The assessment appears alongside the profile being viewed
The salesperson still chooses which people to check. AI shortens the assessment and shows the data behind its recommendation.
Person responsible for team development
The profile belongs to an HR director at a company in the target segment who has announced the opening of two new branches.
Fit with reasoning
The extension shows the key data, the possible reason for contact and whether the person or company already exists in the CRM.
- assessment against approved criteria
- reasoning and missing information
- saved only after the user decides
Assess profiles faster without bulk data retrieval
The module works with the profile viewed by a sales representative on an authorised account. It does not search LinkedIn unattended.
Assesses fit
It compares the profile and company with the approved target customer profile.
Explains the decision
It shows matching characteristics, gaps and the current context requiring verification.
Saves the selected profile
After the user clicks, it checks for duplicates and adds the data to the queue or CRM.
How does a profile become a verified lead?
Open the profile
The sales representative selects a person and opens their profile on their account.
Read the context
The extension retrieves visible information within the scope allowed by the integration.
Assess the fit
AI compares the profile with the market, the offering and the criteria of the best customers.
Decide whether to save
The user approves the profile, and the system checks for duplicates before adding it.
The assessment uses only available, authorised context
The profile, activity and message history may be used only to the extent visible to the logged-in user and covered by the agreed integration.
What does AI use?
- currently open LinkedIn profile
- target customer profile
- offering map and criteria
- CRM records for duplicate checking
What does the team receive?
- profile assessment with reasoning
- context and missing data
- approved record ready to save
The sales representative selects the profile and decides
AI supports the assessment, but does not launch a bulk process or turn a profile into an active contact without user action.
The sales representative selects the profiles they view and decides each time whether to save the lead.
The module does not perform bulk scraping, search LinkedIn without user involvement, or send invitations or messages.
More context for every assessed profile
The key characteristics are visible without manually comparing several systems.
Every saved lead includes an explanation of why it fits the hotel.
The profile is compared with the CRM before it is saved.
The extension connects the profile, hotel knowledge and CRM
LinkedIn provides authorised access, the extension shows the result beside the profile, and the CRM is used for deduplication and saving.
Related process elements
Frequently asked questions
Does the bot retrieve profiles in bulk?
No. The assessment covers profiles viewed by the user through authorised access.
Is the profile added to the CRM immediately?
Only after the user takes action and in line with the agreed integration.
What is the fit assessment based on?
The target customer profile, offering map, calibration and the available profile context.
Does the module write to the lead?
No. Message suggestions are provided by a separate module, while autonomy is available only in the outbound bot.