AI-Driven Solutions

AI Agent for Email Sequences in ATZ CRM

Use the AI Agent for Email Sequences in ATZ CRM to generate candidate or contact outreach sequences with email and task steps from a prompt.

Quick Answer

To generate an email sequence with AI, create or edit a sequence, choose candidate or contact audience, open the AI creation section, enter a prompt with audience, goal, tone, timing, and call to action, generate the steps, review and edit them, then save.

The AI Agent for Email Sequences helps recruiters create multi-step candidate or contact outreach sequences from a prompt.

Quick Answer

Open the sequence builder, enter a clear prompt, generate sequence steps, review and edit every email and task, then save.

Where to Find It

  1. Go to Sequences.
  2. Create or edit a sequence.
  3. Choose candidates or contacts.
  4. Open the AI creation section.
  5. Enter your prompt.
  6. Click Generate.

AI sequence agent entry point

AI sequence prompt

Generated AI sequence steps

What to Include in the Prompt

Include:

  • Target audience.
  • Campaign goal.
  • Tone.
  • Number of touchpoints.
  • Timing preference.
  • Call to action.
  • Role or industry context.
  • Whether task reminders should be included.

How Generation Works

ATZ CRM streams generated steps into the sequence builder. The output may include email steps, task steps, titles, bodies, task descriptions, and suggested spacing.

The content is a starting point. Edit, remove, reorder, or add steps before saving.

Regenerate Steps

You can regenerate:

  • The full sequence.
  • One email step.
  • One task step.

Troubleshooting

Sequence Does Not Match the Goal

Use a more specific prompt with audience, purpose, tone, and number of steps.

Too Many or Too Few Steps

Edit manually or include the preferred count in your prompt.

Compliance Is Unclear

Check unsubscribe links, tone, timing, and email policy requirements before enrollment.

FAQs

Can I edit AI-generated steps?

Yes. Every generated step is editable.

Can AI create candidate and contact sequences?

Yes. Choose the correct audience first.

Does this replace sequence setup rules?

No. Plan limits, email connection, enrollment rules, and opt-outs still apply.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.