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An offering is your AI agent’s knowledge base about what you’re selling. It provides the context and information the AI needs to have intelligent conversations with prospects.

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What’s in an Offering

Your offering includes:
  • Core value proposition: What problem you solve and how
  • Unique selling points: Key features, benefits, and proof points
  • Competitive advantages: What makes you different
  • Case studies and metrics: Real results and social proof
  • Target audience context: Specific messaging for your ideal customers

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Why Offerings Matter

Separate different offerings: Never combine multiple products or services in one offering.
Create separate offerings for different:
  • Target audiences
  • Products or services
  • Campaigns or use cases
Better results: Focused offerings give the AI exclusive knowledge about what it’s selling, leading to much better conversation quality and results.

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Three Ways to Create Offerings

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1. Website Scraping

Best for: Companies with comprehensive websites that clearly explain their solution. Process:
  • Provide your website URL
  • AI automatically extracts value proposition, features, and benefits
  • Quick setup with minimal manual input
Limitation: Not ideal if you have multiple offerings or if your website content isn’t comprehensive.

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2. Smart Builder (5 Questions)

Best for: Most businesses wanting detailed, customized offerings. Process:
  • Answer 5 strategic questions about your business
  • Provide detailed responses (don’t be brief - the AI needs substance)
  • AI creates comprehensive offering based on your answers
Important: Give detailed answers to each question. Brief responses result in poor offering quality.

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3. Manual Creation

Best for: Businesses with complex offerings or specific messaging requirements. Process:
  • Write your offering content manually
  • Include all key elements (value prop, USPs, proof points)
  • Use “Improve with AI” to optimize formatting and structure
Improve with AI: This feature formats your manual offering so the AI understands it perfectly. Always use this after manual creation.

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Best Practices

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Content Quality

  • Be specific: Avoid generic language and vague benefits
  • Include proof: Add metrics, case studies, and concrete results
  • Target relevance: Tailor messaging to your specific audience
  • Clear value: Make it obvious why prospects should care

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Testing Your Offering

  • Use the Sandbox: Test how well your offering performs in conversations
  • Quality check: Ensure the AI can answer prospect questions accurately
  • Refinement: Update offerings based on conversation performance

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Multiple Offerings Strategy

  • Audience-specific: Create different offerings for different target markets
  • Product-specific: Separate offerings for different products or services
  • Campaign-specific: Tailor offerings for specific outreach goals

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Common Mistakes

  • Combining offerings: Mixing multiple products in one offering
  • Brief responses: Not providing enough detail in Smart Builder questions
  • Generic content: Using vague, non-specific language
  • Skipping optimization: Not using “Improve with AI” for manual offerings
Your offering is the foundation of effective AI conversations. Invest time in creating detailed, focused offerings for each target audience and product.
Last modified on February 15, 2026