How Agentic AI Helps Create Personalization at Scale
In the world of sales, one of the most persistent challenges salespeople face is personalizing outreach at scale. As businesses grow and customer data becomes more abundant, finding a way to engage clients effectively without losing the personal touch can seem like an impossible task.
Hi, I’m Vikram Kotnis, Founder & CEO of Kylas. Today, I want to talk about how Agentic AI enables you to solve this challenge by providing a scalable solution for personalization in your outreach. I’ll walk you through how AI-powered tools can help you move from one-to-many outreach to one-on-one, personalized conversations at scale, and how you can supercharge your sales and marketing efforts with the right automation.
The Challenge of Data Overload
Salespeople are often tasked with managing a vast amount of data. You have basic information, such as the company name, the person’s LinkedIn profile, and some public details about the prospect. While this information is valuable, it’s usually not enough to truly understand the customer and engage with them in a personalized manner.
Here’s where Agentic AI steps in. By leveraging Large Language Models (LLMs), businesses can transform their data into highly personalized messages that engage the customer right from the first outreach.
Agentic AI and Personalization at Scale
In the world of sales, personalization is key. You want to craft a message that speaks to your prospect’s specific needs, challenges, and interests. But doing this manually at scale can be time-consuming and inefficient. That’s where Agentic AI comes in.
With the help of AI-driven personalization, your outreach can start as a one-to-many approach, and then gradually become a one-to-one, highly tailored conversation.
Let’s break this down:
1. Using Limited Data to Personalize Outreach:
You don’t need vast amounts of data to start. With even minimal information like a company name or a LinkedIn profile, LLMs can craft personalized emails, WhatsApp messages, or even LinkedIn outreach. The AI takes this basic information and, based on pre-defined templates and your input, customizes the message to make it feel personal.
We’ve integrated these capabilities in Kylas, allowing you to use N8N agents that you can deploy anywhere for enhanced personalization. This means that even with limited data, you can increase your open rates and WhatsApp replies significantly by delivering the right message to the right person.
2. Industry-Specific Context with RAG Engine:
But we don’t stop at just basic personalization. To make the engagement even more powerful, we use a RAG (Retrieval-Augmented Generation) engine that adds context to the outreach.
You can upload industry-specific data, like challenges, financial reports, or recent interviews, into the system. The RAG engine leverages this contextual data, helping the AI to create even more relevant and targeted outreach messages. For example, if you’re selling a SaaS solution to healthcare, the AI can pull from the healthcare industry’s challenges, trends, and needs, making your messaging much more impactful.
3. Improving Client Interaction Based on Engagement:
Once the initial message is sent, the AI gathers data from the recipient’s interaction – whether they open an email, click a link, or respond to a WhatsApp message. This data feeds back into your CRM, improving the scoring of the lead and enabling a deeper understanding of the customer’s intent.
Now, with better client engagement scores and context, you can send more targeted follow-ups. For example, if a client downloads a white paper or responds to an industry research paper, the next email can be crafted to address their specific interest, making it much more relevant.
4. Better Follow-ups and Seamless Transitions:
By automating and personalizing the follow-up process, you ensure that each interaction feels more like a conversation, not just another sales pitch. If the salesperson picks up the phone, they will already have access to the interaction history, right down to the first conversation transcript. This ensures that the sales rep understands the customer’s challenges better and engages them more effectively.
This step brings your personalization efforts to the next level. The more context you have, the better your outreach and interactions become.
The Results: 25-30% Increase in Engagement
The power of Agentic AI is in how it significantly boosts your open rates, engagement, and response rates. If set up right, you can see an increase of 25-30% in how well your outreach performs.
However, it’s important to remember that this is not about blasting out emails to thousands of leads. It’s about refining your process daily by testing, analyzing response rates, and continuously improving your approach based on AI insights.
The more you leverage AI and data, the more you improve your personalization strategy at scale.
The Path to One-on-One Personalization
In today’s world, the real power comes when you can take your outreach from one-to-many to one-to-one personalized engagement. The next step is using AI to help sales teams move beyond simple outreach and truly engage with leads on a more personal level. In our next episode, we’ll dive into how you can take these insights and move toward even deeper personalization.
Conclusion: Personalization at Scale Is Now Possible
With Agentic AI, businesses now have the tools to turn limited data into personalized outreach at scale. The combination of LLMs, industry-specific context, and CRM data allows you to craft messages that speak directly to your clients’ needs, improving engagement, response rates, and ultimately, conversions.
In the end, it’s about working smarter, not harder. By leveraging the power of Agentic AI and Kylas CRM, you can engage your leads at scale and turn your outreach into a highly personalized, data-driven sales machine.
