Getting Started With OneShot.ai
This guide contains everything you need to know to get up and running with OneShot.ai. Follow the steps below and you’ll be prospecting on autopilot in no time.
OneShot.ai Platform Overview
This video provides a brief overview of the OneShot.ai platform. You will learn how to set up your account, create a new list and campaign, build AI prompts and link them to your campaign, and go live.
This video provides a brief overview of the OneShot.ai platform. You will learn how to set up your account, create a new list and campaign, build AI prompts and link them to your campaign, and go live.
- Complete the About Seller section
- Create a list
- Create a campaign
- Add leads to campaign
- Create AI prompts
- Link AI prompts to campaign
- Launch campaign
Step 1: Completing your About Seller section
Refer to the following video for instructions on how to fill out the required About Seller information.
Information in this section will be used as context for OneShot’s generative AI when creating messaging.
1. Navigate to the About Seller section in the main navigation on the left hand side
2. Under the Company Details tab, fill out:
- Company Name
- Company Description
In the My LinkedIn Profile section you can select either your personal or your company profile.
OneShot.ai will read your profile data to better understand important information about you and your company, topics you talk about, and the tone of the language you use to emulate your personal voice when generating AI outputs.
3. Navigate to the Pain Points and Value Propositions and select + New Pain Point.
- Under the Pain point section, describe specific challenges your ideal customers are experiencing.
- In the Value Proposition section, describe how your product or service solves these challenges for your ideal customers.
- Create a label for each pain point/value proposition, or assign an existing label.
OneShot.ai uses these pain point/value propositions to understand how you solve your customer’s challenges and uses this as context when generating messaging.
4. Navigate to the Case Studies tab and select + New Case Study
Fill out the Company, Link, and Description fields and assign a label. You can create as many case studies as you like.
💡 Note: Case Studies are optional, but adding them will help bolster your campaigns with insight into how you help your customers.
Step 2: Create a List
Now your About Seller information has been added, you’re ready to build a list. Follow the instructions in the video and steps below to create a targeted list of prospects.
1. Navigate to the Campaigns section in the main navigation on the left hand side
2. Select + New List and name your new list for ease of access
3. Use the filters in the ICP to define your ideal prospect.
💡 Note: The “Estimated Leads” indicator will automatically update as each new filter is applied. We recommend filtering down your list of leads until there are roughly 500–2,000 leads for best results.
Once you’re satisfied with the list, remember to save your search and give it a name.
4. Navigate to the Pain Points and Value Propositions tab.You can create new pain points here if you wish.
Alternatively, click Select Existing Pain Point to browse the ones you built in the previous step.
Add relevant pain points and value propositions to the list by selecting + Add. You may add as many pain points and value propositions as you wish.
5. Add new or existing case studies by selecting the appropriate option.
Your progress will automatically save as you go. Once these steps are completed, you are ready to build a campaign.
Step 3: Create a Campaign
1. Navigate to the Campaigns section in the main navigation on the left hand side
2. Locate the List you built in the last step and click to select it
3. Click + New Campaign. Click the edit icon to rename your campaign
4. Click + Add Step. You will now be prompted to build your sequence.
💡 Tip: Your sequence is the cadence at which your outreach messages will be delivered to the prospects on your list. You have full control over the Step Type and the length of time between each step.
Step 4: Add Leads to Campaign
Now you’ve built your target list and a campaign with sequence steps added, you are ready to assign contacts to the campaign.
1. Navigate to the Campaigns section in the main navigation on the left hand side
2. Select the List you’d like to add contacts to and click the name of the list to open
3. From the Saved Searches tab, select the search you created in Step 2. This will apply the filters you selected previously. The list of contacts will generate automatically.
4. Click Add People and select the number of leads you wish to add to the campaign.
5. From the Select Campaign drop down, choose the campaign you built in Step 3.
6. Click Proceed.
Your leads are now added to the campaign you built in the previous step.
Step 5: Create AI Prompts
1. Navigate to the AI Prompts section in the main navigation.
2. Select + New Prompt and choose a Prompt Name and Purpose.
Naming and selecting the purpose of your prompts make it a lot easier to generate your AI output, which we will cover in the next step. It also allows you to provide specific inputs based on which kind of output you require, for example for an email subject line versus an email body.
3. Type your prompt into the textbox.
You can preview your prompt as you create it in the preview box on the right. Selecting a contact in the Prompt Preview section will allow you to view the output as it will appear to that contact.
4. Click Generate with AI to preview the output of your prompt.
If there are elements of the output that you wish to change or remove, you can do so by editing manually or by changing the prompt. As you change the prompt, hit Re-Generate with AI to preview changes.
💡 Note: Generative AI is dynamic by nature, meaning that your output will not be the same each time.
6. Once you are satisfied with your prompt and the type of output it will produce, hit Save Prompt.
Step 6: Link AI Prompts to Campaign
Now your prompts, campaigns, and lists are all created, it’s time to link them all together.
1. Navigate to the Campaigns section in the main navigation on the left hand side.
2. Locate the List you built in the earlier step and click to select it.
3. Select the Campaign you wish to launch. You can also select + New Campaign to create one from scratch
4. Under Step 1 Click Template to open the template editor. This is where you will build the framework that all Step 1 emails for this campaign will follow.
5. In the Body section, click the {Receiver} drop down. Hover over Prompts to view a list of saved prompts. Select the prompt you created in Step 5.
By selecting a lead from the Preview Lead box, you can preview the output of your prompt.
6. Repeat steps 4 & 5 for each sequence step in the campaign.
Step 7: Launch Campaign
1. Navigate to the Campaigns section in the main navigation on the left hand side.
2. Locate the List you built in the earlier step and click the list name to open the list.
3. Under the ICP tab, ensure your list is correct. You can either use the filters to create a new list, or click Saved Searches to view the list you’ve already created.
4. Once you’re satisfied with the list, select Add people and choose the Number of leads to add to the campaign.
5. Select a Contact Label
6. From the Select Campaign dropdown list, choose the campaign you created in Step 3. Select Proceed. OneShot.ai will now automatically add the number of leads selected to the campaign.
7. Navigate back to the Campaigns section in the main navigation on the left hand side and select your campaign. Under the Steps tab, navigate to Step 1 and select Generate.
Under the pop-up Generate section, you have the option to generate prompts individually or all at once. Once prompts are generated, you can edit them. Progress will be displayed as the prompts are generated, this may take several minutes.
8. Repeat the Generation process for each step in the campaign.
9. Once prompts are generated, select Review.
Under the pop-up Review section, you can review and edit the AI generated outputs. This is what your prospects will see, so be sure to review outputs carefully.
10. When you are satisfied with the outputs, select Approve. You may approve messages individually or all at once. Once approved, toggle the campaign step to On.
11. Repeat the Review process for each step in the campaign.When all steps are approved and active, toggle Activate Campaign to Active.
⚠️ Note: Activating the campaign will begin sending messages to prospects. Ensure you’ve reviewed your campaign before activating it.