Yess.ai’s Lead Recommendation feature empowers your team to identify and connect with high-potential contacts who align with your business objectives. Leveraging advanced AI, Yess.ai analyzes your team’s network, historical interactions, and your ideal customer profile to recommend the most relevant leads, transforming sales into a collaborative and strategic process.

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Initial Setup: Getting Started with Lead Recommendations

At present, initial setup for Lead Recommendations is not self-serve. To begin, please contact your Account Manager (AM), who will configure lead recommendation for you.

Self-serve setup functionality is coming soon. You will soon be able to manage your configuration directly within Yess.ai.

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What is Lead Recommendation?

Lead Recommendation provides a curated list of new leads, each matched to the most suitable team member for introduction—whether that is you, an executive, or a subject matter expert. All recommendations are delivered directly in Slack, organized by the team member best positioned to initiate contact.

Key details for each lead including name, job title, company, and LinkedIn profile are available within the Slack notification.

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How It Works

1

Continuous Lead Discovery 🤖

Yess.ai continuously searches across the web to identify high-potential leads that align with your ideal customer profile, leveraging advanced AI and comprehensive data sources.

2

Receive Recommendations in Slack

Yess.ai delivers a Slack message with new lead recommendations, grouped by the most appropriate internal team member for each prospect.

3

Review and Take Action

For each lead, you may:

  • Accept: Approve the lead for outreach. Yess.ai will prepare a connection request and follow-up sequence for you.
  • Decline: Dismiss the lead (optionally providing a reason).
  • View More: Instantly access their LinkedIn or company website.
4

Bulk Actions

For efficiency, you may Accept All or Decline All pending recommendations with a single click. You can also toggle the display of detailed information for each lead.

You will always have visibility into the number of leads pending your review and can process them at your convenience.

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What Happens After You Approve a Lead?

  • Yess.ai initiates a connection request using a proven, AI-generated sequence.
  • Follow-up messages are prepared, but no communication is sent without your explicit approval.
  • Approved leads are accessible in your Yess.ai dashboard for ongoing tracking and management.

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Notifications & Updates

  • Slack Alerts: Receive real-time notifications in Slack for new recommendations, approvals and declines.
  • Summary Messages: After processing leads in bulk, you will receive a summary (e.g., “5 leads approved, 2 declined”).

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Best Practices for Lead Recommendations

Review Regularly: Monitor Slack for new leads and respond promptly to maintain pipeline momentum.
Give Feedback: Providing reasons when declining leads helps Yess.ai refine and improve future recommendations.

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Frequently Asked Questions

Q: What if I do not receive new leads?
A: Yess.ai continuously searches for new matches. If no new leads are available, you may have reached your daily or weekly limit, or there may be no new matches at this time.

Q: Can I customize the types of leads I receive?
A: Yes. Please inform your Yess.ai administrator of your preferences, and your targeting criteria will be adjusted accordingly.

Q: Are my actions and decisions private?
A: Yes. Only you and your team have access to your decisions and activity.

Q: Is the ICP configuration self-serve?
A: This feature is currently in development. In the interim, please contact your Account Executive (AE) for assistance.

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Need Help?

For questions or to adjust your lead preferences, please contact your Yess.ai administrator or support team. We are committed to your success.