Using the Matcher

Step 1: Prepare Your Contacts

Before using the Matcher, gather your contact list. The more information you provide, the better the matching will be.

Ideal contact information includes:

• Full name
• Job title or role
• Company or organization
• Any notes about the person

Step 2: Upload Your Contacts

Navigate to the Matcher page and upload your contacts. You can:

• Paste data directly from a spreadsheet
• Upload a CSV file
• Type or paste plain text

Step 3: Run the Matching

Once your contacts are uploaded, click the button to start matching. The AI agent will analyze each contact and determine their relevance.

You'll see a real-time workflow showing:

• Current processing step
• Progress through your contacts
• Preliminary results as they come in

Step 4: Review Results

When matching is complete, you'll see your contacts ranked by match quality. For each contact, you'll see:

• Match score
• Reason for the ranking
• Suggested next steps

Step 5: Take Action

Use your results to prioritize outreach:

• Start with your highest-ranked matches
• Use the reasoning to personalize your outreach
• Keep notes on conversations for future reference

Tips for Better Results

• Include as much context about each contact as possible
• Add notes about how you know each person
• Run the Matcher periodically as your network grows
• Use results to inform, not dictate, your outreach strategy