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AI-Powered Partner Referral Messaging
Stop crafting awkward, one-off referral requests. Octave's AI leverages Clay's connection mapping to generate context-aware messages that unlock your warmest introductions and drive replies. See how our AI-powered partner referral messaging can build your highest-quality pipeline.
Boost Reply Rates with Context-Aware AI
Octave’s GTM context engine moves beyond simple templates. Our AI uses your unique messaging library and Clay's relationship data to craft referral requests that feel personal and genuine, driving significantly higher reply and conversion rates.
Automate Your Entire Referral Workflow
Eliminate the manual work of finding mutual connections and writing messages. Octave and Clay work together to turn relationship signals into ready-to-send copy, freeing up weeks of SDR and RevOps time to focus on active selling instead of tedious research.
Build Higher-Quality Pipeline
Referrals are your highest-converting leads. By systematically leveraging your network’s connections with AI, you can:
- Generate more qualified pipeline with less effort.
- Decrease your customer acquisition cost.
- Improve the ROI of your entire GTM stack.
How Partner Referral Messaging Works
Octave integrates natively with Clay to turn raw relationship data into ready-to-send referral campaigns in three simple steps.
Model Your Messaging
Connect your sources to Octave to build a living library of your ICPs, value props, and personas. Our AI agents learn your unique GTM DNA.
Map Connections in Clay
Use Clay’s powerful enrichment to find mutual connections and map relationships between your team, your partners, and your target accounts.
Generate AI Messages
Octave’s Sequence Agents use the connection data from Clay and your messaging library to generate context-aware referral requests, ready to push to any sequencer.
Features
Resources
Ingest and codify company assets (e.g., websites, docs, decks) into actionable intelligence.
Library
Define and align core value propositions, target segments, and buyer personas.
Playbooks
Create hyper-personalized messaging for every niche, persona, and segment you target.
Agents
Power real-time workflows with agents grounded in your ICP and GTM strategy.
Styles
Encode tone of voice, brand identity, and the language patterns behind your best-performing CTAs.
Prospector
Surface every high-value contact in your target market—fast.
Frequently Asked Questions
Still have questions? Get connected to our support team.
While Clay is excellent for data enrichment and workflows, its messaging often relies on static templates or complex prompt chains. Octave acts as the 'ICP and product brain' for Clay, using agentic AI to generate concept-driven messages that are deeply personalized and adapt in real-time, eliminating prompt maintenance.
You need an Octave account and a Clay.com account. Octave integrates natively, allowing our AI agents to pull relationship data from Clay and push copy-ready messages into your existing sequencer, such as Salesloft, Outreach, or Instantly.
Yes. Octave’s AI agents are designed to be highly sensitive to combined context. By feeding them relationship data from Clay along with your own first-party signals, the AI can intelligently adjust the tone and content of the referral request to match the nature of the connection.
This is a core strength of Octave. Your messaging lives in a central, dynamic library. When you update value props, personas, or use cases in Octave, all referral messages generated by the AI will automatically reflect those changes, ensuring brand consistency without manual updates.
Build your generative GTM motion today
