Step 1: Navigate to Touchpoints
Go to the Touchpoints section of your campaign.
On the left-hand side, click Add New.
Scroll to the bottom and select Condition.
Step 2: Select AI Condition
After clicking Condition, you will see a list of available conditions.
Choose AI Condition (first option in the list).
This will add a decision step to your workflow.
Step 3: Understand How AI Condition Works
The AI Condition allows you to evaluate a prospect using a custom prompt.
When a prospect reaches this step:
Katie analyzes the prompt
Uses available tools (currently web search)
Returns a Yes or No answer
Based on the result:
Yes → Prospect continues down one branch
No → Prospect follows a different path
Step 4: Use Tree View for Better Visualization
To better understand the flow:
Click on Tree View
This will show:
The decision point
The Yes/No branches
The paths prospects will follow
Step 5: Define Your AI Prompt
Inside the AI Condition, you will write a prompt that determines the logic.
Example Use Cases
Example 1: Social Presence Check
Does the company this prospect works at have a Facebook page?
Example 2: Industry Qualification
Does {{prospect.company}} operate in the healthcare industry?What Happens:
The system searches the web
Evaluates available data
Returns:
Yes → Continue with one flow
No → Route to another flow
Step 6: What Data the AI Uses
Currently, the AI Condition relies on:
Web Search Tool
Scrapes publicly available information
Finds relevant data about the company or prospect
Step 7: Build Conditional Flows
You can use AI Conditions to create smarter workflows, such as:
Routing based on company presence (e.g., website, social media)
Filtering prospects by industry or market
Creating different messaging paths based on findings
Key Takeaways
AI Conditions allow dynamic decision-making inside campaigns.
They rely on custom prompts + web search.
Each condition creates a Yes/No branch in your flow.
Use Tree View to visualize and optimize your workflow.
This helps create more targeted and adaptive outreach.