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Amélioration

Run an AI campaign that drafts straight from a knowledge base

An AI campaign can now reach launch-ready when a selected knowledge base is its only drafting source — no separate written prompt required.

Your AI campaigns can now draft straight from a knowledge base on their own — no separate written prompt required. If a knowledge base already holds what you want to say, that alone is now enough for the campaign to reach launch-ready.

What changed

Until now, an AI or default campaign that relied only on a selected knowledge base for its drafting was read as missing a drafting source. Even when the campaign was fully set up and the knowledge base was clearly chosen, the launch check treated the written-prompt path as the only real source of instructions. The result was a campaign that looked complete but could never tip over into launch-ready — a frustrating dead end with no obvious cause, because nothing on the screen was actually missing.

Now an enabled knowledge-base tool with one or more knowledge bases selected counts as a valid drafting source for AI mode on its own. It stands alongside the existing written-prompt path rather than behind it. You can give the AI a written prompt, point it at a knowledge base, or do both — and as long as at least one of those is in place, the drafting-source requirement is satisfied and the campaign can go launch-ready.

This change is limited to campaigns where the AI writes the message. Template-mode campaigns, where you supply the copy yourself, behave exactly as before.

How to use it

  1. Open the campaign you want the AI to write, and confirm it's set to AI (or default) drafting rather than templates.
  2. Enable the knowledge-base tool for that campaign.
  3. Select one or more knowledge bases you want the AI to draft from.
  4. Leave the written prompt empty if you want the knowledge base to do all the work — or add a written prompt as well to steer tone, length, and structure on top of it.
  5. Review the campaign's launch readiness. With a knowledge base selected, the drafting-source requirement now clears, and you can move the campaign to launch-ready and start sending.

Why it matters

The knowledge base is usually where your best raw material already lives: product details, positioning, proof points, and the answers to the objections you hear most. Being forced to copy all of that into a separate written prompt just to satisfy a check was pure busywork — and the old behavior went further than busywork, quietly blocking a campaign that was genuinely ready to run.

Now the setup you'd expect to work simply works. Point the AI at the right knowledge base, leave the prompt empty if you like, and the campaign reaches launch-ready on the strength of that source alone. And because both paths still coexist, you stay in full control: start from the knowledge base when it's comprehensive, then layer a written prompt the moment you want a specific angle for a particular segment — without ever tripping the launch-readiness check again. Fewer dead ends, less duplicated effort, and a faster path from a well-built knowledge base to live outreach.

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Installer avec l'IA

Votre agent de code installe la CLI et les skills FirstSales pour vous.

Prompt pour Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.