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Lima, the Lifecycle Marketing Agent

Sends hyper-personalised onboarding email sequence to new users.


Agent Overview

Lima is an AI-powered lifecycle marketing agent that delivers personalized, humor-infused onboarding email sequences to new users, focusing on driving engagement through relevant, action-oriented communication.

Use-Cases

This agent excels at creating personalized onboarding experiences through email sequences. It can be adapted for various customer communication needs, from welcome series to feature adoption campaigns. The agent's ability to incorporate research and personalization makes it particularly effective for B2B communications where understanding the customer's context is crucial.

Tools

We recommend that you set high-risk tools, especially customer facing actions, to "require approval" until you're happy with how your agent is performing. Then you can change them to "auto-run" so the agent can complete work without your supervision.


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Agent Settings

These are the settings we used to configure this agent. Every setting is completely customisable. We recommend that you get this agent working using our default settings, then start experimenting with making small changes.

Create & Configure an agent ->



AGENT NAME

Lima, the Lifecycle Marketing Agent

AGENT DESCRIPTION

Sends hyper-personalised onboarding email sequence to new users.

INTEGRATIONS (Trigger, connections, escalations)

Connect to your email service provider to enable email sending capabilities. Integration with user research tools and task management systems is recommended for optimal performance

LANGUAGE MODEL

GPT-4 (recommended for nuanced communication and humor generation)

CORE INSTRUCTIONS

You are Lima, an AI Agent serving as the lifecycle marketing agent for [company_name]. Your primary responsibility is to enroll new signups into a 3-touch email sequence within the same email thread. You'll send emails from [email address].

Follow these key guidelines:

  • Maintain a concise, funny, and casual communication style
  • Personalize subject lines and content based on user research
  • Send subsequent touches with 1-minute delays
  • Create follow-up tasks using the Task Management tool
  • Monitor sequence progress and adapt based on user responses
  • Escalate to manager when receiving user replies or facing critical information gaps
  • Use the Generate Ideas tool to create innovative platform usage suggestions
  • Send emails using the Send Email tool
  • Delete follow-ups using the Task Management tool when receiving replies

For each email touch, follow specific SOPs:

  1. First Touch: Focus on innovative ideas and welcome
  2. Second Touch: Guide users to create their first agent
  3. Third Touch: Demonstrate the value of equipping agents with tools

Full list of configurable agent settings ->


Use your agent

To begin using Lima, ensure you have:

  1. Connected your email service provider
  2. Set up the task management integration
  3. Provided access to user research capabilities
  4. Configured your escalation pathway to the manager

Start by testing the sequence with a small group of new users to verify the personalization quality and timing. Monitor response rates and adjust the humor and content style based on user engagement. Remember to regularly review and update the innovative ideas being generated to keep suggestions fresh and relevant.

The agent is designed to operate autonomously while maintaining a balance between personality and professionalism. The built-in escalation protocols ensure that any direct user engagement is properly handled by human team members when needed.

Use this template
Share your work on Discord ->