Automation Flow - AI-Powered Personalized Message Sending

Bulk sends with AI: personalize using the Copilot token and lead fields.

Configuring the Trigger Flow

In this example, we will use a segment containing all contacts who filled out Sprinthub University's pre-enrollment form, providing their name, email, and course of interest. This data — especially the name and the course of interest — will be used later to generate a personalized message.

To learn about the different ways to trigger an Automation Flow, click here.

Automation Flow editing screen.

Send WhatsApp action.

Configuring Send WhatsApp Action

By using the token {copilot=...}, we can insert line breaks within the content to make the prompt more organized and readable. It is worth noting that the token can be used anywhere in the "Send Message" block, according to your preference.

In addition, it is possible to define the level of creativity of the AI's response directly in the token, using the prefixes:

• temp__creative – for more creative responses with greater variation (more "random").

• temp__deterministic – for more direct and predictable responses (more "objective").

Token used in the message:

{copilot=temp__creative
Create a short and engaging message using the lead's course of interest, which would be '{contactfield=curso_interesse}', from Sprinthub University. The lead's name is '{contactfield=firstname}'
The message should remind them that registrations for this course are open until October 20 and encourage the lead not to miss the deadline. Use a few emojis.
}

Writing a prompt inside the Copilot token.

Mass sends with AI can generate high credit usage on the platform used (e.g., OpenAI or Gemini). Therefore, it is recommended to prioritize personalized messages for leads with greater conversion potential.

Checking Trigger Messages

As shown in the example below, the contact Neto received a personalized message about the registration deadline, based on the course-of-interest field, which would be Veterinary Medicine.

Support with the trigger.