How to Install and Set Up the Assistant

The Intricately Assistant is the ultimate sidekick for prospecting! Follow the steps below to install the Assistant and start leveling up your sales process with Intricately data.

The Assistant is delivered as a Google Chrome extension! Click the link to install the extension from the Google Web Store:  Install the Assistant!

(If you don't use Google's free browser, click here to download it).

Take a few seconds to set up the Assistant to fit best in your workflow! First, you can pin the extension icon to your browser bar, so it's always easily accessible:

Next, choose your preferred Assistant display behavior. Right-click the extension icon to select an Assistant Mode:

• Companion: Need to use Intricately as a constant resource, while minimizing clicks? Our default Companion mode opens the Assistant as a sticky sidebar, automatically refreshing with the relevant data as you prospect.

• Quick Reference: Need to reference Intricately data, while conserving screen space? Quick Reference mode opens Intricately as a pop-up window, which can be easily dismissed and reactivated as needed, without disrupting your existing workspace.

For more information on how to use the Assistant to level up your prospecting see our article How to Use the Assistant.