Overview
AiXUP’s AI Assistant allows you to create custom prompts tailored to your sales, marketing, and research strategies. You can use built-in prompts, copy from the AI Library, or create your own custom prompts that work directly with your lead search results and CRM.
Step-by-Step: Prompting the AI Assistant
Step 1: Open AI Assistant
From your AiXUP dashboard, go to AI Tools → AI Assistant.
Step 2: Search Existing Prompts
Use the keyword search at the top to find existing prompts such as summaries, direct messages, or research outputs.
You can also filter prompts by type (Summary, Similar, Direct Message, Intro, etc.) based on your strategy.
Step 3: Explore the AI Prompt Library
Click AI Library to access pre-built prompts not already in your list.
Select a prompt you want to use
Click Copy
The prompt will be added to your AI Assistant prompt list automatically
Step 4: Create a New Custom Prompt
If you need a prompt that doesn’t exist:
Click Create
Enter a Prompt Name
Select Prompt Type
Choose Custom for full flexibility
Use predefined types only when applicable
Step 5: Select the Correct List Type
Prompts must match the search list type:
People Search → People prompt
Local Search → Local prompt
Company Search → Company prompt
Prompts will only appear in searches that match their list type.
Step 6: Add Prompt Instructions & Variables
Write clear instructions for your AI prompt.
Use variables (similar to custom values in GoHighLevel) such as:
Business Name
Website
Industry
Example:
“Do SEO research on the business using the business name and website.”
These variables create custom fields that will sync to your CRM when contacts are sent.
Step 7: Save the Prompt
Click Save to make the prompt available for use in your lead lists.
Step 8: Generate AI Results from a Saved List
Go to Lead Search → Saved Lists
Open a list
Under the AI Assistant column, select a prompt
Click Generate
The AI will return results specific to each company or contact.
Step 9: Use AI Insights in Your CRM
When leads are sent to your CRM:
Generated AI data becomes custom fields
Results can trigger automations, workflows, or follow-ups
Below are the variables and their descriptions that you can use to generate prompts effectively.
Why Custom AI Prompts Matter
Personalize outreach at scale
Eliminate manual research
Create CRM-ready insights automatically
Align AI output with your exact strategy