How to Create Offerings the AI Pitches in FirstSales
Define a product or service — name, description, detailed pitch, key benefits, and URL — and attach it so the AI drafter promotes exactly what you sell.
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What an Offering is
An Offering is a product or service you want the AI to pitch. Where a Knowledge Base is broad background, an Offering is the specific thing you're selling in a campaign — its value, benefits, and link. Attach one so every draft actually promotes what you want promoted.
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Create an Offering
Go to Offerings → Create Offering. First pick a Type: Product or Service. Then name it (4–50 chars) — the clear, external name of what you sell.
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Write the short description and details
Add a Short Description (up to 200 chars) — a one-line summary the drafter uses as a hook. Then fill Information, the required detailed pitch: what it is, who it's for, how it works, and what makes it worth a reply. The richer and more specific this is, the better the AI's copy.
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List the key benefits
Add Key Benefits as separate items — the concrete outcomes a buyer cares about ("cut onboarding from 2 weeks to 2 days", "no engineering time needed"). The drafter weaves these into emails, so write outcomes, not features.
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Add the URL
Set the URL — the page you want prospects sent to (product page, booking link, signup). The AI can reference it in the call to action, so point it at wherever you want the click to land.
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Attach it to a campaign
An Offering only shapes drafts once selected. In the campaign's Email Drafter → Content tab, add the Offerings tool and pick this offering. The drafter then pitches it — using your description, benefits, and URL — in that campaign's emails.
Pro tips
Hard-won shortcuts that keep warm-up on track.
Benefits are outcomes, not features
"AI-powered dashboard" is a feature; "see churn risk a week early" is a benefit. Write Key Benefits as the result the buyer gets — that's what lands in a cold email.
Make Information do the heavy lifting
The detailed Information field is what the drafter reasons from. Spell out who it's for and why it beats the status quo; a thin pitch produces thin emails.
One offering per campaign focus
Pitching three things in one email dilutes all three. Create separate offerings and attach the single one that matches each campaign's goal.
Point the URL at the actual next step
Send prospects to a booking link or a focused product page, not your homepage. The AI uses the URL in the CTA, so make it the click you actually want.
Frequently asked questions
What's the difference between an Offering and a Knowledge Base?
A Knowledge Base is broad background the drafter reads from; an Offering is the specific product or service you want pitched in a campaign, with its own benefits and URL.
How do I create an Offering?
Offerings → Create Offering. Choose Product or Service, name it (4–50 chars), add a Short Description (≤200), a detailed Information pitch, Key Benefits, and a URL.
Product vs. Service — does it matter?
It sets the framing the AI uses. Pick whichever the thing actually is; the rest of the fields (benefits, information, URL) drive the copy either way.
How should I write Key Benefits?
As concrete outcomes the buyer cares about, one per item — e.g. "cut onboarding to 2 days" rather than a feature name. The drafter weaves these into the email.
How does a campaign use my Offering?
In the campaign's Email Drafter → Content tab, add the Offerings tool and select it. The drafter then pitches that offering — description, benefits, and URL — in its emails.
Can I attach more than one Offering?
You can, but pitching multiple things in one email usually dilutes the message. Prefer one focused offering per campaign.
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