Lead Recommendation

Yess.ai’s Lead Recommendation feature empowers your team to identify and connect with high-potential contacts who align with your business objectives. Leveraging advanced AI, Yess.ai analyzes your team’s network, historical interactions, and your ideal customer profile to recommend the most relevant leads, transforming sales into a collaborative and strategic process.

Initial Setup: Getting Started with Lead Recommendations

At present, initial setup for Lead Recommendations is not self-serve. To begin, please contact your Account Manager (AM), who will configure lead recommendation for you.

Self-serve setup functionality is coming soon. You will soon be able to manage your configuration directly within Yess.ai.

What is Lead Recommendation?

Lead Recommendation provides a curated list of new leads, each matched to the most suitable team member for introduction—whether that is you, an executive, or a subject matter expert. All recommendations are delivered directly in Slack, organized by the team member best positioned to initiate contact.

How It Works: Two Agents Working Together

Yess.ai uses two complementary AI agents to deliver the most relevant prospects:

ICP Finder Agent

Discovers new prospects that match your ideal customer profile from the broader market.

• Searches multiple data sources for high-potential leads
• Filters prospects against your specific ICP criteria
• Focuses on net-new opportunities to expand your pipeline

Already Connected Agent

Leverages your team’s existing LinkedIn network for warm outreach opportunities.

• Scans team members’ LinkedIn connections for potential prospects
• Identifies which team member has the best relationship for introductions
• Creates LinkedIn messages (skipping connection requests since you’re already connected)

Your Experience

1. Receive Recommendations in Slack

   Both agents deliver findings through unified Slack messages, grouped by the most appropriate team member for each prospect.

   
2. Review and Take Action

   For each lead:

   • Accept: Approve for outreach. Yess.ai prepares the appropriate engagement strategy.
   • Decline: Dismiss the lead (optionally provide feedback to improve recommendations).
   • View More: Access LinkedIn profile or company website for additional context.
3. Bulk Actions

   Use Accept All or Decline All for efficient processing of multiple leads.

Strategic Value

ICP Finder Benefits

Expands reach with qualified prospects, ensuring pipeline growth with high-quality leads

Already Connected Benefits

Leverages existing relationships for warm outreach and higher response rates

Comprehensive Coverage

Combines market discovery with relationship-based opportunities

Smart Prioritization

Balances warm connections with new qualified prospects

What Happens After You Approve a Lead?

The workflow differs based on which agent recommended the lead:

ICP Finder Leads

• Yess.ai initiates connection requests using proven, AI-generated sequences
• Follow-up messages are prepared for after connection acceptance
• Nothing sends without your explicit approval

Already Connected Leads

• Yess.ai skips the connection request (since you’re already connected)
• Creates a LinkedIn message tailored for the existing relationship
• Sends the message to the appropriate sponsor (team member with the connection) for review
• Message sends only after sponsor approval

All approved leads appear in your Yess.ai dashboard for tracking and management.

Best Practices

Review Regularly: Monitor Slack for new leads and respond promptly.
Give Feedback: Declining reasons help both agents improve future recommendations.
Prioritize Warm Connections: Already Connected leads typically yield higher response rates.
Sponsor Responsiveness: For Already Connected leads, ensure sponsors review and approve messages quickly to maintain momentum.

Frequently Asked Questions

Q: What if I don’t receive new leads?
A: Both agents continuously work to find matches. No new leads may indicate you’ve reached daily limits or there are no qualified matches currently available.

Q: Can I customize the leads I receive?
A: Yes. Contact your Yess.ai administrator to adjust targeting criteria for both agents.

Q: How do the two agents complement each other?
A: ICP Finder discovers new market prospects while Already Connected identifies qualified leads from your existing network, providing comprehensive coverage.

Q: Will I know which agent recommended which lead?
A: Yes, Already Connected leads are clearly marked with relationship context and follow a different workflow (direct messages vs. connection requests).

Q: What happens if a sponsor doesn’t approve an Already Connected message?
A: The message won’t be sent, and you can either decline the lead or work with the sponsor to refine the messaging approach.

Need Help?

For questions or to adjust your lead preferences, please contact your Yess.ai administrator or support team.