The AI Assistant inside your prospecting platform gives you powerful flexibility in how you identify, research, and communicate with leads, all without leaving the system. In this guide, we’ll walk through how to use built-in capabilities, write your own prompts, and leverage prompt libraries to automate more of your workflow.
⭐ What the AI Assistant Can Do
Once you run a company or people search, the AI Assistant can help you:
✔ Identify ideal client profiles (ICPs)
✔ Find similar clients to expand your list
✔ Add competitors or suppliers directly into lists
✔ Summarize or analyze a business
✔ Write direct messages, subject lines, and emails
✔ Build custom prompts for specialty workflows
✔ Re-use results from previous prompts for deeper research
🔍 Step 1 — Run a Search and Open the AI Assistant
Perform a Company, People, or Local Search.
Select a result you want to explore.
Open the AI Assistant panel to view the available actions.
From here, you can immediately:
Identify ICPs
Research clients or competitors
Add found results to existing lists
Generate messages and summaries
🧩 Step 2 — Use Variables for Hyper-Personalization
When writing or modifying prompts, you can insert dynamic data like:
Company Name
Website
Social Links
Contact Details
These ensure every output is personalized to the specific lead.
✍️ Step 3 — Create Your Own Custom Prompt
Want a message that matches your tone or a special research action? You can create it!
Go to AI Tools → AI Assistant
Click Create New
Choose a Category (e.g., Direct Message, Summary, Custom Prompt)
Select the Type of List the prompt will be used with
(People, Local Businesses, Influencers, etc.)Write your prompt including variables
Example:“Write a humorous short message introducing us to the business {{Company Name}} based on their website {{Website}}.”
Click Save — your new AI prompt will now appear in the assistant menu.
💡 Tip: Create variations like:
Short vs. long copy
Formal vs. funny tone
Text-style vs. email-style outreach
🎨 Example: Custom Research Prompt
You can even build prompts the system doesn’t include by default — such as design research:
“Analyze this website {{Website}} and return a detailed color palette.”
Now you’ve taught the AI Assistant a brand-new skill!
🔁 Step 4 — Combine Prompts for Multi-Step Automations
One of the most powerful features is using outputs from previous prompts as new variables.
Example workflow:
1️⃣ Run Color Palette Analyzer
2️⃣ Use the palette output to generate a marketing email:
“Using the color palette from {{Previous Prompt}}, write a persuasive email to {{Company Name}}.”
This allows deep, chained automation — totally custom to your business.
📚 Step 5 — Explore the Prompt Library
There’s a full library of pre-built prompts you can activate anytime:
✔ Contextual emails
✔ Business analysis
✔ Lead research templates
✔ Competitor identification
Just:
Open the AI Library in the top-right
Click to activate the prompts you want added to your workspace
Instant upgrade to your AI toolkit 👌
🤖 Step 6 — Deploy Prompts with AI Agents
Anything you create here can be added to automated AI Agents (covered in a separate training).
Your Agent can then:
Run research workflows automatically
Feed updated insights into your CRM/lists
Trigger ongoing communications
Set up once → runs forever.
🎯 Final Takeaways
The AI Assistant allows you to:
What You Can Do | How It Helps |
Automate research | Save hours of manual digging |
Personalize outreach | Higher engagement & reply rates |
Expand lead lists | Never run out of prospects |
Build your own workflows | Create a competitive advantage |
Connect to agents | Fully automated pipeline |
You’re no longer limited to static searches, you can design exactly what the AI should do next.