AI Assistant

The AI Assistant automatically qualifies leads by answering custom questions about each company. It helps you focus on leads that truly match your ICP without manual research.

---

How It Works

1. You define your organization profile and qualification questions

2. The AI analyzes each lead using public data, web insights, and your ICP description

3. Answers appear directly in lead profiles as color-coded indicators (🟢🔘🔴)

4. Answers factor into the lead score, pushing better-qualified leads higher

---

Configuration

Open AI Assistant from the side menu (hamburger icon, top-right).

AI Assistant configuration

Assistant Profile

Fill in these fields to calibrate the AI:

Field	What to enter
Organization name	Your company name
Website	Your company website URL
Value proposition	What you sell and to whom — be specific

The clearer your value proposition, the better the AI understands what makes a lead relevant.

Qualification Questions

Add up to 5 questions that matter for your qualification process.

Examples:

• "Does this company use a CRM?"

• "Are they hiring salespeople?"

• "Do they operate in the construction sector?"

• "Is their revenue growing?"

• "Do they have an international presence?"

The AI will attempt to answer each question for every lead in your pipeline. Answers show as:

• 🟢 Yes / Positive signal

• 🔘 Unknown / Unclear

• 🔴 No / Negative signal

Agent Mode

Toggle Agent mode on to have the AI proactively suggest next steps and approach angles for each lead. When enabled, lead profiles include AI-generated recommendations for how to engage.

Refine Results

In addition to qualification questions, you can describe your ideal lead in free text using the Refine results prompt. This works like a search instruction — tell the AI what kind of companies you are looking for, and it will adjust its recommendations accordingly.

The text prompt complements your filters and questions: filters set hard boundaries, questions qualify individual leads, and the text prompt guides the overall direction of recommendations.

Enter a text description to guide AI recommendations

---

Impact on Scoring

Qualification answers influence the lead score. Leads that answer positively to more of your questions rank higher. Combined with like/dislike signals and won deal history, this creates a multi-layered scoring system.

Start with 2-3 questions and refine over time. Too many vague questions dilute the signal.