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AI Reference Customer Matching
Stop sending generic case studies that miss the mark. Octave’s AI Reference Customer Matching automatically selects the most relevant proof points for every single prospect, directly in your Clay workflow. See how our GTM context engine can boost your reply rates.
Boost Reply Rates with Perfect-Fit Proof
Move beyond one-size-fits-all testimonials. Our AI agents analyze Clay's company data to match each B2B SaaS prospect with your most compelling, relevant customer story. This builds instant credibility and drives higher conversions.
- Automatically select case studies by industry.
- Surface proof points relevant to company size.
- Match testimonials to specific product use cases.
Eliminate Manual Research and Rewriting
Free your GTM team from the tedious task of hunting for the right case study. Octave's native Clay integration automates the entire process, redirecting weeks of SDR and RevOps time every month back to active selling and strategy.
Scale Your GTM Messaging Consistently
Ensure every message, across every segment and product line, uses the most powerful social proof available. Our AI-powered system keeps your outbound on-message and effective, even as your ICP and product library evolve.
How AI Reference Customer Matching Works
Octave seamlessly integrates with your Clay.com workflows to inject real-time, relevant social proof into every email sequence.
Codify Your Proof Points
Structure your case studies, testimonials, and customer wins inside Octave’s living Messaging Library. Tag them by persona, product, and use case.
Enrich Prospects in Clay
Run your leads through your standard Clay workflow. Octave uses Clay’s firmographic data, like industry and company attributes, as signals for matching.
Generate Context-Aware Copy
Octave’s AI agents automatically select the best-fit proof point and weave it into a personalized, ready-to-send 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.
Frequently Asked Questions
Still have questions? Get connected to our support team.
Yes, AI Reference Customer Matching is designed to work natively with Clay.com. It leverages Clay's powerful company enrichment data, like industry classification and attributes, to find the perfect customer story for each prospect in your workflow.
Our AI agents compare the firmographic data from Clay against the proof points you've codified in your Octave Messaging Library. It's a context-aware process that understands the nuances of your B2B SaaS segments, products, and use cases to find the most impactful match.
Absolutely. Octave is built for B2B SaaS companies with multiple products, personas, and fragmented TAMs. Our agentic playbooks intelligently mix and match components from your library, ensuring the right proof point is selected for any target.
No, Octave enhances your existing GTM stack. Our composable API pushes the final, personalized email copy—complete with the matched proof point—directly into your sequencer. This adds a powerful layer of context without forcing you to rip and replace tools.
Build your generative GTM motion today
