How To Create And Use The AI Assistant Within The Lead Generation Tool

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

1. Perform a Company, People, or Local Search.
2. Select a result you want to explore.
3. 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!

1. Go to AI Tools → AI Assistant
2. Click Create New
3. Choose a Category (e.g., Direct Message, Summary, Custom Prompt)
4. Select the Type of List the prompt will be used with
5. (People, Local Businesses, Influencers, etc.)
6. Write your prompt including variables
7. Example:
8. “Write a humorous short message introducing us to the business {{Company Name}} based on their website {{Website}}.”
9. 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:

1. Open the AI Library in the top-right
2. 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:

You’re no longer limited to static searches, you can design exactly what the AI should do next.