Sales Navigator's AI-powered Sales Assistant streamlines prospecting by delivering pre-screened leads, identifying the best paths in, and drafting personalized outreach. Discover tips to use Sales Assistant more effectively, get more relevant leads, and generate personalized message drafts.
Sales Assistant access
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.
Refine your lead preferences to get more relevant leads
Here's a tip
To get the most relevant leads in Sales Assistant, we highly recommend giving detailed feedback after you mark a lead as Not a fit. This feedback helps Sales Assistant refine your preferences and re-evaluate your leads in real time.
Your lead preferences help Sales Assistant recommend relevant leads. Lead preferences are based on the lead criteria you chose when you set up Sales Assistant, the account list associated with Sales Assistant, and the feedback you give after marking leads as Not a fit. To review your lead preferences and adjust them if needed:
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Go to your Sales Assistant preferences and click Edit next to Lead preferences.
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Confirm that your must-have criteria include your most important requirements. Sales Assistant will only recommend leads that fit these descriptions.
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Add nice-to-have criteria for qualities that you'd prefer but aren't a requirement. Leads that also fit the nice-to-haves will be ranked higher in your recommended leads.
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Click Update in the lower-right corner. You may need to review the changes and click Save to confirm.
Optimize your product or service for tailored lead recommendations and outreach
The product or service you select in Sales Assistant helps customize your lead recommendations and outreach messages based on what you sell. To view and optimize your product or service:
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Go to your Sales Assistant preferences and click Edit next to Product or service. Confirm that the product or service listed is relevant to your prospecting needs. If needed:
- Select a different existing product or service from the list. You can edit an existing product for accuracy or to add more details.
- Click +Add product or service at the bottom to add a new one, if your admin allows you to add your own products.
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Click Save in the lower-right corner.
Focus your account list on your top priority accounts
The account list (book of business) you select in Sales Assistant helps generate leads relevant to your target accounts. To view your account list and adjust it if needed:
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Visit your Sales Assistant preferences and click Edit next to Account list. Confirm that the account list is relevant to the leads you’d like Sales Assistant to recommend. The list must have at least five accounts and should focus on your top priority accounts, as large lists may reduce the relevance of lead recommendations.
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If needed, select a different account list from the options, or click +Create account list at the bottom to add a new one.
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Click Save in the lower-right corner.
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Keep your account list current by updating your book of business.
Here's a tip
When you’re reviewing leads in Sales Assistant, use the account list dropdown in the upper-left corner to narrow or broaden your prospecting. Try getting recommended leads across your entire book of business, or focus on leads within a specific account.
Refine your messaging preferences to capture your personal writing style
You can choose to use messaging preferences to help Sales Assistant capture your personal style in message drafts. When you edit the message drafts that Sales Assistant generates, Sales Assistant can adapt to your messaging preferences and apply them when it generates future message drafts, subject to your Privacy and data settings.
To review your messaging preferences and adjust them if needed:
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Go to your Sales Assistant preferences and click Edit next to Message preferences. Make sure your preferences are relevant to your outreach style.
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To add new preferences or adjust existing ones, give Sales Assistant custom instructions when you edit message drafts.
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To remove a preference, hover over the preference and click the
Remove icon. -
Click Save in the lower-right corner.
Keep track of Sales Assistant leads and engage them at the right time
Include leads from Sales Assistant in your sales workflow and follow up with them as needed:
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To view leads you’ve marked as a good fit but you haven’t engaged with, click the Good fits pending outreach tab in the top left. Leads will appear here if you haven’t sent them a message or connection request yet.
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Use the
More menu on lead pages within Sales Assistant to engage with and keep track of your leads:- Send a LinkedIn connection request or view or copy a link to their LinkedIn profile.
- Add the lead to your CRM (Advanced Plus only).
- Add a private note (not visible to the lead). For easier collaboration, you can optionally share the note with other Sales Navigator users at your organization.
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Leads that you mark as a Good fit are automatically saved to a system-generated list titled “Good fits from Sales Assistant" for easier access in the future.
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We recommend regularly checking your lead recommendations in Sales Assistant. To receive email updates with your new leads, go to your Email notifications settings and scroll down to confirm that the Sales Assistant Email Updates toggle is turned on.
Sales Assistant training
Explore additional Sales Assistant training in the Sales Navigator Learning Center:
- Pro tips for new business prospecting (video)
- Driving team success with Sales Assistant: Manager best practices (video)
- Learn how sellers at other companies are using Sales Assistant in their prospecting workflows:
Related tasks
Learn more