Business Case: Personalized Email Generation with Business Analyzer Agent

Introduction

Imagine you are part of the marketing team at a rapidly growing tech company, tasked with crafting personalized email campaigns to engage potential clients. One day, your manager assigns you a challenging project: create highly personalized emails for a list of prospective buyers based on a detailed analysis of their businesses.

The stakes are high, as a well-crafted email could mean the difference between closing a lucrative deal and losing a potential customer. You know that personalized digital experiences are now a necessary part of customer experience (CX). According to McKinsey, hyper-personalization is expected by 71% of consumers, resulting in a 40% increase in revenue on average.

To tackle this challenge, we show you a 4-agent agentic workflow where we utilized our Buyer Business Analyzer Agent, a powerful agent that can add depth to the quality of the personalization for each buyer.

In this tutorial, you'll learn how to generate personalized emails using the Buyer Business Analyzer Agent inside Personize.ai Studio. This advanced guide will walk you through a multi-step workflow, including online searches and custom analyses, to create email campaigns that resonate with your contacts.

Agentic Workflow Overview

Your source file must have "First Name, "Title", and "Company Name" for all contacts.

Agent 1 - Query Builder: Generates search queries based on company data.

Agent 2 - Online Search: Summarizes webpage content from search results.

Agent 3 - Analyzer Agent: Analyzes search results and returns a JSON containing its analysis and inferences of the account's customers/ICPs, Value Prop, Product, Sales Funnel, Competitive Market Overview, GTM strategy and Channels.

Agent 4 - Email Writer: Generates an email using results from the analyzer agent.

Step-by-Step Instructions

Start the Run process by selecting your file. Then create the agents based on this workflow:

Agent 1: Query Builder

Purpose: Generates dynamic search queries based on a company name.

• Th dynamic query would look like "product, services, news of {{Company_Name}}".
• No system message is needed.
• Map the Company_Name as an input.
• Specify a column as the destination for queries.
• Select "Skip Provider" option for this agent.
• Sample agent Share Code: 7bbb6090-cf8e-42fe-bd08-c74f7e2c5a24

Agent 2: Online Search Tool

Purpose: Reads top most relevant links about each company and returns the search results.

• Input the search queries generated by the Query Builder.
• Specify a column for the search results as the destination column.

Agent 3: Buyer Business Analyzer Agent

Purpose: Analyzes search results to create a structured JSON that answers specific questions about the companies.

• Returns a JSON containing its analysis and inferences of the account's customers/ICPs, Value Prop, Product, Sales Funnel, Competitive Market Overview, GTM strategy and Channels.
• Inputs: Search results from Agent 2, Company Name, Your Company Name, Your Company Description. 
• Store the result in a column called: “Business Analysis".

Check our post about this agent here:

Agent 4: Email Writer

Purpose: Generates a personalized email using results from the analyzer agent.

• Inputs: Results from the Analyzer Agent, and the Lead information like first name and title. 
• Store the result in a column called: “Output Email"

We will share more about this agent this week.

Final Steps

Submit the Run.

Once you submit your Run, please wait for a few seconds. If you are generating a large number of emails, it may take a few minutes.

Review Results:

By following this tutorial, you will create a sophisticated system for generating and improving personalized emails, leveraging online searches and advanced analysis techniques to enhance your marketing efforts.

This post is prepared by Mahdis Esmaeilzadeh , one of our AI engineers at Personize.ai.