Set it up via Claude

The conversation flow Claude follows when you ask for outbound personalisation — and what to expect at each step.

The easy way to enable outbound personalisation is to ask Claude. The connector includes a six-step flow specifically designed to keep non-coders from misconfiguring the feature.

What to ask for

Any of these phrasings will trigger the flow:

"Set up outbound personalisation on my [product name]."
"I want to send unique links to my list of prospects."
"Help me set up a cold email campaign with my [product]."
"Generate personalised links for my CSV."
"Set up mail merge for my pricing diagnostic."

Claude won't auto-personalise; it'll walk you through the steps below.

Claude explains in plain words how outbound personalisation actually works — one link per prospect, the bare link shows fallback text. This step is non-negotiable. Even technical users sometimes assume "I'll put one link on my website and it'll auto-personalise", which isn't how it works.

Step 2 — Read the current product

Claude calls get_product to see what your welcome message currently says, what conversation starters you have, and what your AI agent's system prompt is. This is the baseline.

Step 3 — Ask what your CSV will have

Claude asks: "What info will your CSV have for each prospect? Name? Company? Industry?" This is where you tell Claude which fields to wire in.

Step 4 — Preview both versions

Claude drafts the new welcome message / starters / system prompt with \{\{ url:* \}\} tokens in them, then calls preview_outbound_personalisation to render two versions side-by-side:

With sample params (e.g. firstName=Sarah, company=Bloom Advisory)
Without any params (the bare-link fallback)

Claude shows both versions in chat so you can see exactly what each variant will read like.

Always look at the "without params" version. It proves your bare link still works as a public share. If the fallback reads wrong, ask Claude to tighten the fallback text before applying.

Step 5 — Apply

When you say "looks good, apply it", Claude calls enable_outbound_personalisation with the patches and the declared fields. The product's welcome message, starters, and system prompt are updated in one atomic call.

The call returns two URLs Claude drops in chat: a sample URL with params, and the bare URL without. Click both to verify behaviour in your own browser.

Step 6 — Generate the links

Claude asks: "Now — upload your CSV with one row per prospect and I'll generate a unique link for each one." You paste or attach the CSV. Claude calls generate_outbound_urls_from_csv, which returns an enriched CSV with a new outbound_url column.

From there:

Hand the CSV to your mail-merge tool (Smartlead, Apollo, Instantly, Smartlead, etc.)
Drop it into Google Sheets via the Connections node (set_webhook)
Send via Gmail directly through your workspace's Gmail Connection

Example conversation

You: Set up outbound personalisation on my pricing diagnostic.

Claude: Before I change anything, quick mental model check: personalisation works by baking each prospect's details into their own unique link. So you'd have (say) 50 different links for 50 prospects, each one already knowing who's opening it.

Sharing the same link with two people won't auto-detect them — they'd both see the same content. If you share a generic link on your website, it falls back to the default text you set.

Make sense? Then let's pick what to personalise.

You: Yes makes sense.

Claude: Reading your pricing diagnostic... your current welcome is "Your 5-Minute Pricing Health Check" with starters "Start my pricing check" / "What does the check cover?". What info will your CSV have for each contact? Name and company? Industry too?

You: Name and company.

Claude: Here's what I'll change. Let me show you both versions:

With params (firstName=Sarah, company=Bloom Advisory): Welcome: "Your 5-Minute Pricing Health Check, Sarah" Starter: "Start Bloom Advisory's pricing check"

Without params (bare share): Welcome: "Your 5-Minute Pricing Health Check" Starter: "Start your pricing check"

The bare-link version still reads clean as a public share. Apply?

You: Yes.

Claude: Done. Sample URLs to test:

With params: https://app.productised.ai/c/<id>?firstName=Sarah&company=Bloom%20Advisory

Without params: https://app.productised.ai/c/<id>

Click both to verify. Then upload your CSV and I'll generate the links.

To revert

Ask: "Disable outbound personalisation on my pricing diagnostic."

Claude calls disable_outbound_personalisation. Every \{\{ url:* \}\} token is replaced with its own fallback value — so the welcome message that read "Your 5-Minute Pricing Health Check, {{ url:firstName | Sarah }}" becomes "Your 5-Minute Pricing Health Check, Sarah" permanently (and the tokens are gone, so URL parameters no longer have any effect).

If you want to keep some fields but drop others, ask: "Disable outbound personalisation for the company field only."

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