Offers & Knowledge Base
An offer is the foundation of everything in AutoReach. It is not just a description of your product: it is the intelligence engine that powers lead discovery, scoring, personalization, and AI responses.
What Is an Offer?
One offer = one specific product or service you're selling.
Examples:
"Workflow automation for mid-market SaaS companies"
"Executive coaching for first-time VPs"
"API compliance auditing for financial services firms"
You can create and manage multiple offers, each with its own lead pipeline, sequences, and knowledge base.
Offer Fields
When you create an offer, you define:
Creation Mode
When creating a new offer, you can choose between two modes:
Website mode: Paste a URL and click Extract to auto-populate all offer fields from your site
Manual mode: Fill in each field yourself
This toggle only appears during creation. Editing an existing offer always shows the standard form.
Core Definition
Name: What you are calling this offer (required)
Description: Detailed description of what you are selling and why (required). Use the Enhance button to have AI rewrite your description to be clearer and more specific.
Website: Your website URL
Target Audience
Target audience: Free-form ICP definition (required). You can include who to target, who to avoid, and any context that helps AutoReach understand your ideal buyer. For new offers, click Generate from description to have AI create this from your description- you can then edit it. Use Regenerate to get a fresh suggestion.
Locations: Target locations, with a location filter type toggle that controls whether leads are matched by their own location or their company's HQ location
Industries: LinkedIn industries used to filter people searches. Use the Generate button to have AI suggest relevant industries.
Language: The language for your outreach messages (English, Italian, Spanish, French, German, or Portuguese)
Market Positioning
Pain points: Problems your offer solves (used for intent matching and message personalization). Add manually or use the Generate button.
Known competitors: Companies or tools that compete with you (helps detect leads engaging with competitors- these leads are scored as Poor Fit with zeroed scores, not Disqualified). Add manually or use the Generate button.
Value
Deal value: Expected contract size ($). Used to estimate pipeline value.
Other Settings
Active toggle: Only active offers are used by Autopilot and sequences for lead scoring and outreach.
Signal Likelihood: Displayed as a badge on your offer card (High / Medium / Low signal). This is auto-generated by AI based on your description and pain points - it estimates how likely your target buyers are to post about their needs on social media. You cannot set this manually; it updates when you generate or regenerate your target audience or pain points.
How Offers Power Everything
Your offer definition cascades through AutoReach's entire system:
1. Lead Discovery
AutoReach automatically generates search keywords from your offer's description and pain points, then uses them to find relevant leads on X and LinkedIn. More specific descriptions and pain points produce more targeted discovery.
2. Lead Scoring
Your offer's target audience and pain points guide the buyer intelligence system:
People matching your target industry get higher fit scores
People posting about your pain points get higher intent scores
People in your preferred locations get a fit boost
People at competitor companies are marked as Poor Fit with zeroed scores
3. DM Personalization
When sequences send DMs, AutoReach uses your offer's description and pain points to personalize messages:
4. AI Responses
When leads reply, AutoReach's conversation AI uses your offer to:
Understand context of the discussion
Generate on-brand replies
Know when to escalate to a human
Suggest next steps
Tip: Spend time defining your offer well. A great offer definition is a force multiplier that makes every downstream feature smarter.
The Knowledge Base System
The Knowledge Base lets you upload your strategic docs, case studies, pricing, qualification criteria, and more. AutoReach uses these documents to:
Make AI responses more accurate and on-brand
Understand your business deeper than just the offer description
Qualify leads better with custom criteria
Generate better personalization in DMs
Supported File Types
PDF
DOCX (Word)
TXT
Limit: 10 documents per offer, 10MB per file.
How It Works
When you upload a document, AutoReach processes it through a full RAG (Retrieval-Augmented Generation) pipeline:
The file is stored in cloud storage
A background worker parses the document, splits it into chunks, and generates vector embeddings for each chunk
Embeddings are stored for similarity search
When a prospect replies to your outreach, AutoReach performs a vector similarity search against your knowledge base chunks to find the most relevant content, then feeds it to the AI alongside the conversation to generate accurate, on-brand responses.
Warning: Upload your best docs: case studies, pricing, qualification criteria, objection handling, and key talking points. A few high-quality documents will perform better than a large volume of generic content.
Tone Examples
Tone examples are conversation samples that define your outreach voice. They are configured per sequence, not at the offer level.
Tone examples show AutoReach how you talk to prospects. They cover different conversation stages like openings, value propositions, objection handling, social proof, and closing. You add tone examples manually to your sequence, and can edit or remove them at any time. Once added, AutoReach auto-generates a tone summary in the background that the AI uses alongside the examples. During conversations, relevant tone example content is retrieved via vector similarity search to keep AI responses on-voice.
Tip: Review and edit your tone examples in your sequence's Advanced Settings. If your samples sound corporate but you are naturally casual, your AI replies will not match your real voice.
Conversation Analyzer
The Conversation Analyzer is an AI system that reviews your outreach conversations and suggests improvements.
What It Does
Samples conversations from your sequence- comparing positive outcomes (meeting booked) against negative ones (lost, graceful exit)
Identifies patterns in what worked vs. what didn't
Suggests specific actions:
Add tone example- new conversation samples to guide AI voice
Modify tone example- adjust existing examples based on what worked
Remove tone example- drop examples that are hurting performance
Modify prompt- changes to AI prompts (AI Prompt, DM Generation Prompt, or How AI Comments on Posts)
The analyzer focuses on tone examples and prompts, not offer-level fields like pain points or personalization settings.
How to Use It
Access the Conversation Analyzer from your sequence page. It reviews your conversations and returns actionable suggestions. You can apply or dismiss each suggestion- applying writes the changes directly to your sequence's tone examples or prompts.
Tip: The Conversation Analyzer works best with sufficient data. Run it monthly to see patterns emerge.
Managing Multiple Offers
You can create multiple offers in AutoReach. Each offer:
Has its own lead pipeline
Can run independent sequences
Has a separate knowledge base
Has isolated scoring logic
Common setup:
Offer 1: "Core product for mid-market"
Offer 2: "Enterprise premium service"
Offer 3: "International expansion service"
Each has different ICPs, signals, and messaging.
Warning: If a lead fits both Offer 1 and Offer 2, they'll appear in both pipelines. This is intentional, as different offers might have different sales approaches to the same person.
Best Practices
Tip: A narrow, well-defined offer (yoga for busy parents aged 30-45) scores better than broad offers (fitness for everyone). Specific signals lead to specific discovery, which produces higher-quality leads.
Tip: As you close deals, update your offer's "average deal value". As you learn what types of companies buy, refine your target audience.
Tip: You can run AutoReach without a knowledge base, but uploading your best docs will make AI responses more sophisticated and on-brand.
Warning: Uploading 200-page documents doesn't help. Upload 5-10 high-quality docs instead. Longer isn't smarter; relevance is.
Next Steps
Creating Your First Offer: Walk through the offer creation process step by step
Tone & Knowledge: Learn more about uploading and managing knowledge base documents
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