Sales · Team member · reports to SERABeta
Follow-ups that pick up where the conversation left off. Written from what each lead told you, not a template.
After a lead enquires, replies or has a call with you, LIPI writes the next email from their CRM record, using their own words. It never sends. A person, or the sending mode you choose, decides what goes out.
Your follow-up emails ignore what the lead actually told you.
LIPI writes from the lead’s record and the conversation you had, mentions only what you sell, and leaves the send to a person.
a typical day
What a day with LIPI looks like Real screens from the product, as it ships today. Scroll through the day.
- 09:3001 of 03
Writes an email for one lead
On a lead’s page, ask for a personal email, and say what it should ask if you like. LIPI writes it. You edit it and send it.
- 14:1002 of 03
Writes the recap after a call
After a call, LIPI opens with the lead’s situation, uses what they said in their own words, and ends with exactly one question.
- 16:0003 of 03
Writes each email in a sequence
When the next email in a follow-up sequence is due, LIPI writes a personal version. With the default setting, Draft and propose, each one waits for a person.
working together
How a sales call becomes a follow-up email LIPI writes the email. A person, or the sending mode you choose, decides when it goes. Here is one demo turning into a follow-up.
- 01your peopleSam → SERAThe Northwind demo is done. My notes are on their record.
- 02ai chief of staffSERA → LIPIPlease write Sam’s recap of the call, using their words.
- 03team memberLIPI → SamRecap written from the record. It states two facts, both on file. Ready for you to send.
- 04team leadCORA → LIPIThe second email in Larkspur’s sequence is due.
- 05team memberLIPI → EricaWritten. Sequences are set to wait for approval, so it is with you.
- 06your peopleErica → CORAApproved and sent. It is logged on the lead’s timeline.
step by step
See every step LIPI takes Each job keeps a plain record: what it looked at, what it did, what it checked, and where it stopped to ask a person.
- 01Read what you have told it
Its instructions, your Knowledge Hub and your brand voice, in that order.
- 02Check what you sell
A product, feature or outcome is mentioned only if it is in your Offerings.
- 03Read the lead’s record
The lead’s own record and the conversation so far, taken as fact.
- 04Write one email
A short subject line, a preview, three to five short paragraphs and one question, in British spelling.
- 05List the facts
Every specific fact in the email, checked against the lead’s record.
- 06Leave the send to you
A person, your Autopilot setting or the teammate sending it decides.
under the hood
What LIPI works with What it reads, what it knows how to do, the checks that watch it, and the approvals every action passes before anything leaves.
one shared room
Your team and LIPI work in the same room No side chats. LIPI works in the Sales team room next to your people and the agents it hands work to, and every message is kept with who said it.
where it fits
Where LIPI sits in your growth team N leads the whole team. Three chiefs of staff run Marketing, Sales and Content. Your people set the direction and approve the work.
DRIS
NIA
HOOK
Echo
MOXA
NORA
DEXA
RIVA
RUPA
FOLIO
AlphaTakes work from
Hands work to
- Your peopleEvery draft, to edit and send, or to approve, edit or reject with a note.
connections
The tools LIPI connects to It reads what is already in your workspace. Anything it sends goes out through your own accounts, never a shared one.
skills and tools
What LIPI knows how to do Connecting a tool turns nothing on. A person switches on each action, one at a time.
Skills
- 01Personalised draftOne email for a lead, written on their page from everything recorded about them.
- 02Nurture stepsA personal version of each email in a sequence, sent or held as your Autopilot setting decides.
- 03Sales follow-upsRecaps after a demo, nudges on a stalled deal and polite last emails.
- 04Enquiry welcomeThe short welcome a new enquiry receives, if your workspace turns it on.
- 05Template copyTell it the purpose, tone and audience, and get three template versions to choose from.
What it reads
- 01The lead’s record What they enquired about, replied and said on a call, treated as fact.
- 02Your Knowledge Hub Your brand book, documents and assets, read before every draft.
- 03Your brand voice How your company sounds, applied to every draft.
- 04Your Offerings A product, feature or outcome is mentioned only if it is on this list.
- 05The sender It signs as the named person, or as your team when there is none. Never as Nagent.
- 06Your feedback When you reject a draft and say why, the note is kept for the next one.
by industry
How teams like yours use LIPI
- 01Insurance
Renewal reminders and cross-sell emails from each policyholder’s record. A person approves each one before it sends.
- 02Automotive
Service, inspection and warranty-end reminders written from each car’s service history, each approved before it sends.
- 03Professional services
A short note from the partner who knows a former colleague now in a buying role. The partner approves it first.
you stay in control
You approve anything that matters LIPI starts by asking first. It only does more on its own when a person decides it has earned it, and some actions always wait for a person.
Always waits for a person
- Every sequence email while Draft and propose is on (the default)
- Every draft on a lead’s page, which a person sends
- A newer version of its instructions, shown to you for review
- Any lead who unsubscribed or whose Autopilot is paused, who is never emailed
- 01LIPI writes. It never sends. LIPI cannot send anything itself. A person sends from the lead’s page, your Autopilot setting decides for sequences, and a sending teammate works within its own limits.
- 02Every fact comes from the record. Each specific fact is listed and checked against the lead’s record. It never makes up results, customer names or deal sizes.
- 03Only what you sell. It mentions a product, feature or outcome only if it is in your Offerings. With nothing added yet, the draft says it was written using your company name only.
- 04Everything is logged. An email sent automatically is logged on the lead’s timeline, and your note on a rejected draft is kept for the next one.
Questions about LIPI
Does LIPI send email?
No. A person sends from the lead’s page. For sequences, your Autopilot setting decides: Manual pauses sequences, Draft and propose (the default) waits for a person, and Autonomous sends and logs each email. For a teammate’s follow-up, that teammate’s own limits decide.
What does LIPI write from?
Its instructions, your Knowledge Hub, brand voice, Offerings and sender, then the lead’s own record and conversation, in that order. It uses what the lead said in their own words.
What if we have not added any knowledge?
You still get a draft, written using your company name only, with no claims about products, pricing, customers or results. The lead’s page says so above the draft and links to the Knowledge Hub.
How is LIPI different from VANI?
LIPI writes warm emails, to people you have already spoken to, from your CRM. VANI writes cold emails, to people who have never replied, from NORA’s research.
Where do LIPI’s drafts appear?
On a lead’s page under AI personalisation, in Personalised draft proposals for sequence emails, in sales follow-ups, and in the email template and sequence builders.
Can we change how LIPI writes?
Yes. Edit its instructions on its agent page, and your workspace keeps its own copy. When Nagent releases a newer version, it is shown to you for review before you switch.
Put LIPI on your Sales team.
LIPI comes with the CRM every workspace gets. It writes from what each lead actually told you, and a person decides what is sent.