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AI PersonalizationEvery message written for the person reading it.

Codexa writes each message from what it knows about the lead: their role, their company's tech stack, what triggered the outreach and what your playbook says to pitch.

Book a DemoSee how personalization works
The problem

Merge fields are not personalization.

Swapping in a first name and a company name does not make a message relevant. People can tell when an email was written for a list instead of for them.

Email to Priya ShahMerge fields only
ToPriya ShahSubjectQuick question

Hi {first_name},

I hope this finds you well. Codexa helps companies like {company} grow their pipeline with AI.

Do you have 15 minutes next week for a quick call?

Illustrative message and sample data.

How it works

From context to a message worth reading.

Codexa pulls together what it knows: the signal, the person's role, the company's tech stack and the relevant playbook.

It picks the one or two details most likely to matter to this person, instead of dumping everything it knows into one paragraph.

The message is written in your brand voice, for the channel it is going out on. Short, plain and to the point.

Claims are checked against your approved material, and anything outside your guardrails is flagged before it sends.

Inside a message

Every line has a reason to be there.

Select a point on the email to see what each part does.

Personalized emailSample data
Subject line
Following up on 3 new SDR hires
From her hiring signal
Opening
Saw Northwind is hiring three SDRs. Teams growing that fast often find leads sit for days before anyone follows up.
SignalYour playbook
Why it is relevant to her
Since you run HubSpot, every touch would land on the records your team already uses.
EnrichmentWritten for a COO
Checks before sending
Claims match approved materialNo numbers or promises outside your Knowledge BasePassed
Brand voiceDirect, plain language, no jargonPassed
What shapes a message

Personal, because of what Codexa knows.

Each message draws on a few kinds of context. The more Codexa knows, the more relevant it gets.

The signal behind it

The message starts from why this lead is being contacted now.

Role and seniority

A COO and a Head of SDR care about different things, so they get different messages.

Company context

Industry, size and tools from enrichment make the message fit how they work.

The channel

Each channel gets the right length and tone, from a short LinkedIn note to a call opener.

Your playbook

Messaging comes from your Knowledge Base, so agents say what your team would say.

The conversation so far

Follow-ups remember what was already said, on every channel.

Why it matters

Relevance at a scale no team could write by hand.

When outreach sounds like research, prospects reply instead of deleting.

01

Messages people actually read

A first line about their world earns a reply in a way a generic template does not.

02

Your voice, every time

Every message follows your brand voice and approved positioning, across every agent and channel.

03

Guardrails, not guesswork

Agents only say what your material supports, and anything uncertain goes to a person.

FAQ

AI personalization questions, answered.

AI personalization uses what you know about an account and a contact to write a message that is specific to them. Codexa builds each draft from the contact's role, the account's signals and your product facts, rather than filling a name into a template.

  • Specific to each contact
  • Built from role and signals
  • Not a filled-in template

Codexa uses the contact's role and company, recent signals such as hiring or pricing page visits, details added by enrichment and the product facts in your knowledge base.

  • Role and company
  • Recent signals
  • Your product facts

Yes. You set the voice, length and topics to avoid, and drafts stay within the product facts you approve.

  • Voice and length set by you
  • Topics to avoid
  • Approved product facts only

You decide. Drafts can wait for a person to approve them, or trusted sequences can send on their own with the context attached.

  • Your choice
  • Drafts can wait for approval
  • Trusted sequences send on their own
Where it fits

Where context becomes conversation.

AI Personalization turns enrichment and your Knowledge Base into the messages Omnichannel Sequences send.

1You are here

Discover & Prioritize

Agents find and rank the accounts worth your time.

2Pillar

Engage & Qualify

Agents start conversations and qualify interest.

3Pillar

Report & Secure

Managers see performance, data stays in your systems.

A message's path:ContextPersonalizationSequenceReply
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