AI Sales Intelligence

Documentation

Everything you need to know to master AI Sales Intelligence

Quick Start Guides

How to Research Your First Prospect
Learn how to use AI-powered research to enrich prospect data in minutes.
  1. 1Navigate to Prospects page and click "Add Prospect"
  2. 2Enter LinkedIn URL or prospect details
  3. 3Choose research depth (Quick, Standard, or Deep)
  4. 4Review AI-generated insights and confidence scores
  5. 5Edit and save the prospect to your database
Setting Up Your First Email Sequence
Create automated follow-up sequences to nurture prospects.
  1. 1Go to Sequences and click "Create Sequence"
  2. 2Choose a template or start from scratch
  3. 3Add email steps with delays between them
  4. 4Configure conditional logic (optional)
  5. 5Enroll prospects and activate the sequence
Connecting Your CRM
Integrate with Salesforce, HubSpot, or Pipedrive for seamless data sync.
  1. 1Navigate to Settings > Integrations
  2. 2Select your CRM and click "Connect"
  3. 3Authorize the connection via OAuth
  4. 4Map fields between platforms
  5. 5Enable two-way sync and test the connection

Complete Documentation

Getting Started
Quick start guide and platform overview
Prospect Research
AI-powered prospect research and data enrichment
Email & Contact Finding
Discover verified contact information
Message Generation
Create personalized outreach messages with AI
Sequences & Automation
Automate follow-ups with email sequences
Analytics & Tracking
Track engagement and measure success
CRM Integration
Connect with Salesforce, HubSpot, and Pipedrive
Advanced Features
Power user features and customization

CRM Integration Guides

Salesforce Integration

Connect your Salesforce account for automatic two-way sync of contacts, leads, and activities.

Setup Steps:

  1. Go to Settings → Integrations
  2. Click "Connect" next to Salesforce
  3. Log in with your Salesforce credentials
  4. Authorize the required permissions
  5. Configure field mapping preferences
  6. Enable automatic sync
HubSpot Integration

Sync prospects and engagement data with your HubSpot CRM automatically.

Setup Steps:

  1. Navigate to Settings → Integrations
  2. Select HubSpot and click "Connect"
  3. Authenticate with your HubSpot account
  4. Choose sync preferences
  5. Map custom properties
  6. Activate the integration
Pipedrive Integration

Keep your Pipedrive deals and contacts in sync with AI Sales Intelligence.

Setup Steps:

  1. Open Settings → Integrations
  2. Click "Connect" for Pipedrive
  3. Enter your Pipedrive API token
  4. Configure sync settings
  5. Map fields between systems
  6. Test and enable sync