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A template is an AI prompt configuration that tells Smelt how to generate personalized copy for each row in your CSV. Templates = AI prompts + configuration

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Template Categories

Cold Outreach

Opening lines, hooks, attention grabbers

Lead Qualification

Scoring, fit assessment, prioritization

Value Proposition

Benefits, ROI statements, competitive advantages

Personalization

First lines, follow-ups, meeting requests
You can also create Custom categories for your specific use cases.

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Template Fields Explained

FieldDescriptionRequired
NameIdentifier for the template✅
CategoryOrganization/filtering✅
Prompt TemplateAI instructions with {{variables}}✅
Output Column NameWhat the generated column will be called✅
Character LimitMax characters for outputOptional
Word LimitMax words for outputOptional
Forbidden WordsWords that should never appearOptional
Reference ColumnsWhich CSV columns to useOptional
ModelAI model (gpt-4o-mini default)Optional
TemperatureCreativity level (0-1, default 0.7)Optional
Max TokensOutput length limit (default 150)Optional

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System vs Custom Templates

  • 17 pre-built templates in Template Library
  • Created by Smelt
  • Read-only — cannot edit directly
  • Click “Duplicate” to customize

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How Templates Work

1

You Write a Prompt

Include {{Column}} variables that reference your CSV data
Write a personalized hook for {{First Name}} at {{Company}} 
in the {{Industry}} industry.
2

Smelt Reads Each Row

For every row in your CSV, the variables are replaced with actual data
Write a personalized hook for Sarah at Acme Corp 
in the SaaS industry.
3

AI Generates Output

The AI creates unique copy based on that specific lead’s data
"Scaling a SaaS sales team is no small feat, Sarah—"
4

Output Is Saved

The generated copy is saved to your specified output column

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Key Concepts

{{Company}} gets replaced with the Company value from each row.
10,000 rows = 10,000 unique AI-generated outputs.
Create once, use across multiple jobs and files.
The new columns export with your CSV for use in sending tools.