Quick launch
- Go to Assists → New and choose a template
- Add context and review the AI‑drafted message in your brand voice
- Choose auto or manual approvals (see guidance below)
- Add points: participation plus outcomes that matter
- Preview → Publish → Notify the team
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.
What to include in context
Who is the target? What does a “good” intro or referral look like? Where should the conversation go next? A short, specific brief leads to consistent results and fewer back‑and‑forth messages.
Measuring impact
Tie higher points to outcomes—meetings booked, qualified referrals, or milestone engagement. Reporting and the ROI calculators then roll up impact so leaders can see progress by week and quarter.
