Configuring General and Step-Specific Prompts in the 11x.ai Campaign Builder

Overview

This guide explains how to configure both general and step-specific prompts (called “Sequence instructions” and “Add instruction to specific message” in the 11x.ai interface) within the Campaign Builder. These instructions help tailor how Alice generates outreach messages for your campaign. You will learn how to:

• Apply a single set of instructions to all messages in a sequence (general prompt)
• Add unique instructions to individual messages (step-specific prompts)

Expected outcome: You will have clear, customized instructions applied to your campaign’s messaging sequence, ensuring Alice generates messages aligned with your goals.

Prerequisites

• Access to the 11x.ai platform with permission to edit campaigns
• At least one campaign created and available for editing

Step-by-Step Instructions

1. Open Your Campaign

1. Navigate to the Campaigns section in the left sidebar.

2. Click on the campaign you want to edit. (In this example, “Targeted Outreach for Software Sales Leaders” is selected.)

   

2. Enter the Campaign Builder

1. On the campaign overview page, click Edit Campaign in the upper right.

   

3. Go to the Messaging Tab

1. In the campaign builder, select the Messaging tab at the top.

   

4. Access Sequence Instructions (General Prompts)

1. In the Customize Messaging section, locate Sequence instructions. This is where you provide instructions that apply to all messages in the sequence.

   

5. Enter and Apply a General Prompt

1. Click inside the text area under Sequence instructions.

2. Type or paste your general instructions. For example:
   “Always maintain a professional yet friendly tone. Focus on the value proposition of our software solutions and how they can solve the prospect’s specific challenges. Keep messages concise and include a clear call-to-action.”

3. Click Apply to save your general prompt.

   

   

Verification:

• The text area should now display your instructions.
• The “Apply” button will be disabled after saving.

6. Add Step-Specific Prompts

1. To add instructions for individual messages, click Add instruction to specific message below the Sequence instructions area.

   

2. A modal window titled Add instruction to specific email will appear. Tabs for each email step (e.g., Email 1, Email 2, Email 3) are shown.

3. Click the tab for the message you want to customize (e.g., Email 1).

4. Enter your step-specific instructions in the text area. For example:
   “For the first email, focus on introducing our company and establishing credibility. Mention specific industry achievements and include a soft ask for a brief conversation.”

5. Click Apply to save your step-specific prompt.

   

   

Verification:

• The modal will close, and you will return to the main Messaging interface.
• Your step-specific instructions are now saved for the selected message.

7. Confirm Your Configuration

• The Messaging tab will now show your general and step-specific instructions as configured.

• Alice will use these instructions to generate campaign messages.

  

Troubleshooting

Common Issues & Solutions

• Instructions not saving:
  • Ensure you click Apply after entering instructions.
  • If the “Apply” button is disabled, check that the text area is not empty.
• Changes not reflected in messages:
  • Refresh the Messaging tab to ensure updates are loaded.
  • Confirm you are editing the correct campaign.
• Modal does not appear:
  • Check for pop-up blockers or browser issues.
  • Try reloading the page and repeating the step.

Tips

• Use clear, actionable language in your instructions for best results.
• You can edit or update instructions at any time by repeating the steps above.
• If you switch between general and step-specific instructions, review any system warnings about overwriting existing prompts.

Success Criteria & Verification

• General instructions are visible in the Sequence instructions area.
• Step-specific instructions are saved and applied to the intended messages.
• Alice generates messages that reflect your provided instructions.

By following these steps, you ensure your campaign messaging is tailored to your outreach strategy, maximizing the effectiveness of Alice’s automated communications.