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AI Targeting

Updated over 2 months ago

The AI Targeting feature in OttoMatey revolutionizes prospecting by automating the search and refinement process, ensuring your campaigns are filled with the most relevant prospects based on your predefined criteria.

With just a one-time setup, AI Targeting takes over — continuously refining your prospect list and removing the guesswork from targeting.

Note: AI Targeting operates independently but can also work seamlessly with AI Employees, leveraging their specific targeting settings for campaigns.


How to Set Up AI Targeting

Step 1: Activate AI Targeting

  • When creating a new campaign, toggle the AI Targeting setting to activate the feature.

Step 2: Configure Manual Targeting

  1. Click Update Targeting to open the manual setup.

  2. Set up the following fields to refine your search:

    • Job Titles: Input desired titles or select them from the dropdown.

    • Country: Currently supports the United States.

    • State/Region: Select the specific state(s) to target.

    • Industries: Type your preferred industries and choose from available options.

    • Company Size: Specify company size based on employee count.


Reset to AI Employee Settings

If your campaign includes an AI Employee, click the Reset button to align your AI Targeting settings with the AI Employee’s targeting criteria.


Automatically Expand Search Criteria

Enable this optional setting to expand your search when no new prospects match your criteria. The system will prioritize your specified job titles while broadening other parameters to identify additional prospects.


Important Notes

  • Inactive Campaigns: AI Targeting is automatically deactivated for inactive campaigns, even if toggled on.

  • Included in AI Employee Plans: AI Targeting is part of the AI Employee package.


Benefits of OttoMatey AI Targeting

  • Efficiency: Eliminates the manual effort of prospecting.

  • Precision: Continuously refines prospect lists for optimal targeting.

  • Customization: Aligns with your specific campaign and business goals.


For pricing details, contact our Customer Support team for additional assistance.

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