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The Action Bar is the set of AI-powered tools in the extension that help you engage the prospect. With a single click, you can generate various types of outreach content.
First Touch Action Bar Interface
Each tool opens a focused interface in the sidebar. Click a card below to jump to that section:

Email

Generate, customize, and send personalized emails.

LinkedIn Message

Draft connection requests and DMs.

Call Script

Generate conversation outlines and voicemail scripts.

Value Plan

Formulate a “Value Hypothesis” for your outreach.

Add to Flow

Enroll prospects into automated sequences.

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Email

On the Email tab, First Touch uses information about the prospect (profile summary, posts) and your context (Knowledge Base) to draft a highly tailored message.

Generate the Draft

Click the Generate Email button. The AI combines your profile, company info, and prospect research to produce a first draft.
  • Result: Within seconds, the tab populates with a suggested subject line and email body.

Select Subject Line

The AI typically generates a few potential subject lines. One is selected by default, but you can click the dropdown to view alternatives, choose a different one, or edit it entirely.

Edit and Polish

The draft appears in an editor where you can adjust the tone, add personal references, or include custom calls-to-action.
  • Features: Basic formatting (bold, italics, lists, links) and auto-save.
  • Regenerate: If you don’t like the draft, click Regenerate to try a different approach.

Send

Click Send. The email is sent directly from your connected email account (e.g. Gmail or Outlook). The prospect receives it as an email from you, with your signature included based on your settings.

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Handling Responses & Follow-Ups

If the prospect doesn’t reply, you have flexible options:
  • Manual: Return to the profile later and manually generate a new follow-up email.
  • Add to Flow: Enroll them in a longer-term sequence (see Add to Flow) to automate future touches.
Any reply the prospect sends will be detected by First Touch and logged.
Automatic Pausing: If that prospect was in a flow, a reply triggers an automatic pause to avoid sending further automated emails.

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LinkedIn Message

The LinkedIn tab helps you craft personalized outreach messages while complying with LinkedIn’s policies.
Compliance Notice: First Touch Chrome extension does not send LinkedIn messages for you. This ensures authenticity and compliance with LinkedIn’s Terms of Service.

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The Workflow

Generate Message

Switch to the LinkedIn tab and click Generate Message. The AI uses your profile, knowledge base, and the prospect’s activity to draft a concise note.
  • Use Cases: Connection request notes or Direct Messages (if already connected).

Review and Edit

Edit the draft to ensure the tone is genuine. We recommend adding a personal touch, such as mentioning a mutual connection or specific profile detail.

Manual Send

You remain in control of the sending process:
  1. Copy the message from the extension.
  2. Paste it into the LinkedIn message box or connection invite field.
  3. Send the message manually on LinkedIn.

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Call Script

Clicking the Call (phone) icon generates a quick outline for a phone call or voicemail. It serves as a cheat-sheet to help you sound prepared and relevant.

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What’s Included?

  • Opening Line: Friendly opener using prospect info or mutual context.
  • Value Points: Key questions or insights to cover during the call.
  • The Close: Suggested next steps or meeting requests.
  • Evidence: Data points from your Knowledge Base or their recent news.
Example Output: “Hi [Name], this is [Your Name] from [Your Company]. I saw that [Prospect Company] recently [relevant detail]. We helped another client in your space with [pain point]… I was curious how you’re handling [specific challenge] right now?”

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Post-Call Action

After the call, log the outcome in First Touch (this syncs to your CRM).
  • If the call was a task from a flow, mark it Complete.
  • If you connected successfully, consider removing them from automated sequences.

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Value Plan

The Value Plan helps you articulate why you are reaching out. It ensures your outreach is relevant and centered on the prospect’s needs.

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Plan Components

Clicking Generate creates a summary called a “Value Hypothesis”:
ComponentDescription
NameWho the plan is for (Prospect/Company name).
ChallengeA likely pain point inferred from their role or industry (e.g. “Scaling sales team”).
EvidenceSpecific insight from research suggesting the challenge is real (e.g. “Hiring 5 new reps”).
SolutionHow your product helps, tailored to their scenario.
Power User Tip: You can feed the Value Plan details into the Email Generator to have the AI craft an email specifically around that value hypothesis.

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Add to Flow

Add to Flow connects your on-the-fly prospecting with your scalable campaigns. It allows you to enroll the current prospect directly into a multi-step sequence.
Requirements: You need at least one flow published in the web app that allows manual enrollment.

Select Flow

Click the Add to Flow button. A dropdown will show all eligible flows.First Touch immediately checks if the prospect is already in a flow or on an Exclusion List (e.g. existing customer).

Reuse Recent Drafts

Did you just write an email in the extension? If you drafted an email but haven’t sent it, First Touch can reuse that draft as Step 1 of the flow.
  • Why: Your perfect intro email sends first, followed by the automated steps defined in the flow.

Monitor Progress

Once added, the prospect moves through the flow schedule.
  • Visibility: Track their status in the Flows section of the web app.
  • Approvals: If a step requires approval, it will appear in your Tasks list.
  • Stops: If they reply, the flow pauses automatically.