How to Use ChatAE Account-Based Messaging

What Is Account-Based Messaging?

Account-Based Messaging is ChatAE's feature that generates fully personalized, POV-backed emails for entire lists of contacts using your account research, custom triggers, and writing style — then syncs those emails directly into your Gmail drafts.

It's not boilerplate templates. It's not generic AI fluff. It's outreach grounded in everything ChatAE already uncovered across the account.

Here's how to use ChatAE Account-Based Messaging — from setup to sending.

Getting Started with Account-Based Messaging

Before you can use Account-Based Messaging, you need:

Account research completed: ChatAE needs account intelligence to personalize emails. Complete your account research first.

Contacts identified: You need contacts to message. Use ChatAE Contacts to find and enrich contacts within your accounts.

Gmail connected: For Gmail draft sync, connect your Gmail account in ChatAE settings.

Writing samples added: For tone cloning, add a few sample emails so ChatAE learns your writing style.

Once you have these set up, you're ready to use Account-Based Messaging.

Step 1: Connect Gmail

To sync emails directly to Gmail drafts, connect your Gmail account:

How to connect:

Go to ChatAE Settings → Integrations
Click "Connect Gmail"
Authorize ChatAE to access your Gmail account
Select permissions (draft creation, read access)

Why it matters: Gmail integration enables automatic draft sync. Without it, you'll need to copy and paste emails manually.

Security: ChatAE only requests draft creation and read access. It never sends emails automatically. You maintain full control.

Step 2: Add Writing Samples for Tone Cloning

Tone cloning teaches ChatAE your writing style:

How to add samples:

Go to ChatAE Settings → Writing Style
Click "Add Sample Email"
Paste 3-5 examples of your best emails
ChatAE analyzes your tone, phrasing, structure, and CTA style

What ChatAE learns:

Your tone (formal, casual, consultative)
Your phrasing patterns
Your email structure
Your CTA style
Your personalization approach

Why it matters: Tone cloning ensures every email sounds like you. It's not generic AI — it's your voice.

Best practices: Use your best-performing emails. Include variety — different types of emails (intro, follow-up, value prop). The more samples, the better the tone match.

Step 3: Select Contacts from Your Account Research

Account-Based Messaging works with contacts from your account research:

How to select contacts:

Navigate to your account in ChatAE
Go to the Contacts section
Search and filter contacts as needed
Select the contacts you want to message
Click "Generate Emails"

Why it matters: Contacts from account research have context. ChatAE knows their role, their company, and account intelligence. This enables true personalization.

Best practices: Select contacts strategically. Focus on decision-makers and influencers. Consider their role and account context.

Step 4: Generate Personalized Emails

Once you've selected contacts, generate emails:

How to generate:

Click "Generate Emails"
ChatAE uses your account research, custom triggers, and writing style
Emails are generated in seconds
Review and edit as needed

What ChatAE uses:

Account research and intelligence
Custom triggers you've set up
Contact information and role
Your writing style (from tone cloning)
Account context and history

Why it matters: This is where Account-Based Messaging differs from templates. Every email is personalized based on account intelligence, not just contact name and company.

Best practices: Review generated emails before syncing. Make edits if needed. Ensure personalization is accurate and relevant.

Step 5: Sync to Gmail Drafts

Once emails are generated, sync them to Gmail:

How to sync:

Review generated emails
Click "Sync to Gmail Drafts"
Emails appear in your Gmail Drafts folder
Open Gmail to review and send

Why it matters: Gmail draft sync eliminates copying and pasting. Emails are ready to send. No manual work required.

Best practices: Review drafts in Gmail before sending. Make final edits if needed. Send when ready.

Using Custom Triggers

Custom triggers make emails more relevant:

What triggers are: Events or insights that create buying opportunities — company news, leadership changes, product launches, etc.

How to set up triggers:

Go to Account → Triggers
Click "Add Custom Trigger"
Define trigger criteria
ChatAE monitors accounts for triggers

How triggers work in messaging:

When generating emails, ChatAE incorporates relevant triggers
Triggers inform email timing and messaging
Emails reference triggers naturally

Why it matters: Triggers make emails timely and relevant. They show you're paying attention to the account.

Best practices: Set up triggers for key events — funding, leadership changes, product launches, market moves. Review triggers regularly.

Personalization Best Practices

Here are best practices for Account-Based Messaging:

Use Account Research

What to do: Complete account research before generating emails. The more research, the better the personalization.

Why it matters: Account research provides context. Context enables personalization.

How to do it: Research accounts thoroughly. Build account intelligence. Use research to inform messaging.

Select Contacts Strategically

What to do: Select contacts based on role, influence, and account context.

Why it matters: Strategic selection improves response rates and deal progression.

How to do it: Focus on decision-makers and influencers. Consider their role in the account. Select contacts with account context.

Review Before Sending

What to do: Review generated emails before syncing. Make edits if needed.

Why it matters: Review ensures accuracy and relevance. It catches errors and improves quality.

How to do it: Read each email. Check personalization. Verify account context. Make edits as needed.

Use Triggers

What to do: Set up custom triggers. Use triggers to inform messaging timing and content.

Why it matters: Triggers make emails timely and relevant. They show account awareness.

How to do it: Set up triggers for key events. Review triggers regularly. Use triggers in messaging.

Common Use Cases

Here are common use cases for Account-Based Messaging:

Initial Outreach

Use case: Reaching out to new contacts within an account.

How to use: Select contacts from account research. Generate personalized intro emails. Sync to Gmail. Send.

Why it works: Account research provides context. Personalization improves response rates.

Follow-Up Sequences

Use case: Following up with contacts after initial outreach.

How to use: Select contacts who haven't responded. Generate follow-up emails. Reference previous outreach and account context. Sync and send.

Why it works: Follow-ups reference account context. They show continued interest and awareness.

Trigger-Based Outreach

Use case: Reaching out when triggers occur.

How to use: Set up custom triggers. When triggers occur, generate emails referencing triggers. Sync and send.

Why it works: Trigger-based outreach is timely and relevant. It shows you're paying attention.

Multi-Stakeholder Outreach

Use case: Reaching out to multiple stakeholders within an account.

How to use: Select multiple contacts from the same account. Generate personalized emails for each. Sync to Gmail. Send individually.

Why it works: Each email is personalized to the contact's role and account context. It shows account-wide awareness.

Troubleshooting

Here are common issues and solutions:

Emails Don't Sound Like Me

Problem: Generated emails don't match your writing style.

Solution: Add more writing samples. Use your best-performing emails. Include variety.

Prevention: Add 5-10 sample emails. Review and refine samples regularly.

Personalization Is Generic

Problem: Emails feel templated, not personalized.

Solution: Complete account research first. Ensure account intelligence is built. Use custom triggers.

Prevention: Build account intelligence before messaging. Set up triggers. Review account research.

Gmail Sync Doesn't Work

Problem: Emails don't appear in Gmail drafts.

Solution: Check Gmail connection. Verify permissions. Try reconnecting.

Prevention: Connect Gmail properly. Verify permissions. Test connection.

Too Many Emails Generated

Problem: Generated too many emails at once.

Solution: Select contacts strategically. Generate in batches. Review before syncing.

Prevention: Select contacts carefully. Generate manageable batches. Review before syncing.

The Bottom Line

Using ChatAE Account-Based Messaging:

Connect Gmail — Enable automatic draft sync
Add writing samples — Teach ChatAE your writing style
Select contacts — Choose contacts from account research
Generate emails — Use account intelligence and triggers
Sync to Gmail — Emails appear in drafts, ready to send

Best practices: Use account research, select strategically, review before sending, use triggers.

Common use cases: Initial outreach, follow-ups, trigger-based outreach, multi-stakeholder outreach.

Account-Based Messaging isn't just email generation. It's personalized outreach grounded in account intelligence, written in your voice, and ready to send — all without copying, pasting, or exporting.

That's how you use ChatAE Account-Based Messaging — by leveraging account research, custom triggers, and your writing style to create personalized emails that actually work.