospect’s profile.

• Executive Summary: A quick snapshot of recent activity, buyer intent, and engagement signals.
• Role & Responsibilities & Decision Badges: Clear insights into prospect duties paired with automated badges (Decision Maker, Key Influencer, User, or Unknown).
• Clear Source Attribution: Direct hyperlinks back to original call transcripts, emails, or meetings for deep-dive verification.
• Prospect Overview: Evaluates current status and engagement signals to pinpoint top outreach candidates.

🏢 Account Research Agent

Get instant company-wide context by aggregating data from public web sources, CRM records, and Salesloft engagement history.

• About & Overview: Instant breakdown of industry, headcount, revenue, location, and buying cycle stage.
• Engagement Summary & Sales Angles: Reviews past interaction history and auto-generates talking points tailored to persona needs and value propositions.
• Strategic Insights: Tracks company financials, strategic goals, current initiatives, funding events, and competitive dynamics.

2. Customize insights with Custom Research Agents

Admins can extend the Account Research Agent by adding custom fields with specific instructions—enabling revenue teams to track bespoke data points like Primary Competitors, Tech Stack, or Recent Performance directly within the seller view.

3. Power context-aware generations with the AI Knowledge Library

Generic AI produces generic copy. The AI Knowledge Library serves as a centralized hub where admins can upload approved collateral—including battlecards, case studies, messaging frameworks, and competitor takedowns.

• Brand-Consistent AI: Salesloft AI references these documents to ensure all generated steps align with your brand voice and product value.
• Group-Level Access: Assign specific documents to designated Salesloft Groups (e.g., Enterprise vs. SMB) so reps receive segmented, highly relevant messaging.
• Seamless Updates: Replace or update outdated documents as messaging evolves.

4. Work faster with AI Cadences & Dynamic steps

Say goodbye to static templates and generic scripts. Salesloft’s AI Dynamic Steps allow reps to generate hyper-personalized content within their daily cadence workflows.

✉️ AI Dynamic Email Steps

• Create emails dynamically using account intent, prospect role, and custom prompt guidelines.
• Use Draft with AI to rephrase, adapt tone, or refine copy on the fly.

📞 AI Dynamic Phone Steps

• Automatically build tailored call tracks, opening hooks, and objection-handling points based on prior engagement and cadence goals.

💡 Prompt: Strategic C-Suite engagement

To maximize the quality of AI-generated email and call steps, configure your Cadence AI Settings with a clear purpose and specific prompt rules:

Example Cadence purpose setting

"High-level strategic engagement with C-suite and VP-level executives at Enterprise organizations. Goal is a peer-to-peer business conversation focused on [Primary Value Prop]. Avoid transactional language or feature dumps. Prioritize brevity, authority, and industry-specific insights."

Example Email Prompt

• Hook: Reference a high-level priority or industry trend.
• Value: Pivot to how your solution solves a specific pain point to drive business outcomes.
• Tone: Professional, confident, and direct.
• CTA: Suggest an "exchange of ideas" or "brief introduction" over a hard demo pitch.
• Constraint: Keep under 75 words.

Example Call Prompt

• Opener: Acknowledge time and lead with a point-of-view on an industry challenge.
• The "So What?": Share quantified impact achieved with similar peers.
• Discovery Question: Include one executive-level question focused on 6–12 month strategic goals.

🎯 Actionable next steps

Turn raw account data and internal collateral into high-converting outreach without ever leaving Salesloft: 

• Feed the AI (Admins): Upload battlecards, case studies, and brand messaging to the AI Knowledge Library so outreach stays on-brand.
• Customize Signals (Admins): Add Custom Research Fields (e.g., Tech Stack, Competitors) to automate account-specific intelligence.
• Spot the Hook (Sellers): Use Person & Account Agents to identify the buyer's influence level, company priorities, and recent news.
• Execute at Scale (Sellers): Trigger AI Dynamic Email & Call Steps to instantly generate tailored messaging grounded in your collateral and research.

Ready to elevate your outreach?

Start leveraging these features today in your Salesloft cadence workflows to drive higher response rates and build meaningful buyer connections!