This how‑to guide provides a concise overview of Exponexa’s AI email automations — detailing each AI assistant’s purpose (e.g., prospect outreach, follow‑ups, trade‑show engagement, client check‑ins), explains the difference between short‑ and long‑term campaigns, outlines all configurable AI settings (like tone, timing, and personalized notes), and gives clear, step‑by‑step instructions for starting or stopping automations from Contacts, Smart Lists, and Conversations.
Table of Contents
Overview of AI Assistants
Short-Term vs. Long-Term Campaigns
AI Email Settings
Starting AI Automations
From Contact Details
From Contacts Smart List
From Conversations
Stopping AI Automations
Automatic Stops
Manual Stops
NOTE: A user must be assigned to a contact for the AI to send emails to that contact.
To add a user go to the contact's details and click the "Owner (Assigned to)" dropdown
1. Overview of AI Assistants
2. Short-Term vs. Long-Term Campaigns
3. AI Email Settings
Location
Navigate to Contacts → Select Contact → Contact Details
Sections
General, Prospect, Dormant & Current Client AI Responses
Pre & Post Show AI Responses
Key Fields
Company Description
Under General Info, add company description to enhance AI personalization.
NOTE: You must click "Save" after any updates.
4. Starting AI Automations
From Contact Details
Go to Contacts → Select Contact
Scroll to Automations
Click + Add
Choose desired Workflow
Select schedule (Now or future date)
Click Add
From Contacts Smart List
Select contacts via checkboxes
Click the Automations icon
Confirm selection → Ok, Proceed
Choose Workflow
Select delivery method: Now, Scheduled, or Drip (for >40 contacts)
Click Add to Automation
From Conversations
Go to Conversations → Select Contact Conversation
In right pane, open Active Automations dropdown
Click Add New Automation +
Select Workflow
Schedule timing
Click Save
5. Stopping AI Automations
Automatic Stops
AI campaigns stop when contact responds, books meeting, or unsubscribes.
Manual Stops
Manual moves in the "LAP Engagement Tracker" pipeline that will stop AI emails from going out.
For questions or assistance, contact the Exponexa Support Team.
This how‑to guide provides a concise overview of Exponexa’s AI email automations — detailing each AI assistant’s purpose (e.g., prospect outreach, follow‑ups, trade‑show engagement, client check‑ins), explains the difference between short‑ and long‑term campaigns, outlines all configurable AI settings (like tone, timing, and personalized notes), and gives clear, step‑by‑step instructions for starting or stopping automations from Contacts, Smart Lists, and Conversations.
.svg)
.svg){kind=small}
