Using AI Search on Sales Companion

Overview

AI Search is a powerful feature within the Sales Companion Chrome Extension that allows you to filter companies using natural language. It is available on both the Dashboard and the Assigned Companies widget. Simply type your query in the search bar, and Sales Companion will automatically identify keywords to perform a tailored search.

How to Use AI Search

1. Open the Sales Companion Chrome Extension

Ensure you have Sales Companion Chrome Extension open on your browser.

2. Locate the Search Bar

• The search bar is available at the top of Sales Companion within the Dashboard or Assigned Companies section.

3. Input Your Search

• Type your query directly into the search bar.

• Alternatively, use the voice input feature to dictate your search.

Note:

• Voice input supports multiple languages and translates them in real-time to English.

• See the full list of supported languages .

4. Submit Your Search

• Click the send icon or press Enter to execute your search.

Tips for Getting the Best Results with AI Search

Use Clear Language

• Enter precise and relevant keywords to narrow down your search effectively.

Make Queries That Include Available Filters

• Use filters such as headcount, revenue, location, CRM status to refine your search.

By following these steps, you can efficiently leverage AI Search within Sales Companion to find relevant company data quickly and accurately.