Ask Cal Push to Email

Turn Insights into Action, Instantly: Introducing Ask Cal Push to Email

You’ve unified your data. You’ve built powerful Funnel and Engagement models. You know exactly which accounts are heating up and which prospects are ready for a conversation.

But what happens next? How do you bridge the gap between a critical insight in CaliberMind and immediate, impactful action from your team?

Introducing Ask Cal Push to Email—the game-changing new feature that transforms your marketing analytics into automated, intelligent sales and marketing plays.

Stop letting valuable buying signals go stale. With Ask Cal Push to Email, you can now trigger personalized email notifications to any stakeholder, the moment your data identifies an opportunity.

Capitalize on Every Opportunity, Automatically

Imagine effortlessly orchestrating plays that were once manual and time-consuming. With our new feature, you can:

• Never Miss a Hot Lead: The second a prospect hits the MQL stage, automatically send a personalized alert and a drafted follow-up email directly to the Account Owner.
• Act on Surging Intent: Is an account’s Engagement Index skyrocketing? Instantly notify the sales team that the account is surging, so they can engage while your company is top-of-mind.
• Scale Personalized Outreach: Create custom triggers based on any data point in your CaliberMind instance. From webinar attendance to specific page views, you can now build a hyper-relevant, automated outreach campaign for it.

How It Works: Simple, Powerful, and Limitless

Powered by Google’s industry-leading Vertex AI, Ask Cal Push to Email puts you in the driver’s seat. Our streamlined UI allows you to:

1. Define Your Audience: Select any object and create a list (e.g., Contacts at Target Accounts).
2. Set the Trigger: Define the conditions for action (e.g., Reached MQL Stage, Engagement Score > 80).
3. Craft the Prompt: Tell our AI exactly what you want the email to say, pulling in dynamic data for ultimate relevance.

This first iteration opens up endless possibilities to mobilize your team around the data that matters most.

Ready to Activate Your Data?

Your data holds the key to accelerating your pipeline. It’s time to unlock its full potential.

Connect with your Customer Success Manager today to strategize your first automated play. Let’s work together to identify the most impactful triggers for your organization and turn your analytics into revenue.

1. Navigate to the admin section of the application by clicking the cog icon in the left navigation menu
   
2. Select the Flows > Create Flow section from the Admin navigation
   
3. Select the new “Push Ask Cal to Email” Flow
   
4. Name your Flow and click OK
   
5. Complete the configuration page to create a new Flow
   • Select the Context List from the dropdown
     1. you can view a List Preview with the eye icon, or link to the List configuration page with the link icon
     2. The list from which the input will be pulled. Must have two columns – ’email’ and ‘data_to_summarize’.
   • Enter the Prompt for the AI Summary to use
   • Choose if you want the Flow to be run on a schedule or one time
   • View the Estimated Credits section to make sure you have enough credits to activate this Flow