Turn on Sales Assistant as an admin

Last updated: 3 months ago

Sales Navigator's AI-powered Sales Assistant streamlines prospecting by delivering pre-screened leads, identifying the best paths in, and drafting personalized outreach. Sales Assistant is turned on by default if Lead IQ and AI for Messaging are turned on. As an admin, you can choose to turn Sales Assistant on or off for all users on your account.

Sales Assistant access

You must be an admin to turn on Sales Assistant for your account. We’re gradually making Sales Assistant available, and you can check if you currently have access. We’re not accepting requests for Sales Assistant access at this time. If Sales Assistant isn't available to you right now, you can sign up for the newsletter to be the first to receive Sales Assistant updates. Please note that this feature is being tested and access may be removed at any time.

Get Sales Assistant updates

When you turn on Sales Assistant, Lead IQ, AI for Messaging, and messaging preferences will automatically be turned on for users on your account, as these features are required to power the Sales Assistant experience.

To turn on Sales Assistant for all users on your account:

  1. Sign in to Sales Navigator.

  2. Click Admin in the top menu.

  3. Click Admin Settings in the top menu.

  4. From the left pane, click AI-assisted Features.

  5. Turn on the Sales Assistant toggle. If you don’t see the Sales Assistant option, the feature might not currently be available to you.

    • You’ll see a pop-up explaining that turning on Sales Assistant automatically also turns on Lead IQ, Message Assist, and messaging preferences, as these features are required to power the Sales Assistant experience.

Important to know

The messaging preferences feature in Sales Assistant helps capture sellers’ personal style when it generates future message drafts. By default, when Sales Assistant is turned on, messaging preferences are available to all users on an account, and each user can turn the feature on or off from their Privacy and data settings. If you’d like to turn off messaging preferences for everyone on your account, you’ll need to turn off Sales Assistant.

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