How to use Navigora OutReach

Navigora OutReach helps sales teams create personalized B2B outreach using information about the recipient and the company they represent. Instead of writing every cold email or call script manually, you can use AI to generate recipient-specific messages based on company and contact information available in Navigora.

OutReach supports both email and phone outreach. For email, you can create a sequence of up to four personalized messages. For calling, you can generate an individual call script for each recipient.

What can you use Navigora OutReach for?

Navigora OutReach can help you:

• Create personalized B2B cold emails for selected contacts

• Build multi-step email sequences with introductory and follow-up messages

• Generate personalized cold-call scripts

• Use company and contact intelligence to make outreach more relevant

• Adjust message tone, length, structure and style

• Review and edit AI-generated messages before using them

• Track campaign progress and recipient responses

1. Set up your OutReach defaults

Before creating campaigns, define the default information and messaging preferences that OutReach will use as the starting point for your campaigns.

The setup includes information about the sender, the organization and the product or service you want to promote. You can provide:

• Your organization name and a short description

• A link to your organization’s website

• Your product or service name and a short description

• A link to the relevant product or service page

• Sender contact details

Keeping these defaults accurate gives the message generation process clear context about who is contacting the recipient and what you are offering.

For email campaigns, your email service also needs to be connected before messages can be sent.

2. Configure how your messages should be generated

Next, define how you want OutReach to generate your messages. These settings act as instructions for the AI and can also be adjusted for individual campaigns.

Choose the channel

Select whether you are creating an email campaign or a calling campaign.

Email campaigns can contain between one and four messages. The first is the introductory message, while subsequent messages work as follow-ups or reminders.

For calling campaigns, OutReach generates one personalized call script for each recipient.

Set the message length

You can define the length of both introductory and follow-up emails. The documented range is 50–300 words per message.

Choose a length that gives the AI enough room to explain why you are reaching out without making the message unnecessarily long.

Choose the tone and style

OutReach provides several ways to control how the generated message is written. The documented options include settings for:

• Communication style and tone

• Opening style

• Overall message structure

• Text emphasis

• Number and type of emojis

• References to external pages

For example, the communication style can range from expert and considered to enthusiastic, humorous, provocative or critical. The opening can focus on the company, its industry, a problem, a question-and-answer structure or another supported approach.

The settings give you control over the overall direction while OutReach handles the recipient-specific generation.

3. Build your recipient group

Once your defaults are ready, define who you want to contact.

Use Navigora’s search functionality to identify individual people for your campaign and create a recipient group. The documented workflow is person-based: each recipient is an identified individual representing a particular company or organization.

The current specification defines a maximum of 50 people per person list. Person lists can be managed alongside company lists, with actions including exporting the list to Excel, importing people and starting communication.

Keeping the target group focused is particularly important because OutReach is designed for personalized daily outreach rather than generic mass email campaigns.

4. Create a new campaign

Go to Campaigns and choose Create new campaign.

Name your campaign, select the recipient group and configure the campaign-specific settings. Your default OutReach settings provide the starting point, but they can be adjusted for an individual campaign when necessary.

For an email campaign, you can define:

• Number of messages

• Campaign start

• Interval between messages

• Campaign-specific content settings

• Message-generation configuration

The documented sending interval for email messages is between one and seven days, with messages sent on weekdays.

This allows you to create a sequence rather than relying on a single cold email.

5. Generate personalized messages with AI

Once your campaign and recipient group are defined, use OutReach to generate the messages.

The AI can use Navigora information about the target company and recipient as context for personalization. The documented company information includes factors such as:

• Organization and company type

• Industry

• Revenue and revenue development

• Number of employees and employee growth

• Location

• Relevant observations and news

Recipient information can include the person’s name, organization, role, title and area of responsibility.

For example, an introductory email can refer to the company’s business, industry, location, a recent development, market situation or relevant project before connecting that context to the product or service you are offering.

The aim is not simply to insert a company name into a standard template. The available context is used to generate a message specifically for the selected recipient and their organization.

6. Review and edit the generated messages

AI-generated outreach should be reviewed before it is used.

After generating the messages, OutReach allows you to preview and edit them for individual recipients. Check that the message is accurate, relevant to the recipient and appropriate for the conversation you want to start.

Pay particular attention to any company-specific information included in the message. AI-generated personalization should be treated as a draft rather than an assumption that every generated statement or angle is appropriate.

For email sequences, also review the messages together. Follow-ups can take the previous message into account to reduce unnecessary repetition.

7. Start the campaign

Once you have validated and edited the generated messages, start the campaign.

For an email campaign, the introductory messages are sent through the email service connected to your account. The workflow is designed around controlled daily outreach rather than high-volume mass emailing.

For a calling campaign, OutReach creates a call list with a personalized script for each person. The documented calling view includes the recipient’s name, title, phone number and personalized message.

8. Track responses and campaign progress

After launching your campaign, use the campaign view to keep track of its progress.

The documented workflow allows recipient responses to be classified manually so the campaign status stays up to date. Responses can indicate a positive reaction, a negative reaction such as a request to stop communication, or no reaction.

For calling campaigns, the documented activities include options such as:

• Not reached

• Call again

• Send message

• Send to CRM

• Open note

• Close

Once all messages have been sent, the campaign can be completed and its campaign-level results reviewed.

Practical ways to use Navigora OutReach

Personalized prospecting

Build a focused list of relevant decision-makers in Navigora and use OutReach to create recipient-specific cold outreach.

Instead of researching each company separately before writing every message, the workflow can use existing company and contact intelligence as context for message generation.

Multi-step email outreach

Create an introductory email followed by personalized follow-ups. The sequence can contain up to four messages, allowing you to maintain a structured outreach process without writing each step separately for every recipient.

Cold calling

Use OutReach to prepare individual call scripts before working through a prospect list. Each script can be tailored to the recipient and their company using the information available in Navigora.

Tips for better OutReach results

Keep your target group focused

OutReach is intended for targeted, personalized outreach rather than generic mass communication. Build recipient groups around people who have a genuine reason to be relevant to your campaign.

Give the AI clear context about your offer

Keep your organization, product or service description and sender details accurate. These provide important context for the messages OutReach generates.

Match the message style to the audience

Use the tone, opening, structure and length controls to adapt the message to the people you are contacting. A style that works for one target group may not be appropriate for another.

Review personalization before sending

Company information gives the AI useful context, but the generated message should still be checked by the sender. Review company references, wording and the overall angle before starting the campaign.

Use follow-ups without repeating the same message

When creating an email sequence, treat the messages as one conversation rather than several separate cold emails. The documented workflow allows previous messages to be considered when generating follow-ups, helping reduce repetition.

From company intelligence to relevant conversations

Navigora OutReach brings company intelligence, recipient information and AI-assisted message generation into the same outreach workflow. You can identify the right people, configure how you want to communicate, generate personalized emails or call scripts, review the content and manage the campaign from one process.