AI Personalization

AI Personalization is an optional feature you turn on per agent. When it is on, contactID reads the target website’s about or home page, identifies a specific detail about that business, and rewrites the opening of your pitch to reference it, while keeping your ask and value proposition exactly as you wrote them.

When to use it. Turn it on for targeted cold outreach where reply rate matters. A personalized opening line makes recipients far more likely to read past the first sentence.

When to skip it. Leave it off for deliberately generic broadcast messages, or if your AI wallet balance is empty (see below).

AI Personalization runs in one of two modes, set per agent.

• Full-message mode (default). No setup needed. The AI rewrites the first sentence or two of your pitch for each target, based on what it reads on the site.
• Placeholder mode. Gives you fine-grained control. Add curly-brace placeholders anywhere in your pitch text, such as {sell}, {intro}, {compliment}, {recentPost}, and {ask}, and the AI fills in each one individually.

Beyond the built-in placeholders, you can define your own under AI Prompts (also labeled Custom Prompts) in your agent settings. Each custom prompt has two parts:

• A placeholder name, using letters and numbers only, for example {caseStudy}.
• An instruction telling the AI what to generate for it.

Writing a good instruction. The best ones:

• Specify a tone (casual, formal, direct).
• Set a length limit, for example “one sentence, under 20 words.”
• Tell the AI to reference something specific from the target site.
• Include an example of the output you want.

Always test a new custom prompt on a few sample URLs before running it on a big batch. See “How Do I Test AI Prompts Before A Bulk Send?” below.

1. Open AI Personalization in your dashboard sidebar.
2. Find the agent you want to personalize.
3. Toggle AI Enabled on for that agent.
4. Confirm your AI wallet has a balance. Top up if needed (minimum $5).
5. Save.

Each agent’s AI setting is independent. Turning AI Personalization on for one agent has no effect on your others.

See agents and profiles for more on agent setup.

The AI wallet is a separate USD balance from your website credits, used only for AI Personalization and AI-written draft messages.

Topping up. Add any amount from $5 to $500. There’s no bonus for topping up, and your balance never expires.

Included monthly AI credit. Every paid plan includes a small AI credit that resets each month on renewal:

Unused monthly credit rolls forward, capped at three months’ worth. The free tier doesn’t include any AI credit, so top up manually to use AI Personalization there.

Spend order. contactID spends your purchased balance first, then your plan’s included monthly credit. Once both are empty, personalization pauses until you top up. See billing and payments.

You choose the AI model per agent. contactID does not pick one for you automatically.

1. Open the agent’s Agent tab.
2. Under Your message, turn on Use AI to write personalized messages.
3. Pick a model from the grouped list: OpenAI, Google Gemini, and Anthropic, each shown with its price tier.

contactID never switches models on its own. If your chosen model is temporarily unavailable, the picker tells you so, and the run falls back to the default model at no charge for the failed request.

You control what happens when your AI wallet runs dry, using two configurable behaviors.

• Fall back to unpersonalized (default). Remaining sends in the batch go out using your literal pitch text, and the batch keeps going.
• Pause the batch. The batch stops until you top up.

Avoiding the surprise. Two ways to stay ahead of it:

• Check the pre-batch cost estimate, shown before every run.
• Turn on auto-recharge: set a balance threshold and a top-up amount, and contactID charges your saved card automatically. Auto-recharge fires at most once per hour.

AI Personalization typically costs $0.0003 to $0.001 per send in full-message mode. Placeholder mode costs one AI call, and one charge, per placeholder in your pitch.

At that rate, a 1,000-URL batch in full-message mode typically runs $0.30 to $1.00 in AI wallet balance.

contactID shows a pre-batch estimate before every run, based on your batch size, placeholder count, and your recent average cost. It’s usually accurate within about 20%.

Test your setup before committing to a large batch.

• Preview on a site. On the Targets tab, after running a check, click Preview on a site to see your message with every tag filled in for one chosen website. Free, no AI call.
• AI sample. With AI Personalization on, click AI sample to run the real AI once against that one site and see exactly what would be sent, including the model used and the cost, without sending anything.
• AI write my message. On the Agent tab, use AI write my message to draft and preview full message options before you pick one.

Iterating on one or two sample sites is much cheaper than running a bad prompt on a full batch. See running campaigns for more on starting a test run.