AI Co-pilot for Lead Enrichment
Welcome to meerkats AI! We have combined the familiarity of a spreadsheet with the power of AI to help you automate lead enrichment, data retrieval from multiple sources, and analysis effortlessly. Whether you’re handling sales prospecting, or market analysis, meerkats AI is designed to make your data work for you. Whether you are just getting started or looking to take your outbound sales to the next level, meerkats AI is here to make it easier, faster, and more intelligent. Ready to dive in? Lets get started
Navigating the meerkats AI Interface
Platform Overview
meerkats AI is designed with a user-friendly interface that combines powerful AI capabilities with a familiar spreadsheet experience. Here’s a quick look at the core areas of the platform:
1. Navigation Menu
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Home: Your central hub to access recent projects, and a summary of recent activities.
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Recently Created Tables: Access all your tables, organized by date of creation. Use the search bar for quick navigation.
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Search For Company/People: Build your list of targeted ICP by selecting the right filters and get a list of leads to target from our existing database
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Templates: Explore our curated Template Gallery with pre-built tables for various use cases. Customize them to suit your needs.
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Import List: Import data from an existing CSV file, URL, Apify and Google Search to start a new project.
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Start From Scratch: Create your own custom blank table, you have default columns as company name and domain, you can modify and customize according to your needs.
2. Table Workspace
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Table View: Visualize and manage your data in a structured table format. You can customize each column by clicking on the headers to access:
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Type: Choose the data type (single-line text, URL, file, number, date, etc.).
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AI Settings: Define if a column has access to AI or not and how AI should retrieve the data for that column.
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Formatting: Apply formatting rules for better data presentation.
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Rerun Column: Re-run the AI analysis for a column whenever needed.
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Hide Column: Temporarily hide columns from view to keep your workspace focused.
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View Options: Add rows, export/import CSV files, and manage tables (rename, duplicate, or delete) to maintain an organized workspace.
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AI Co-Pilot: Get assistance from our AI Co-Pilot for suggestions, table modifications, lead enrichment, insights, and data-related clarifications.
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Sharing: Collaborate by inviting team members or enabling public sharing through a read-only link.
3. Account Settings
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Account: Manage your personal information and account settings.
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Billing: Control your subscription plan and monitor your usage of credits.
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Integrations: Connect third-party tools such as Slack, HubSpot, Smartlead to extend meerkats AI’s functionality. (Coming Soon!)
meerkats AI’s platform offers a streamlined and intuitive experience, enabling you to transform data into actionable insights quickly and efficiently.