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

  • Home: Your central hub to access recent projects, and a summary of recent activities.

  • Recently Created Tables: Access all your tables, organized by date of creation. Use the search bar for quick navigation.

  • 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

  • Templates: Explore our curated Template Gallery with pre-built tables for various use cases. Customize them to suit your needs.

  • Import List: Import data from an existing CSV file, URL, Apify and Google Search to start a new project.

  • 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

  • Table View: Visualize and manage your data in a structured table format. You can customize each column by clicking on the headers to access:

    • Type: Choose the data type (single-line text, URL, file, number, date, etc.).

    • AI Settings: Define if a column has access to AI or not and how AI should retrieve the data for that column.

    • Formatting: Apply formatting rules for better data presentation.

    • Rerun Column: Re-run the AI analysis for a column whenever needed.

    • Hide Column: Temporarily hide columns from view to keep your workspace focused.

  • View Options: Add rows, export/import CSV files, and manage tables (rename, duplicate, or delete) to maintain an organized workspace.

  • AI Co-Pilot: Get assistance from our AI Co-Pilot for suggestions, table modifications, lead enrichment, insights, and data-related clarifications.

  • Sharing: Collaborate by inviting team members or enabling public sharing through a read-only link.

3. Account Settings

  • Account: Manage your personal information and account settings.

  • Billing: Control your subscription plan and monitor your usage of credits.

  • 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.