AI Persona-Based Targeting for B2B SaaS

Stop sending generic outbound that misses the mark. Octave's AI Persona-Based Targeting uses your unique GTM DNA and Clay's real-time data to craft messages that resonate with every prospect. Start automating hyper-personalized outreach today.

Increase Reply and Conversion Rates

Move beyond {first_name}. Octave's AI agents use your dynamic messaging library to generate concept-centric emails tailored to each prospect's specific persona, pain points, and product fit, driving higher engagement and qualified pipeline.

Free Up Your GTM Team

Redirect weeks of RevOps and SDR time from manual research, list building, and prompt engineering. Octave automates the entire flow from ICP to copy, allowing your team to focus on active selling and strategy, not maintaining fragile workflows.

Scale Personalization Across All Segments

Effortlessly launch hyper-personalized outbound across multiple products, use cases, and personas. Octave's agentic playbooks adapt in real time to market shifts, ensuring your messaging is always on point without manual rewrites.

How Persona-Based Targeting Works

Octave uses your central messaging library and a native Clay integration to automate persona matching and message creation in three steps.

Model Your GTM DNA

Codify your personas, value propositions, and use cases into a living messaging library. Business users can easily refine this central source of truth in plain language.

Match Prospect to Persona

Octave natively integrates with Clay, using its job title normalization and role identification to instantly and accurately match each prospect to the correct persona in your library.

Generate Context-Aware Copy

Our sequence agents intelligently assemble the right messaging components for each matched persona, generating a ready-to-send, hyper-personalized email via a single API call.

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.

“We’ve tried a lot of AI tools, but Octave is the first one that actually works the way our sales team needs it to. It understands real personas, real pain points, and creates messaging that lands. It’s become a core part of our modern GTM stack.”
Mollie Bodensteiner
VP RevOps, Engine
"Working with Octave has been a game changer for VELOX. Their AI platform has helped us streamline our messaging well beyond what we’ve seen with out of the box models like ChatGPT, Claude, or Gemini; and easily integrated into our existing stack. What really sets them apart is the support. Their team has been available 24/7 and has gone above and beyond to ensure our continued success. This level of commitment is rare, and it’s why we’re all in on Octave."
Joe Rowett
CEO, Velox
"Octave is the first agentic platform that may truly save us headcount. Its ability to understand our product and market paired with actionable suggestions, makes it the missing link between GTM strategy and execution. Whether you use it for outbound messaging, segmenting your customer base, or just creating GTM playbooks, you'll be amazed at how strong the results are."
Mallory Lee
VP RevOps, PhoneBurner
"Octave has saved me countless weeks of manual research by enabling me to build rich, granular, and targeted GTM playbooks for my key personas. Previously this work would have taken 40+ hours of manual work and a dedicated team of product marketing resources. I can now tune the messaging to exactly what matters most to my audiences in minutes. Our next journey with Octave is applying this to agentic AI GTM programs."
Andrew Jacob
Director of Strategic Growth, QAD
"Octave is helping transform the quality and efficiency of our outbound marketing, but the people are what make it game-changer for us. When we need help, the Octave team is there. Outside normal working hours? No problem. Need a feature implemented urgently? They’ll take you seriously, not just brush you off with “we’ll put it on the roadmap”. This stuff isn't easy, but Octave demonstrates daily that they are invested in our success."
Mitch Speers
CRO, BuyerForesight
"Octave is the first agentic platform that may truly save us headcount. Its ability to understand our product and market paired with actionable suggestions, makes it the missing link between GTM strategy and execution. Whether you use it for outbound messaging, segmenting your customer base, or just creating GTM playbooks, you'll be amazed at how strong the results are."
Mallory Lee
VP RevOps, PhoneBurner

Related AI Capabilities

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FAQ

Frequently Asked Questions

Still have questions? Get connected to our support team.

How is this different from just using prompts in Clay?

While Clay is powerful for data enrichment, it can lead to 'prompt swamp'—complex, fragile prompt chains that are hard to maintain and often produce generic copy. Octave replaces this with a central 'GTM brain.' You model your messaging once, and our agents use that context to generate superior, hyper-personalized copy without complex prompting.

What do I need to get started with Octave?

Octave is designed for post-PMF B2B SaaS companies. You'll need an existing GTM stack, including a CRM, a sequencer like Salesloft or Outreach, and a Clay account. Our system integrates with the tools you already own to add a layer of GTM context and AI automation.

Can Octave handle multiple products and personas?

Yes, this is where Octave excels. Our platform is built for companies with horizontal TAMs and multiple products, use cases, and personas. The messaging library and agentic playbooks make it simple to scale context-aware outbound across your entire GTM landscape.

What is a 'GTM context engine'?

A GTM context engine is a system that centralizes your company's unique Go-to-Market DNA—your personas, products, value propositions, and use cases. It makes this strategic asset actionable, allowing AI agents to generate real-time, hyper-personalized messaging that is always aligned with your strategy.

Build your generative GTM motion today