Mastering the Copywriter AI Agent

1. What the Copywriter Agent Does

The Copywriter Agent is your AI-powered content creator inside B2B Rocket.
It writes sales emails, subject lines, LinkedIn messages, and other outreach copy using:

• Knowledge from your Knowledge Center

• Your instructions

• Any prompt you give it during use

Primary Goal:
Help you quickly create consistent, on-brand, and high-performing sales copy without starting from scratch.

2. Where the Copywriter Agent Fits in Your Workflow

The Copywriter Agent works in campaign sequences:

• Inside a campaign step (email, LinkedIn message, etc.)

• When you use the AI assistant button to generate content

• Paired with the Strategist Agent to build and write full outreach sequences

3. Setting Up Your Copywriter Agent

Step 1 – Create a Team First

The Copywriter Agent belongs to a Team.

Teams determine which Knowledge Center folders the agent can access.
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Example:

• Leads Cloud Team → assigned Company Knowledge, Sales Training, and Leads Cloud product folder.

Leads Cloud Team → assigned Company Knowledge, Sales Training, and Leads Cloud product folder.

Step 2 – Start the Agent Creation

When you create an agent inside your team and choose Copywriter, you’ll see two options:

1. Answer Setup Questions (Recommended)

2. *Skip and go straight to manual setup

Answer Setup Questions (Recommended)

*Skip and go straight to manual setup

Step 3 – (Optional) Answer Setup Questions

These questions help the AI better understand your brand and audience.
Examples:

• What tone/language resonates with your target audience?

• What challenges do your prospects face?

• What benefits set you apart from competitors?

• What results do customers hope to achieve?

Pro Tip:

Even short answers improve output quality.

Step 4 – Name Your Agent

• You can name it after a product (Leads Cloud Copywriter)

• Or give it a human name (Julie) for internal clarity

• Choose something you’ll easily recognize in dropdown menus

Step 5 – Define the Role

Example:

You are a copywriting agent for B2B Rocket. Your goal is to write short, engaging sales emails to promote the Leads Cloud product to SaaS founders.

Step 6 – Add Specific Instructions

This is where you shape its writing style.

Examples:

• Write casually and be direct

• Use contractions

• Avoid pricing mentions

• Limit to 3–5 sentences per email

• Highlight value before features

4. Advanced Configuration

Once created, click the agent to open its full interface:

Left Panel – Configuration

1. Name, Role & Instructions – Edit anytime

2. Knowledge Center – Assign or remove folders

3. Tone, Structure, Personalization, Words to Avoid

4. Hooks & Themes – Value props, pain points, CTAs

5. Brand Guidelines – Paste high-performing examples so the AI can mimic style

Right Panel – Chat Interface

• Test responses before using in campaigns

• Ask it to write, rephrase, or adapt content

• Do Q&A using the assigned knowledge

5. Using the Copywriter Agent in Campaigns

Access Point

1. Go to Campaigns → Select a campaign

2. Open the Sequence tab

3. Add or edit a step

4. Bottom-right of the step: AI Assistant Button

5. Click → Generate Email → Select your Copywriter Agent

6. Add any extra instructions for that specific email

6. Best Practices for Great Output

• Be Specific – The more detail in your instructions, the better.

• Use Brand Guidelines – Give it examples to match your tone.

• Keep Knowledge Updated – Outdated info leads to off-brand content.

• Segment by Audience – Create separate copywriter agents for different ICPs if tone or messaging differs.

7. Quick-Start Flow

1. Organize Knowledge Center

   • Company → Sales Training → Product

2. Create Team

   • Assign relevant folders

3. Create Copywriter Agent

   • Name, role, instructions, tone, guidelines

4. Test in Chat Panel

   • Refine before using in campaigns

5. Deploy in Campaigns

   • Generate emails or LinkedIn steps instantly