Requirements Before Starting

  • Workspace has declared brand information in Settings → Brand Identity — this is the data AI uses to infer the ideal customer profile.
  • To use the ad audience synchronization feature: the workspace has connected Facebook Ads and/or Google Ads accounts.
  • To send automated opening emails: a mailbox (Gmail/Outlook) has been connected in Messaging.

Step 1: Enable Contact Source Classification Script

  1. Go to CRM → Contacts
  2. Open the Automation tab at the top of the list page
  3. Find the script "Classify by contact source", click Enable
  4. (Optional) Open the script to adjust the source → initial status mapping table to correctly classify leads

Step 2: Enable AI Script for Customer Persona Learning & Fit Scoring

  1. Still in the Contacts Automation tab, find the script "Infer ideal customer persona from brand", click Enable — AI will read the declared brand information to create the ideal customer persona for the first time
  2. Enable the script "Score contact fit level" — from now on, every newly created contact will be automatically scored
  3. Open any contact profile to see the fit score and fit band displayed directly on the profile

Step 3: Enable Personalized Opening Script for High-Scoring Leads

  1. Go to Messaging, find the ⚡ Automation button at the top of the page
  2. Enable the script "Research & initiate contact with high-scoring leads"
  3. When a contact is scored as a high fit, the system will automatically research and draft an opening email — go to Messaging to review the drafted email before sending, or let the system send it automatically according to the schedule configured in the script
💡 Preview Before Sending: Each script can be run as a test (Test Run) with a sample contact before being fully enabled — go to the script details, select Test Run to see the content AI generates without actually sending it.

Step 4: Enable Ad Audience Synchronization by Segment

  1. Go to Marketing → Smart Segments
  2. Click the ⚡ Automation button at the top of the page
  3. Enable the scripts you need one by one:
    • "Sync segment to ad audience" — every time a contact enters your selected segment, the corresponding Facebook/Google audience is updated
    • "Exclude contacts removed from audience"
    • "Create lookalike audiences"
    • "Retarget high-scoring leads who haven't responded"
    • "Stop advertising to purchased customers"
  4. For each script, open the configuration section to select the correct CRM segment and corresponding ad account

Step 5: Rescore Entire Contact List When Customer Persona Changes

  1. After editing the ideal customer persona (changing brand information, or adjusting directly in the scoring script)
  2. The script "Rescore when customer persona changes" will automatically run and update the fit scores for all existing contacts — no further action is needed
  3. Monitor the progress in the Run History of this script

Monitoring & Adjustments

  • Each scenario has its own Run History — see when the scenario ran, on which contact, and what the result was.
  • A scenario that fails or doesn't run as expected can have its individual steps viewed in detail and be retried (Retry) directly from the run history, without needing to contact support.
  • All scenarios are editable: change conditions, change email content, change scoring thresholds accordingly — just like you edit any other automation on GTG CRM.

Frequently Asked Questions

Does enabling this scenario incur a fee?

AI calling steps (inferring customer profile, scoring suitability, researching & drafting opening lines) are charged with credits based on actual workspace usage. The remaining steps (source classification, audience synchronization) do not incur additional AI fees.

Am I required to enable all 13 scenarios?

No. Each scenario is independent, enabling/disabling individually according to the parts you need — for example, only using the suitability scoring part without needing to sync advertising audiences yet.

What if I don't have a Facebook/Google advertising account?

You can still use the scenarios for source classification, suitability scoring, and personalized outreach as usual — only the advertising audience synchronization scenario group requires a workspace that has connected the corresponding advertising account.