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Build Competitive Displacement Campaigns
Target competitor customers with personalized messaging that highlights your unique advantages and migration paths.
Create pitch-perfect messaging
Generate messaging that focuses on your product's unique advantages over a competitor. Move beyond basic personalization by adding rich, real-time context to every prospect interaction, making your switching campaigns more effective.
Automate your competitive strategy
Turn your competitive intel into action. Octave uses AI agents to generate tailored outreach at scale, so your team can focus on conversations, not copy. Build data-backed competitive playbooks in hours, not weeks.
Scale what works
Build a competitive playbook once and deploy it across your team. Clone top-performing messaging and strategies to new campaigns automatically, ensuring your team stays aligned with messaging that wins.
Launch your competitive campaign in minutes
Go from strategy to execution with a simple, automated workflow that targets your competition with precision.
Add Competitor Intel
Navigate to the competitors section of your Library. Add a competitor by name and Octave will automatically generate intel, which you can then refine.
Build a Competitive Playbook
Create a new playbook and select "competitive" as the angle of attack. Choose the specific competitor you want to focus on to generate a tailored messaging strategy.
Deploy AI Agents
Run a sequence agent on your new competitive playbook. The agent will generate personalized messaging for each prospect that you can use in tools like Clay, Instantly, or Smartlead.
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.
Related Use Cases
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Frequently Asked Questions
Still have questions? Get connected to our support team.
A competitive displacement campaign is a marketing and sales strategy focused on identifying and targeting customers who are currently using a competitor's product. The goal is to persuade them to switch to your solution by highlighting your unique advantages, better value, or a smoother migration path.
First, add the competitor to your library and build a competitive playbook. When you configure an agent to use this playbook, you can add the competitor's name as runtime context, which prompts the agent to mention them directly in the generated output.
When you have a list of leads who are known to use a competitor's product, you can run an Octave agent on that list using a competitive playbook. This generates messaging specifically designed to highlight your advantages over that competitor for those specific leads.
Yes. You can add proof points, like statistics, to your library. When setting up your competitive playbook, enable the 'include proof point' option, and Octave will automatically embed the most relevant one into your messaging to build credibility.
Yes. Once you build an agent for your competitive campaign in Octave, you can use its API key and agent ID to connect with orchestration tools like Clay. From there, you can send the personalized messages through outreach platforms like Smartlead, Instantly, Outreach, and Salesloft.
Build your generative GTM motion today
