Sales & Outbound

Social Selling Assistant

Drafts personalized connection notes for target buyers.

Connection requests with blank notes get ignored, and writing a good one for every target buyer takes time reps spend elsewhere. The Social Selling Assistant drafts short, personalized connection notes and follow-up messages for the buyers you are targeting.

Each draft draws on what the team's memory knows: the account, any mutual context, and the angle that has worked with similar buyers. Drafts queue for the rep to approve; the agent never posts or messages on its own.

What it does

  • Drafts personalized connection notes for target buyers on professional networks.
  • Suggests an engagement angle based on the prospect's role and the account's history in memory.
  • Prepares follow-up message drafts that continue a conversation once a connection is accepted.
  • Prioritizes which targets to reach out to each week based on deal activity.
  • Tracks which notes get accepted and replied to, recording outcomes in memory.
  • Flags buyers who recently engaged with the team as warm targets.

How it works

  1. 1Install the agent into your team's memory and define the target buyer list.
  2. 2Connect your CRM and professional network integration categories through OAuth.
  3. 3On schedule the agent picks the week's targets and drafts a personalized note for each.
  4. 4Drafts queue for human approval before anything is sent; nothing is posted on its own.
  5. 5Approved notes go out, and acceptances and replies are recorded back into memory.

Works with

Social accounts:LinkedInFacebook PagesInstagramBufferHootsuitePublishing and monitoring social presence.
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.

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