Best Practices for AI Prompts

Master the art of crafting AI prompts that generate compelling, personalized content.

AI prompts are the key to unlocking personalization at scale in RevvedUp. Well-crafted prompts transform generic templates into messages that feel personally written for each prospect. Understanding how AI features work and leveraging Wisdom guardrails will help you create high-quality, compliant content.

Before diving into prompts, make sure you understand:

• AI Snippets - How to create and configure snippets

• Writing Controls - How tone and style are managed

• Variables - Dynamic data you can use in prompts

The Prompt Formula

Since Writing Controls handle tone and length, your prompts should focus on content:

[Context/Data] + [Specific Examples] + [What to Avoid] = Effective Prompt

Example:

Based on <revveal-company-insights> and <revveal-main-challenge>,
write an opening that acknowledges their expansion while addressing their pain.
Like: "I noticed you're scaling into new markets while your team struggles with [specific challenge]"
Avoid: Generic observations, mentioning competitors by name, or being too familiar.

This approach leverages multiple data sources and guides content through examples.

Core Principles

Provide Rich Context

Layer multiple data sources for depth. Use <revveal-company-insights>, <revveal-main-challenge>, and <revveal-recent-news> together (see Revveal setup). The more context you provide, the more personalized the output. Reference resources and variables to ground the content in real data.

Show Through Examples

Don't just describe what you want - show it. Include examples like "Write something similar to: 'With your recent Series B, you're probably finding that manual processes don't scale anymore.'" Examples guide the AI better than abstract instructions.

Define What to Avoid

Be explicit about what NOT to do. "Don't mention competitor names directly," "Avoid making claims we can't verify," "Don't use jargon like 'synergy' or 'leverage.'" Negative examples prevent common mistakes.

Use Real Output Templates

Provide actual templates for the AI to follow. "Use this structure: [Observation about their situation] + [Common challenge at that stage] + [Subtle hint at solution]." Templates ensure consistency across all generated content.

Common Prompt Patterns

Opening Lines

Grab attention by showing you understand their situation:

"Based on their recent [funding/news/milestone], write a 1-sentence
observation that connects to a common challenge in their industry"

Output example: "With your Series B closing last month, you're likely discovering that the sales processes that got you here won't scale to where you're going."

Pain Points

Demonstrate understanding of their challenges:

"List 3 specific challenges [industry] companies face when
[situation], based on their company size and growth stage"

Keep pain points relevant to your solution space.

Value Propositions

Connect your solution to their specific needs:

"Explain how our solution helps [role] at [company type]
achieve [outcome] without [common friction point]"

Focus on outcomes, not features.

Social Proof

Build credibility without being specific:

"Without naming companies, describe a success story from a similar
[industry] company that achieved [relevant outcome]"

Use ranges like "30-40% improvement" rather than exact metrics.

Call-to-Action

Drive next steps appropriately:

"Create a low-pressure CTA that offers value related to
their [specific challenge] rather than requesting a meeting"

Match CTA pressure to sequence stage - softer early, more direct later.

Using Data Sources

Revveal Research

Reference Revveal insights directly in prompts:

"Based on <revveal-main-competitor>, position our solution
as complementary rather than replacement"

Revveal provides deep context that makes personalization authentic. Learn more about Revveal in AI Snippets.

Variables

Include variables for dynamic personalization:

"Write a benefit statement specifically for companies like {{BUYER.ACCOUNT.NAME}} in the {{BUYER.ACCOUNT.INDUSTRY}} industry"
"

See the full variable reference for all options.

Resources

Reference your content library:

"Mention our case study about similar companies achieving
the outcome described in the selected resource"

For detailed data source configuration, see AI Snippets.

Testing Your Prompts

Preview Process

1. Create your AI snippet with prompt

2. Preview with 3-5 sample contacts (see template testing)

3. Check output quality and relevance

4. Refine prompt based on results

Quality Checks

Good prompts produce output that:

• Feels natural and conversational

• Varies between different prospects

• Stays within constraints set by Writing Controls

• Matches your brand voice

Iteration

Start simple and refine:

• Begin with basic prompt

• Test with diverse contacts

• Identify patterns in output

• Add constraints or context as needed

For comprehensive testing strategies, see Sequence Lifecycle and Testing. To review generated content, see Content Review.

Troubleshooting

"Output is too generic"

• Add more specific context about the prospect

• Reference Revveal research: <revveal-question-key>

• Include company/industry variables

"Inconsistent quality"

• Tighten constraints (word/sentence limits)

• Provide examples in the prompt

• Include in the prompt things you don't want to say or include

"Tone doesn't match"

• Review Writing Controls settings

• Add tone guidance to prompt if needed

• Use consistent language across prompts

Next Steps

Getting Started

• Sequences Overview - Understand the full sequences system

• Quick Start Guide - Create your first sequence

• Building Steps - Add multi-channel touchpoints

Configuration & Setup

• AI Snippets - Create and configure AI snippets

• Writing Controls - Set your AI's tone and style

• Variables - Use dynamic data in prompts

• Revveal Setup - Configure research questions

Testing & Optimization

• Sequence Lifecycle - Test prompts effectively

• Content Review - Review generated content

• Campaign Analytics - Track performance

Remember: The best prompts come from understanding your customers' language and challenges. Start simple, test thoroughly, and refine based on what resonates with your prospects.

Related Features

AI & Content Quality

• AI Features Overview - Understanding AI capabilities in RevvedUp

• AI Sequence Writing - How AI generates sequence content

• Content Quality Excellence - Ensuring high-quality output

• Wisdom Guardrails - Setting content rules and constraints

Sequence Building

• Sequences Overview - Full sequences documentation

• AI Snippets - Creating and configuring snippets

• Writing Controls - Tone and style management

• Variables - Dynamic data reference

Research & Personalization

• Revveal Questions - Configure research questions

• Contact Personalization - Personalization strategies

• Personalization Strategy - Strategy development