Quick admin onboarding — 3 steps
The fastest way to get value is to walk through the quick admin onboarding. You can finish in minutes.
Step 1 — Make it yours
Add company website, workspace name, and industry. The platform auto-fills workspace details from your website (logo, name, industry detection).
Step 2 — Setup Assists
Choose one or more starter Assist templates (Refer New Lead, Post Share, or Talent Referral). The system auto-generates context and messaging based on your website.
Help us find great prospects
Share qualified leads from your network and earn points for successful connections. Our AI drafts personalized outreach messages you can customize and send.
Help us find great prospects
Share qualified leads from your network and earn points for successful connections. Our AI drafts personalized outreach messages you can customize and send.
Share customer success stories
Collect customer success stories to build social proof and attract new business. Our AI crafts compelling testimonial requests you can personalize.
Gather intel on target accounts
Gather insights about target companies to help our sales team make informed outreach. Share valuable intel that moves deals forward.
Step 3 — Add Perks
Select 2–3 attractive perks so contributors can redeem points. You must select at least 2 perks to continue.
You're done. After onboarding, you can invite teammates via link or email from the Members page. Assign Reviewers when creating or editing Assists.
