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Set up copywriting, prompts, and templates

Signalist's AI writes your messages from what it knows about the lead, your company, and your rules. You shape the result in four places: the Copywriting page, your personal copywriting settings, the Templates page, and AI snippets inside a message.

The Copywriting page

Copywriting in the sidebar sets the rules for your whole company. It has two tabs.

General

"Configure account-level copywriting defaults used by the AI copywriting agent across all campaigns." Click Save after changes.

  • Draft Replies: how many reply drafts Signalist writes for you when a lead replies (see below).
  • Message Style: greeting style, sign-off style, the Email Signature setting, and subject line patterns.
  • Content Rules: a Wording Blacklist of words the AI must not use, Alternative Phrases to use instead, and a CTA Pool of calls to action to choose from.
  • Delivery Settings: Message Limits keep messages within a length. Send Delay Defaults sets how many days a new step waits after the previous one, by step number (step 2, step 3, and so on).

Draft Replies

When a lead replies, Signalist writes reply drafts for you to review and send from the Inbox. Draft Replies sets how many:

  • None: no drafts are written automatically.
  • One: one draft, the reply to send now.
  • Three (default): up to three drafts, the reply plus up to two follow-ups.

The setting applies to the drafts written automatically when a reply arrives. You can always generate a reply yourself in the Inbox, whichever option you choose. Drafts that were already written stay as they are.

Reply drafts are written in the language the lead replied in. Signalist tells the language from what the lead wrote, not from their closing line, their signature, a legal notice, or the earlier messages quoted below the reply.

Email Signature

Under Message Style → Email Signature, the switch Add the email signature to emails (chat and campaigns) decides whether your emails carry the sending mailbox's signature:

  • Campaign emails get the signature below the message.
  • Every email draft you write yourself has an Include signature switch that starts switched on. You can switch it off for one message.
  • A message that contains the Signature variable, or already contains the signature, gets it only once.
  • LinkedIn messages never get a signature.

Each mailbox's signature is set under Personal settings → Connected Accounts → Edit email settings. See Add your email signature to emails.

The Email Signature section under Message Style, with the switch turned on.

Send Delay Defaults

When you add an email, LinkedIn message, InMail or invitation to a campaign, or to one lead's sequence in the Outbox, the new step starts with the delay set here for its step number. You can still change the delay on the step itself afterwards.

  • Only these outreach steps are counted. Profile visits and conditions are not, and after a condition each branch continues with the same step number.
  • The first step always goes out in the next sending window, so the list starts at step 2.
  • A step without a row here starts with 1 day.
  • Steps you have already added keep their own delay. Changing the setting only affects steps you add afterwards.

The General tab of the Copywriting page with the copywriting defaults for the company.

Frameworks

"Frameworks define the strategic approach for each step of an outreach sequence." Default frameworks are filled in for you; you can edit or disable them, or click Add Framework to create your own with a Name, Description, Structure, what it is Applicable to (Intro, Follow-up, Breakup), and When to use / When not to use.

By default, campaigns and drafts use Auto-suggest: the AI picks a framework for each signal. You can also choose frameworks yourself with Choose Frameworks when generating drafts.

Your personal settings

Under Personal settings → General → Copywriting settings, each sender chooses the languages the AI may write in for them:

  • Primary: the default when the lead speaks it.
  • Secondary: other languages you can write in.
  • Fallback: used when the lead's language is not one you write in.

Your typical phrasings (openers, closings, calls to action) help the AI sound like you. In a list's campaign settings, the language is Auto by default: it follows the lead, limited to what the sender can write.

Templates

Templates in the sidebar has three tabs:

  • Prompts: saved prompts for AI columns and AI snippets. They are created with Save as template where you write the prompt, and can be edited or deleted here.
  • Replies: reply texts you use often. Create them with Create new Reply Template, or with Save as Template on a message in a conversation.
  • Deep Research Prompts: the questions Deep Research answers, if Deep Research is enabled for your workspace.

AI snippets

An AI snippet is a placeholder the AI fills in for each lead, for example a line about their company. In a message, open Insert variable or AI Snippets, give the snippet a name (used as {name} in your message), and choose the response type: Best response, or One of these values. Adding a few examples helps. Testing a snippet is free; when the message is sent, it costs 1 credit per lead and list, however many snippets the message contains.

The Unsubscribe Link variable adds an unsubscribe link to an email.

Salutation variables

Three variables under Insert variable greet the lead by gender. Signalist uses the gender only when it is at least 90% sure of it. Below that, or when no gender is known, each variable falls back to a greeting that fits either gender:

VariableGender at least 90% sureGender less sure or unknown
Prospect SalutationMr. / Ms.The first name
Prospect Salutation (DE)Herr / FrauThe first name
Prospect Formal Name (DE)Sehr geehrter Herr Müller / Sehr geehrte Frau MüllerHallo Max Müller ("Hallo Max" without a last name)
  • Prospect Formal Name (DE) is a complete greeting. Use it on its own, for example as the first line of an email.
  • A last name that is only an initial, such as "M.", counts as no last name: Prospect Formal Name (DE) then reads "Hallo Max", never "Sehr geehrter Herr M.".
  • Prospect Salutation and Prospect Salutation (DE) are single words. If you write "Sehr geehrter", then Prospect Salutation (DE), then the last name, the message reads "Sehr geehrter Max Müller" when the gender is uncertain.
  • The Salutation (DE) and Salutation (EN) columns in your lists, in Contacts and in your LinkedIn connections follow the same rule, and so do the list export and leads sent to Lemlist. The column shows what the message will say.
  • Check the uncertain leads before you send. The Gender column shows a warning icon when Signalist is less than 90% sure. Click it to set the gender or choose Confirm. A gender you set or confirm counts as certain. Filter by Gender Confidence to find these leads.

Generating drafts

In Review to send or on a lead, Generate 3 draft messages writes a complete sequence for the lead (1 credit per lead; generating again is free). Tell AI what to write adds instructions for this lead. Always read and edit the drafts before sending.

While drafts are being written, Tell AI what to write shows what is happening and for how long:

  • Queued, for example "Queued · 2 min": the generation is waiting for a free slot and starts by itself.
  • Generating…: the drafts are being written. The bar shows the current stage, such as researching the lead or writing the messages, and the time since the generation started.
  • After 8 minutes the bar adds "Taking longer than usual". The generation is still running, so there is no need to start it again.
  • If a generation fails, the drafts the lead already had stay in the chat. Above them, Signalist says that the last generation failed and why. Open Tell AI what to write and click Try again.
  • If your balance cannot pay for the drafts, Signalist says "Not enough credits to write drafts". Add credits under Company Settings → Plans & Billing and generate again.

The status stays when you reload the page or come back to the lead later.

Troubleshooting

ProblemWhat to check
The AI writes in the wrong languageThe sender's Primary, Secondary, and Fallback languages, and the list's language setting.
Messages use words you don't wantAdd them to the Wording Blacklist and suggest Alternative Phrases.
Messages are too longSet Message Limits on the Copywriting page.
New steps start with the wrong delayCheck Send Delay Defaults for that step number. It sets only the starting value; change the delay on the step itself in the campaign builder.
A snippet gives unusable answersNarrow the prompt, choose One of these values, or add examples.
A lead is greeted by first name in a formal messageSignalist was less than 90% sure of the gender, or knows only the initial of the last name. Set or confirm the gender in the Gender column.
No reply drafts appear when a lead repliesCheck Draft Replies on the Copywriting page. With None, no drafts are written automatically; you can still generate a reply in the Inbox.
Drafts stay on Queued for a whileMany generations are waiting for a slot. The generation starts by itself; you do not need to start it again.
Emails go out without your signatureSwitch on Email Signature under Message Style, and check that the sending mailbox has a signature under Personal settings → Connected Accounts.

Frequently asked questions

Where do I set the language of my messages?

Each sender sets their languages under Personal settings → Copywriting settings. A list's language setting is Auto by default and follows the lead.

Can I turn off automatic reply drafts?

Yes. Set Draft Replies to None on the Copywriting page. Signalist then writes no drafts when a lead replies, and you can still generate a reply yourself in the Inbox.

Does changing Send Delay Defaults change my running campaigns?

No. It only sets the starting delay of steps you add afterwards. Existing steps keep the delay they have.

How do I add my signature to every email?

Switch on Add the email signature to emails (chat and campaigns) under Message Style → Email Signature. Campaign emails then get the sending mailbox's signature, and email drafts start with Include signature switched on.

What is a framework?

A pattern for one step of a sequence, such as an intro or a follow-up. Signalist picks one per signal with Auto-suggest, or you choose it yourself.

What do AI snippets cost?

Testing is free. When a message is sent, snippets cost 1 credit per lead and list, however many a message contains.

Can I reuse prompts?

Yes. Save a prompt as a template where you write it; it then appears under Templates → Prompts.