How to Use the Assistant

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

Need help installing the extension?  Check out How to Install and Set Up the Assistant.

Step 1: View a Company

Click on the Intricately icon in your Chrome toolbar to open the Assistant.  In this example, we are using the view that opens it as a sidebar next to your browser window.

Next, navigate to a company you're interested in, and the Assistant will automatically display the relevant company report. The Assistant works on:

• Company websites

• Salesforce records

• LinkedIn profiles

The Assistant stays open as you navigate through different companies. It will automatically refresh to show you the current company's data-- without any additional clicks required from you!

Step 2: Interpreting a Company Report

The Assistant displays key cloud data for each company, in an easily scannable format:

Each report contains:

• Key Company Information: Company name, estimated spend tier, subsidiaries, domains, firmographic data, traffic data

• Product Details: Data on the company's tech stack, by product category.

Each report is also fully interactive! Hover over any data component to open guidance tooltips with more information.

Or click on a component to drill down for more details.

Want to dive deeper into understanding the data available in each company report? Check out our How to Read a Company Report article.

Interested in customizing your view? Enterprise clients can work with us to create a personalized Assistant View for their team. Contact us to get started!

Step 3: Take Advantage of Advanced Assistant Features

If you've connected your Salesforce account, our Salesforce Record Viewer works right in the Assistant! See at a glance what Salesforce accounts or leads already exist for a company:

The Assistant also makes it easy to access the rest of Intricately's powerful features. From the Assistant menu, you can access your other Intricately tools with one click:

• Enrichments

• Smart Lists

• Settings

• Help Center