The AI Assistant in your prospecting platform helps you find, research, and message leads without leaving the system. In this guide, you will learn how to use the built-in tools, create your own prompts, and use prompt libraries to automate more of your daily work.
⭐ 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.