AI Training

Set it up

1. Open AI Training at the bottom of the menu.
2. Enter your website domain under Fill it in from your website and click Generate to fill in what your site says.
3. Go through the sections: Company, Offer, Ideal customer, Competitors, Your LinkedIn, Voice, Campaign strategy and Email copy samples.
4. Add competitors with Add competitor: their name, website, LinkedIn and how you differ.
5. Add a few emails you wrote yourself under Email copy samples.
6. Click Save. The bar at the top shows how many sections are done.

The sections

• Company: name, website, industry, size and location.
• Offer: what you sell, pricing, value, proof and guarantees. Ideal customer: who you sell to, their pains and buying triggers.
• Voice: tone, words to use and to avoid, sign-off. Campaign strategy: goals, follow-up style and your meeting link.
• Each section shows Done or To do.

Email copy samples

• Write these yourself, the way you really write. The AI learns your style from them; do not paste AI-written copy.
• A subject and the body, exactly as you sent it. Up to 10.

Embeddings

• Embeddings let your AI agents find the right part of your training for each email and reply, instead of searching by keywords.
• Tick Use embeddings, pick a model (text-embedding-3-small is recommended, text-embedding-3-large is more accurate) and click Save. The index is built within a few minutes.
• With your own OpenAI key connected in Settings, Integrations, AI models, it uses no credits. Otherwise it uses Ziclon's key and credits per 1,000 tokens, as the card shows.
• The status shows Off, Updating, Ready or Failed, and how many pieces are indexed. Click Rebuild index after a big change.

Tips

• Web addresses start with https://. LinkedIn addresses must be linkedin.com ones.
• Add a meeting link under Campaign strategy so AI Reply Agents can offer it to interested people.
• List words to avoid separated by commas, for example: discounts, pricing, "Competitor X". AI-written emails that use one are rewritten or left for you.
• AI Assistant can fill in missing details for you: tell it what you sell and confirm the card it shows.
• After changing AI Training, open each AI Reply Agent and click Train my AI agent again.

Field reference

• Company: Company name (up to 120 characters), Website (https://), Industry, Company size, Location. Done when name, website and industry are filled.
• Offer: What you sell (up to 2,000 characters), Pricing model, Value proposition, Key benefits (one per line), Proof, case studies and testimonials, Guarantees, Offer or call to action. Done when what you sell, the value proposition and the call to action are filled.
• Ideal customer: Target industries and companies, Roles and titles, Company size you target, Geography, Pains, Triggers and buying signals, Objections and answers. Done when the targets, roles and pains are filled.
• Competitors: up to 20, each with a name, website, LinkedIn and how you differ.
• Your LinkedIn: Company LinkedIn and Sender LinkedIn (linkedin.com addresses). Done with the company page.
• Voice: How you usually write, Words to use, Words to avoid, Sign-off, Sender name and role, What you usually email about (used for warmup emails). Done with the tone and the sender.
• Campaign strategy: Goals, Meeting link (https://), Follow-up style, Emails per sequence (1 to 10), Languages. Done with goals and the meeting link.
• Email copy samples: up to 10, each with a subject (up to 200 characters) and a body (up to 5,000).