V-Bot
Discover ways to simply implement AI Avatars throughout a wide range of gross sales and advertising use circumstances and how you can observe your outcomes.
“We’d like extra video content material.”
We know that video works — income groups who leverage video are closing extra offers, quicker. From greater win charges to elevated pipeline volume and shortened sales cycles, the power of video is limitless.
But your team’s ability to create and scale video content isn’t… until now.
With the rise of AI Avatars, teams now have the opportunity to easily create personalized video content at scale. Now teams no longer have to draft scripts, get in front of the camera, and spend precious time editing their videos.
In this piece, we’ll walk through specific workflows where AI avatars drive measurable impact across sales and marketing functions, from prospecting through lead nurturing and ABM campaigns with specific examples throughout.
By the end, we hope you’ll look beyond the question “should we use AI avatars?” and instead be focused on “which workflows generate the highest ROI first?”.
Contents
How AI avatars fit into revenue workflows
Sales and marketing teams waste a ton of time on high-volume, low-complexity tasks that work best with a personal touch like sending meeting reminders or follow-up emails, creating social content, or crafting your email newsletter. These are just some of the areas AI Avatars can have immediate impact.
AI Avatars are not a replacement for human sellers or marketers; they are a force multiplier. They’re best at handling predictable, repeatable touchpoints so your team can focus their energy on strategic work that moves deals forward and builds your brand.
Are you using video already today? AI avatars work best when integrated into existing processes, rather than being bolted on as a separate step. The highest-performing teams embed AI avatars directly into CRM workflows, sales engagement sequences, and marketing automation platforms.
Don’t worry, we’ll get into specific examples below!
AI avatars for sales prospecting and outreach
Do we need to say it? Okay, we will: cold outreach sucks.
Generic spray-and-pray email blasts or lazy “personalized” emails mentioning the university you attended 10+ years ago will never achieve results. While a ton of AI sales tools have popped up over the last few years promising personalized prospecting at scale… the results are still out.
Know what does work? Personalized video. And we’ve got the data on that: using video for sales outreach has increased response rates for more than 60% of sales reps.
While the data shows personalized video messages work, they also took a lot of work. But with AI Avatars, teams have the ability to craft personalized video messages at scale!
Personalized prospecting videos for cold outreach
BDRs and SDRs can use AI avatars to send cold personalized intro videos to prospects to warm them up. Your team member’s avatar can use a customized script using the prospect’s name, company, and a specific insight about their business (pulled from enrichment data).
Why it works: Stands out in the inbox, shows you’ve done some research, and they can put a face to your name immediately.
How to execute: Set up a workflow that automatically creates and sends personalized videos whenever specific buyer actions are logged in your CRM. As these videos reach the right people at the right moments, your team can focus on selling instead of manual outreach. Finally, use insights on which conversations drive the most engagement so reps can prioritize the best opportunities and close more deals.
Reminder: It’s always a good thing to be transparent that you’re using an AI avatar tool either in the video itself or in the footer of your email.
LinkedIn video messages for social selling
Social selling is a key piece of many teams’ go-to-market strategies. Just like a prospect’s email inbox, their LinkedIn direct messages are likely full of spam. That’s why the best sales reps are sending AI avatar videos through LinkedIn to prospects who viewed their profile, engaged with content, or accepted connection requests.
Why it works: Video messages are rare on LinkedIn, so they stand out from the noise while allowing the rep to maintain a consistent LinkedIn presence without spending hours recording videos.
How to execute: After connecting with a prospect on LinkedIn, send an AI avatar video introducing yourself and offering a specific resource like a new guide your company created. The video feels personal, yet it takes only seconds to create, especially using Vidyard as we integrate directly into LinkedIn. You can use templates for common scenarios (profile view, content engagement, mutual connection).
Multi-touch sequences with automated video follow-ups
Whether you choose to send a video you filmed or a text-based email on the first touch, after initial outreach, AI avatars can handle the second, third, and fourth touches automatically. Each video can reference the previous message and add new information or a different value prop to help you maintain momentum without extra manual effort.
Why it works: Persistence wins deals, but reps often abandon manual multi-touch sequences. AI avatars make it easy to stay in front of prospects with video in every step of your outreach.
How to execute: Vidyard’s technology integrates with top sales outreach platforms like Outreach and Salesloft so you can create your sales sequences and automatically insert AI-generated videos into your cadence at specific intervals. Each video can address a different angle: the first video introduces the value prop, the second shares a customer story, the third offers a resource, and the fourth creates urgency. The sequence feels cohesive because the same face and voice show up consistently.
Deal acceleration and pipeline management
Deals stall because buying committees are big and slow to make decisions, reps struggle to engage multiple stakeholders, and follow-up after meetings can fall through the cracks. Account executives are potentially managing dozens of deals simultaneously, so they need a way to maintain momentum and consistency without losing their minds.
Video can help slowing deals get back on track!
Automated meeting reminders and prep videos
No-shows cost sales teams millions in lost productivity every single year. Reduce no-show rates and get everyone engaged and on the same page by sending a pre-meeting video. The video confirms the meeting time, shares what will be covered, and includes any prep materials or questions to consider.
Why it works: Video reminders reduce no-show rates because they feel more personal than calendar notifications. The additional context makes meetings more productive because prospects come more prepared.
How to execute: When a meeting gets booked, sellers can automatically generate a reminder video using the prospect’s name, meeting topic, and agenda. You can also include a calendar link to reschedule if needed, reducing no shows by giving them the opportunity to easily reschedule.
Post-meeting recap and next steps
Teams can transform their call recordings into AI avatar scripts to provide a clear and concise recap and next steps, even for those members who couldn’t make it. Immediately after a discovery call or demo, an AE sends an AI-generated video avatar recap of key points discussed, confirms next steps, and shares relevant resources.
Why it works: Buyers are busy and will likely forget details from sales calls. A video recap serves as a reference they come back to when making decisions.
How to execute: Create a post-meeting template that prompts reps to fill in specific details (pain points discussed, solution fit, next meeting date) or set this up to pull directly from certain CRM fields. The AI avatar delivers this information in a natural, conversational way that feels less formal than a written summary.
Sales enablement and training
Here at Vidyard, it’s our mission to make every rep perform like the best. To help reps hit the ground running, proper sales training and enablement content is critical. But leaders struggle to deliver consistent onboarding and training at scale.
When live training sessions do not scale and recorded videos feel impersonal, AI-based just-in-time learning can help reps ramp up faster and improve after every call.
Product training and competitive positioning
Launching a new product? Hiring a new rep? Get them up and running faster with sales enablement content that gets deep into the details. New hires can receive automated sequences guiding them through training courses that cover product features, competitive positioning, and objection handling.
Why it works: Most reps learn better from video than basic and boring documentation. AI avatars make training feel engaging while maintaining consistency across all learners. Unlike live training, which occurs only once, video training allows reps to revisit content as needed.
How to execute: Create video libraries based on role-specific tracks for SDRs, AEs, and leadership. Enablement teams can break complex topics into focused AI avatar videos (5-7 minutes each) and include quiz questions to confirm understanding. Leaders can track completion and scores to identify who needs additional coaching.
Tip: Video content can integrate with LMS platforms and built-in analytics reveal completion rates and drop-off points, enabling teams to improve content.
Just-in-time coaching and battle cards
When sales team members encounter specific situations (objections, pricing questions, competitive battles), they can access short AI avatar videos that coach them through those scenarios.
Why it works: These micro-learning moments reinforce training at the point of need. A rep facing a pricing objection can watch a 2-minute video before responding, not a 60-minute training recording. Analytics reveal which topics representatives seek out most, highlighting areas where knowledge gaps exist.
How to execute: Create a library of AI avatar coaching videos for common scenarios. Make them searchable and accessible from your sales engagement platform or CRM. Cover topics like objection handling, competitive differentiation, pricing strategies, and discovery frameworks.
Sales playbook reinforcement
When sales leadership rolls out new methodologies, messaging, or processes, they can easily create AI avatar videos explaining the changes and why they matter. These videos can get embedded in onboarding sequences and refresher campaigns throughout the year.
Why it works: Sales playbooks often fail because reps do not absorb the changes from slide decks or written docs. Video reinforcement increases adoption because it shows examples of new approaches in action, rather than just describing them.
How to execute: When launching new sales plays, create AI avatar videos that demonstrate the play in action. Include specific examples of discovery questions, positioning statements, or objection responses. Send videos to the entire team with clear expectations about adoption timelines. Check the analytics to see who has viewed and who needs coaching on new approaches.
Lead nurturing and re-engagement
The marketing teams’ job is to generate demand — but sometimes those that are interested in your brand or content aren’t in the market right now. Or, maybe, your sales team has some leads that went cold and you’re looking to re-engage these folks.
Staying top-of-mind requires consistent touchpoints and while most nurture campaigns rely on text-based emails, video can help you stand out from the crowd.
Automated nurture sequences for long-cycle deals
When prospects enter your pipeline but aren’t ready to buy, they can automatically receive AI avatar videos at strategic intervals (week 2, week 4, week 8). Each video delivers value (insights, case studies, resources) without asking for a meeting, keeping your company top of mind while they get closer to buying.
Why it works: Long sales cycles require a persistent presence without being pushy. These types of emails maintain the relationship by delivering helpful content that builds trust over time.
How to execute: Teams can set up automated nurture sequences by industry, use case, or buying stage. Each track can include 5-8 AI avatar videos spaced over 3-6 months that share relevant insights, customer stories, and thought leadership. When prospects engage (watching videos, clicking CTAs), reps receive alerts and can decide when the time is right to reach out.
Re-engaging cold leads and lost opportunities
When deals go dark or prospects stop responding, video provides a low-pressure way to restart conversations. These videos can acknowledge the silence in a cheeky or understanding tone, offer new information or a different approach, and provide prospects with an easy way back into the dialogue.
Why it works: Calling up dead leads feels awkward and often gets ignored by reps. Video re-engagement works because it feels less intrusive than a phone call and more personal than an email.
How to execute: Identify leads that have gone cold (i.e., no response in 30+ days, stalled deals, or no-shows). Create AI avatar videos with fresh angles: a new case study, a different use case, a price adjustment, or simply asking if the timing has changed. Make it easy to respond with clear CTAs.
Tip: Video analytics can help you understand if and when your prospect watched, helping you understand if another follow up is worth it.
Event follow-up and relationship maintenance
After trade shows, conferences, or networking events, team members can send AI avatar videos to everyone they met with. Ideally, the video references the specific event, recalls the conversation, and suggests tailored next steps. Even if they just stopped by the booth to grab some free swag, you now have the ability to send a personalized video while not wasting your team’s time!
Why it works: Most event follow-ups get buried in post-event email floods but video messages stand out because they feel more personal and memorable. They prove the rep remembers the conversation and values the connection.
How to execute: Immediately after an event, create AI avatar videos referencing specific conversations from your notes including mentioning what you discussed, what resonated, and why connecting further makes sense. Send videos within 48 hours while the event is fresh in prospects’ minds. The video analytics should feed back into your CRM and sales engagement platforms to help you take the next best step.
Marketing content creation and campaigns
Whew! That was a lot of sales talk — but they aren’t the only ones who can benefit from AI video content. Marketing teams need more video content to feed social media, email campaigns, and paid ads, but traditional video production is slow and expensive.
That’s where using AI-generated content comes in! But, remember, it’s always about using AI Avatar videos thoughtfully and in ways that build trust through transparency.
Social media content at scale
Marketers can create AI avatar videos for LinkedIn, Instagram, TikTok, and other social platforms. Instead of recording themselves or hiring creators, they can script content and let AI avatars deliver it consistently across channels.
Why it works: Social algorithms favor video content, but producing video daily is exhausting. AI avatars enable marketing teams to maintain a video presence without the burden of constant recording, lighting, and editing.
How to execute: Identify your content themes (thought leadership, tips, case studies, product updates) and create AI avatar video templates for each. Schedule videos across your social calendar using your content management tools. Analyze their performance over traditional video content to analyze audience sentiment.
Personalized email campaigns with video
Whether you’re inviting a prospect to a local event or following up after they attended a webinar, a personalized video can help you stand out and build rapport. Marketing teams can embed AI avatar videos in email campaigns, addressing recipients by name and referencing their industry and a specific event or actions they’ve already taken like downloading a certain ebook.
This approach balances the need to scale marketing efforts while keeping that personal touch that can help conversions and push prospects down the funnel.
Why it works: Email open rates are declining, but emails with video see 3x higher click-throughs. Personalized videos combine the scale of email automation with the engagement power of video.
How to execute: Marketers can segment email lists by persona, industry, or actions taken. Create AI avatar videos for each segment that speak directly to their needs using dynamic bulk personalization. Embed videos in email campaigns through platforms like Hubspot or Marketo with dynamic thumbnails showing the recipient’s name and track video engagement to score leads.
Webinar promotion and follow-up
Before webinars, send AI avatar videos to registrants with information on what to expect and why they should attend. After webinars, teams can send AI avatar follow-ups to attendees with key takeaways and send no-shows a recording link.
From there, sales teams can see who watched your recap videos and find ways to engage them further.
Why it works: Webinar no-show rates are high but personal video invitations can increase attendance as they stand out from standard email reminders. Post-webinar videos keep the conversation going, including with people who missed it.
How to execute: Create pre-webinar AI avatar videos that address registrants by name and highlight who will be speaking and why they should attend live. After the event, send different videos to attendees (next steps and resources) and no-shows (a recording link and key insights they missed) while including CTAs and additional relevant content.
Tip: Vidyard’s Video Agent enables teams to automatically generate and send AI Avatar videos based on actions prospects take, like signing up for a webinar. Hands free reminders at your fingertips!
Account-based marketing (ABM) campaigns
If you’re running an account-based marketing program, you know that personalization matters. But creating custom videos for each account can be prohibitively expensive. Historically, marketing teams struggle to deliver the personalization ABM demands at scale.
But strategic use of AI-created video content can help you reach the right accounts at the right time.
Account-specific welcome videos
When target accounts first enter an ABM campaign, they can receive personalized AI avatar welcome videos that address their company by name, reference their industry-specific challenges, and explain why your solution fits their specific needs. This makes paid ads, direct mail, and email outreach feel truly personalized.
Why it works: AI avatar videos deliver the personalization ABM promises without requiring custom production for each account.
How to execute: After you identify your target account list, create AI avatar videos using data enrichment to reference each company’s industry, size, recent news, and likely pain points. Embed these videos in ABM email sequences, landing pages, and even physical direct mail pieces with QR codes. Bulk personalization enables account-specific videos at scale through CSV uploads.
Best practices for deploying AI avatars
Now that we’ve covered a ton of ways your team can easily get started with AI avatars, we want to provide practical implementation guidance based on what high-performing teams do right.
These are not theoretical tips; they’re lessons learned from teams that are already using AI avatars!
Start with high-volume, low-complexity workflows
As we mentioned earlier, the easiest and most strategic way to get started using AI avatars is to work them into existing processes that are important but shouldn’t necessarily require human time or creativity.
Think meeting reminders and call follow-ups. These workflows do not require perfect personalization or complex messaging, allowing sales and marketing teams to deploy AI avatars quickly and demonstrate value.
Get started: Identify the repetitive video tasks that drain the most time. For sales, focus on meeting reminders and prospecting follow-ups and for marketing event invites or email newsletter features. Build AI avatar workflows for those tasks first. Measure impact (time saved, engagement rates, conversion lift) to build internal support for broader adoption.
Personalize beyond name and company
Basic personalization like using the prospect’s name and company are table-stake requirements. The best teams utilize data enrichment tools to gain far deeper insights they can use in their outreach including industry news, pain points, recent company news, and other buying signals.
Get started: Integrate AI avatar creation with data enrichment tools (Clay, LeadIQ, ZoomInfo) and automatically pull relevant data points into video scripts. Reference specific information that proves you understand their business while not getting too personal (as that can feel creepy!).
Integrate AI avatars into existing workflows
Standalone AI avatar tools that create additional work are not likely to be widely adopted. The key is to embed video creation directly into CRM, sales engagement platforms, and marketing automation tools, where teams already work.
Get started: Investigate your AI avatar tool’s integrations. Vidyard integrates with dozens of tools with Salesforce, HubSpot, Outreach, Salesloft, and Marketo to automatically trigger AI avatar videos based on workflow events with our Video Agent.
Test and optimize avatar performance
Not every touchpoint is ideal for AI avatars — and this may differ across industries, countries, or what you sell. Teams need to measure results and refine their approach based on data to understand the best places to use AI-based video in your sales and marketing.
Get started: Track video engagement metrics (view rate, watch time, CTA clicks) for each use case. Compare results to baseline performance without video. Double down on what works and adjust what does not. Beyond these metrics, don’t forget to test script lengths, CTA placements, avatar styles, and personalization approaches. Small changes drive significant differences in engagement.
Balance AI avatars with human recording
Teams should utilize AI avatars for scalable, repeatable touchpoints where consistency is crucial. Save human recording for high-stakes moments where personality, spontaneity, and deep insights create competitive advantage.
Get started: Define clear guidelines for when sales and marketing teams should use AI avatars versus recording themselves. Examples: use AI for meeting reminders, follow-ups, and social content. Use human recording for executive introductions, final closing calls, and brand storytelling campaigns. The goal is to multiply human impact by automating low-value touchpoints, allowing teams to invest their energy where it drives the most value.
Measuring AI avatar ROI
Sales and marketing leaders need proof that AI avatars drive business outcomes, not just engagement metrics.
Here’s a clear framework for measuring true ROI across GTM functions that your CFO will be happy about: efficiency gains, effectiveness improvements, and scaled expansion.
How are AI avatar videos performing versus your previous approach (text, static content, or traditional video)?
- Video view rate
- Watch time
- CTA click-through rate
- Response-rate lift
- Meeting-booking rate
- Lead generation from campaigns
- Conversion rate at each funnel stage
These metrics are all about how much more time your team has to do bigger and better things.
- Hours saved per rep per week
- Hours saved on content production for marketing
- Number of videos sent without manual recording
- Percentage increase in touches per account / campaign
How are the videos helping you reach more prospects and build more pipeline?
- Number of additional opportunities touched
- Percentage increase in pipeline coverage
- Number of marketing campaigns executed
- Content volume increase
- Overall pipeline velocity improvement
FAQs
What is the difference between AI avatars and stock video or animated characters?
AI avatars are digital humans generated or controlled by AI that can speak, move, and adapt their behavior or dialogue dynamically. Stock videos are pre-recorded clips with no flexibility, while animated characters are manually created animations that require artists to design and animate them.
AI avatars combine realism with real-time customization, unlike the fixed nature of stock footage or the labor-intensive process of animation.
How realistic do AI avatars look and sound?
Modern AI avatars can look and sound highly realistic, often resembling real humans with natural facial expressions and lifelike speech. The quality depends on the platform: some are nearly photorealistic, while others have a slightly digital or synthetic feel.
We’ve found that viewers prefer we don’t run into the uncanny valley feeling.
Do buyers notice when videos use AI avatars?
Yes, buyers will likely notice you’re using AI avatars. You should be transparent about using this technology as it provides transparency and builds trust.
How long does it take to create an AI avatar?
To create your first AI avatar video with Vidyard, all you need is 90 seconds of training video, which you can record directly on our platform. From there, it can take a matter of minutes to create a short AI avatar video based on your script and level of personalization.
What data do I need to personalize AI avatar videos?
If you integrate your AI avatar tool with your CRM or sales engagement platform, you will have the basic data you need to begin personalizing your scripts.
For deeper personalization, we recommend working with a data enrichment provider to get more unique insights like funding or company news that can be incorporated into your scripts.
How do AI avatars integrate with my existing sales and marketing tools?
Depending on the tool and your tech stack sophistication, your AI avatar tool may integrate directly with these tools or through an API. They enable you to both create AI Avatars directly within these tools and get video analytics without ever having to leave your existing tools.
What metrics should I track to measure the success of my AI Avatar?
When getting started, we recommend measuring the time AI avatars save your team and the results they’re achieving versus your old way of doing things.
How much do AI avatars cost compared to traditional video production?
AI avatars are generally much cheaper than traditional video production — many services offer subscription or usage-based pricing that costs a fraction of filming with actors, cameras, and editing.
You can get started with Vidyard for free today — which includes 15 free AI-generated videos per month.
Are there compliance or legal considerations when using AI avatars?
Yes — you need to ensure you have rights to the avatar’s likeness, use approved scripts, and follow data-privacy rules if the avatar interacts with customers. Some industries (like finance or healthcare) may also require disclosures or adherence to strict communication standards. Overall, as long as privacy practices are followed, AI avatars can be used safely and compliantly.
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