Sales & Outbound

Referral Ask Bot

Requests intros from happy customers after closed-won deals.

The best moment to ask for an introduction is right after a customer wins with you, and it is exactly the moment everyone moves on to the next deal. The Referral Ask Bot drafts intro requests to happy customers when deals close won, so the ask actually happens.

It uses the team's memory to pick the right contact, the right moment, and the specific outcome worth referencing in the ask. Every request queues as a draft for a human to approve; nothing is sent to a customer automatically.

What it does

  • Drafts referral and introduction requests triggered by closed-won deals.
  • Selects the right contact to ask, based on engagement recorded in memory.
  • References the specific outcome the customer achieved to make the ask concrete.
  • Suggests target companies where an introduction would be most valuable.
  • Times the ask to follow a success moment, such as a completed onboarding.
  • Tracks asks, responses, and resulting introductions in memory.

How it works

  1. 1Install the agent into your team's memory and set the rules for when an ask is appropriate.
  2. 2Connect your CRM and email integration categories through OAuth.
  3. 3When a deal closes won or a success milestone is recorded, the agent drafts a tailored referral request.
  4. 4The draft queues for human approval before sending; nothing goes out on its own.
  5. 5Approved asks are sent, and responses and introductions are tracked in memory.

Works with

CRM:SalesforceHubSpotPipedriveZoho CRMCloseWhere accounts, contacts and deals live.
Email (optional):GmailSendGridOutreachSalesloftInstantlySending and reading the messages this agent works with.
Calendar & scheduling (optional):Google CalendarCalendlyCal.comReading availability and booking meetings.
Call & meeting transcripts (optional):Fireflies.aiZoomMicrosoft TeamsOtter.aiGrainWhere recorded conversations come from.

You connect these from the memory's settings after installing — one provider per category is enough.

Runs on top of your team's shared memory — reads approved data only.

Sign up