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The Power of AI Reply Automation

AI reply automation revolutionizes your inbox management by instantly categorizing, personalizing, and responding to cold email replies. Automated systems dramatically increase your chances of converting leads into calls.

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Replying within 30 minutes increases conversion by 60%. Replying within 5-min

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Three Levels of AI Reply Automation

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Level 1: Instantly Built-in Features

📖 Step-by-Step Setup Guide

1. Enable AI automations in Instantly:
   • Go to Settings → Preferences → AI Automations.
   • Turn ON:
     • Automatically suggest replies (OpenAI).
     • Enable positive reply notifications.
     • Save and use reply snippets.
2. Connect OpenAI API key:
   • Go to Settings → Integrations and Apps.
   • Insert your OpenAI API key. </aside>

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Even beginners can automate replies easily using built-in Instantly AI features—no coding required.

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Level 2: Custom Reply Assistant (Make.com)

This intermediate-level automation does research and generates replies for your team, speeding up response time significantly.

⚙️ How It Works

1. Catch Replies (Instantly → Make.com)

   New replies trigger a webhook in Make.com.

2. Automated Research (Perplexity AI)

   Collects relevant company/lead data automatically.

3. Generate Reply (OpenAI Assistant)

   Uses AI assistants pre-trained with your responses.

4. Database Storage (Google Sheets)

   Stores all interactions for record-keeping.

5. Notification Email to Sales Team

   Provides the research, a draft reply, and a direct link to Instantly Unibox.

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Implementing this automation significantly boosts efficiency without losing the human check step.

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Level 3: LGJ’s Fully Autonomous Custom "Reply JI"

This is the ultimate AI solution: a fully autonomous reply system capable of managing and personalizing responses at scale.

🚨 Key Features

• AI Agent Powered: Trained on historical data, continually learning from corrections.
• Instantly API Integration: No need to manually log into Instantly.
• Custom Paths & Sequences: Automatically handles special scenarios (e.g., "reverse lead magnets").
• Training Module: Continuously improves replies using feedback loops.
• Notion/Airtable Integration: For easy human review and adjustments. </aside>

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Step-By-Step: LGJ’s "Reply.AI" Automation Workflow

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Capture and Categorize Replies

1. Webhook Capture: New Instantly replies trigger the workflow.
2. API Call to Instantly: Pulls complete conversation history.
3. AI Categorization: Assigns each reply to custom categories:
   • Interested
   • Soft No (follow-up needed)
   • Hard No (delete/block)
   • Custom scenarios (trigger sequences)💡 </aside>

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Granular categorization enables precise automated actions.

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Generate Personalized AI Replies

1. AI Agent (Claude Model + Perplexity Research):
   • Performs research.
   • References conversation history.
   • Accesses a knowledge base (Superbase) for accurate responses.
2. HTML Conversion: Formats reply for instant sending. </aside>

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Combine Claude with real-time research ensuring high-quality, relevant replies.

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Human Review via Notion

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