Process optimization

No more random facts in your messages – now you pick exactly what Jason should research and use to match your strategy. Here's how it works: 1️⃣Select up to 3 personalization points that align with your outreach goals: Basic Research – start with the essentials and find what makes your outreach personal Company Research – dig into a company’s story and see what drives their business Prospect Research – get to know your prospects as real people, not just names on a list Industry Research – spot trends, keep an eye on competitors, and stay ahead Contact Fields Personalization – use the info you already have in your CRM to make every message feel custom-made. 2️⃣ Our New Research Agents, in seconds, gather only the info you need and that matters for your chosen strategy. No fluff, just relevant insights. 3️⃣ Jason turns that info into personalized messages – picking the most impactful data for each prospect so your outreach hits the right note every time. The result? You save time, skip manual research, and send messages that truly resonate. With AI SDR 3.0, auto-personalization finally makes sense. Flexibility when you need it – Want to personalize using contact fields? Just pick the ones that matter: first name, last name, title, company, city, state, country, company size, or industry. – Don’t want to personalize this time? No problem. Skip the options, and Jason will still create unique messages automatically. – When you choose multiple personalization points, Jason smartly picks the most relevant one for each message. Try out the new Research Agents, and feel how much faster and easier personalization can be.

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