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Getting Started

What is AskUsersQuick Start Guide

Features

Customer ImportAI Customer AnalysisEmail OutreachReply TrackingInsights Dashboard

Credits & Pricing

Credits & Pricing

Configuration

Settings & Configuration

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AI Customer Analysis

How AI generates detailed customer personas and expansion opportunities

Overview

AskUsers uses AI to research and analyze each customer, creating detailed personas that inform personalized outreach. The AI researches the customer's company via web search and generates structured insights.

Customer Detail with AI Analysis

Each customer analysis uses 1 credit. Email generation is included free with analysis.

How It Works

Domain Extraction

AI extracts the email domain (e.g., @acme.com from john@acme.com).

Public email domains (Gmail, Yahoo, Outlook, etc.) are filtered out as they don't represent companies.

Web Research

AI performs Google Search to research the company:

  • Company website and description
  • Industry and business model
  • Recent news and updates
  • Product offerings and target market

Persona Generation

Based on research, AI generates a structured persona including:

  • Company Profile - What the company does
  • Usage Hypothesis - How they likely use your product
  • Growth Potential - Expansion opportunity rating
  • Outreach Strategy - Personalization hooks and tone

Email Draft

AI uses the persona to generate a personalized email:

  • Contextual subject line
  • Personalized opening hook
  • Value proposition aligned to their needs
  • Clear call-to-action

Persona Structure

Each AI-generated persona includes:

Company Information

FieldDescription
Company NameOfficial company name
WebsiteCompany website URL
DescriptionWhat the company does
IndustryPrimary industry/vertical
Target UsersWho the company serves
Business ModelHow they make money (SaaS, marketplace, etc.)
Company SizeEmployee count estimate

API Usage Hypothesis

FieldDescription
Likely Use CaseHow they probably use your product
Integration PointWhere your product fits in their stack
Growth PotentialHigh, Medium, or Low
Growth ReasoningWhy the potential rating was assigned

Expansion Opportunities

FieldDescription
Upsell RelevanceHow relevant your upsell product is
Upsell ReasoningWhy the product would benefit them
Other Potential NeedsAdditional products/features they might need

Outreach Strategy

FieldDescription
Personalization HookKey detail to reference in email
Specific QuestionsQuestions to ask this customer
Recommended ToneProfessional, casual, technical, etc.

Confidence Levels

AI assigns a confidence level to each analysis:

LevelMeaning
HighClear company information found, reliable analysis
MediumSome information found, reasonable inferences
LowLimited information, analysis may be less accurate

Low-confidence analyses should be reviewed carefully. Consider editing the persona manually before outreach.

Batch Analysis

Analyze multiple customers at once:

  1. Select customers from the list (checkbox)
  2. Click Analyze Selected
  3. Monitor progress in the queue
  4. View results as they complete

Batch Options

OptionDescription
Skip AnalyzedDon't re-analyze customers with existing personas
Include GenericAnalyze even if email domain is public (Gmail, etc.)

Editing Personas

You can manually edit any AI-generated persona:

  1. Click on a customer row to open details
  2. Click Edit Persona
  3. Modify any field
  4. Click Save

Edited personas are preserved even if you re-run analysis (unless you choose to overwrite).

Analysis Language

AI analysis can be conducted in:

  • English (default)
  • Chinese (中文)

Set your preferred language in Settings → Outreach Configuration → Analysis Language.

Public Domain Handling

Emails from public providers (Gmail, Yahoo, Outlook, etc.) receive a generic analysis since company research isn't possible. The AI will:

  1. Acknowledge the limitation
  2. Generate a more general outreach email
  3. Focus on discovering their use case through questions

Next Steps

Email Outreach

Learn how to send personalized emails

Settings

Configure analysis preferences

Customer Import

Import your customers via CSV upload or Stripe integration

Email Outreach

Generate and send personalized emails to your customers

Tabla de contenidos

Overview
How It Works
Domain Extraction
Web Research
Persona Generation
Email Draft
Persona Structure
Company Information
API Usage Hypothesis
Expansion Opportunities
Outreach Strategy
Confidence Levels
Batch Analysis
Batch Options
Editing Personas
Analysis Language
Public Domain Handling
Next Steps