Engage Prospects with the AI Assistant

Overview

The AI assistant helps you move from prospecting to outreach faster. After you find and qualify prospects, use the assistant to create and refine outreach through sequences and workflows.

While building out your engagement, the assistant can recommend improvements to messaging, prioritization, enrichment, and deliverability so you can launch campaigns with confidence.

Check out the following sections to engage prospects with the AI assistant.

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Engage Prospects

To engage with prospects with the AI assistant:

1. Launch Apollo and navigate to People, Companies, or Lists.
2. Select the prospects with which you want to engage.

3. Click Execute with AI.
4. Click to use a suggestion like Craft outbound sequence or click View all prompts to see more.

5. Alternatively, describe your outreach goal in natural language, like:

Draft a personalized cold email for prospects on my Conference Maui 2026 list.

Draft a 6-step multichannel sequence that is phone-first (3 Emails, 2 Calls, 1 LinkedIn) using my Content Center to produce fully formed email, call, and LinkedIn steps. Begin the sequence with a call step/script, followed by an email sent after the call. Apply a candid, competence-assumed tone and ensure an optimized multi-day cadence style.

Write a follow-up email referencing their recent funding.

Start a LinkedIn-first outreach strategy for this list.

6. Review the assistant's draft, make edits if needed, and confirm to apply the action.

You have now engaged prospects with the AI assistant.

Wanna dig deeper? Next, learn how to create and customize sequences for stronger outreach.

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Create and Customize Sequences

Use the AI assistant to build tailored, multi-step sequences based on your goals, audience, and preferred channels. You can create email-only campaigns or combine email, calls, and LinkedIn touches into a coordinated outreach strategy.

To create and customize a sequence:

1. Launch Apollo and click Execute with AI on any page.
2. Click to use a suggestion like Create multi-channel sequence or click View all prompts to view more.

3. Alternatively, describe your sequence in natural language, like:

Create a 5-step multichannel sequence with 3 emails, 1 call, and 1 LinkedIn touch.

Build a phone-first sequence targeting VP Sales at mid-market SaaS companies.

Create a nurture sequence with 3 thought leadership emails spaced one week apart.

Build a 5-step outbound sequence for recently funded Series A SaaS companies. The goal is to book a 15-minute intro call. Include subject lines, timing, and messaging that references their recent funding without sounding generic.

4. Review the generated steps, adjust timing, messaging, or channels as needed, and use natural language conversation to apply the sequence and add contacts.

You have now created and customized a sequence. Next, learn how to manage and optimize existing sequences to improve engagement.

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Manage and Optimize Sequences

After launching a sequence, use the AI assistant to review performance and optimize engagement. The assistant can analyze a specific sequence and recommend improvements to messaging, timing, and structure.

To manage and optimize a sequence:

1. Launch Apollo and navigate to Sequences.
2. Select your sequence.
3. Click Execute with AI.
4. Click to use a suggestion like Auto-optimize sequence for performance, or click View all prompts to see more.

5. Alternatively, describe your request in natural language, like:

Review my Q1 outbound sequence and suggest improvements.

How can I improve reply rates on my cybersecurity sequence?

Recommend changes to increase engagement on this sequence.

Automatically follow up with prospects who missed their meeting.

6. Review the assistant's recommendations, make edits if needed, and confirm to apply updates.

You have now managed and optimized your sequence. Next, learn how to build automated workflows with the assistant to scale engagement.

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Build Automated Workflows

Use the AI assistant to build automated workflows that orchestrate outreach across Apollo. Workflows can trigger engagement based on signals, route tasks to teammates, and move prospects through structured follow-up paths without manual effort.

To build an automated workflow:

1. Launch Apollo and navigate to Workflows.
2. Click Execute with AI.
3. Click to use a suggestion like Reach out to new hires automatically or click View all prompts to see more.

4. Alternatively, describe your workflow goal in natural language, like:

Create a workflow that enrolls new inbound leads into a 4-step outbound sequence.

Build a signal-based workflow that triggers outreach after funding announcements.

Automatically follow up with no-shows and assign a task to the account owner.

5. Review the generated workflow steps, adjust triggers or actions as needed, and confirm to activate.

You have now built an automated workflow to scale engagement. Continue refining your outreach strategy or move to analyze your performance with the AI assistant.

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Next Steps

Keep the momentum going by connecting engagement with smarter prospecting, automation, and performance insights.

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