Business snapshots help AI Assist understand your business so it can generate more relevant and personalized content for your outreach campaigns.

Business snapshots are profiles that contain key information about your business, products, target audience, and goals. Think of them as giving AI a briefing about your company so it can communicate on your behalf more effectively.

With business snapshots, you can:

AI Assist uses business snapshots to improve:

Step 1: Navigate to AI Settings from the settings menu in the left sidebar.

Step 2: Toggle Enable AI and choose which profiles these settings apply to:

Step 3: Click + Add Business Snapshot to open the creation form.

Step 4: Complete the business snapshot form:

Business name Enter your company or product name (e.g., "Hyqoo" or "Acme Marketing Solutions").

What is the main product or service your company offers? Describe what your business does and what makes it valuable. Be specific about your unique selling points.

Example: "We're a talent cloud platform connecting companies with pre-vetted, global technical talent. We specialize in matching businesses with remote engineers and developers for project-based and full-time roles."

What is your goal? Explain what you want to achieve with your outreach. Include relevant links like booking calendars or demo pages.

Example: "Schedule discovery calls with CTOs and engineering leaders to discuss their hiring challenges. Booking link: https://calendly.com/yourname/demo"

Upload files Add documents that provide additional context about your business. Supported formats include:

Maximum file size: 10 MB per file, up to 5 files total

Useful documents to upload:

Product or Service Link Add URLs to your website, product pages, or relevant resources. You can add multiple links by clicking the + button.

Who is your target audience or customer base? Select all that apply:

What problem does your product or service solve for your customers? Choose the primary pain points you address:

AI Language Select the language AI should use when generating content.

Tone of voice Choose the communication style that matches your brand:

Step 5: Click Save to create your business snapshot.

Your first snapshot will automatically be set as the default.

Your default business snapshot is used whenever AI generates content outside of specific campaigns - like Post Remix, general message composition, or thread summaries.

To change your default snapshot:

For campaign-specific auto-replies, you can assign a particular business snapshot to ensure AI uses the right context:

Co-Pilot Mode AI generates reply drafts using your selected business snapshot. You review and approve before sending.

Autonomous Mode AI automatically generates and sends replies using the business snapshot assigned to that campaign.

To assign a snapshot to a campaign, select it from the business snapshot dropdown when creating or editing your campaign settings.

Need to update your business information? Here's how:

Changes take effect immediately for all future AI generations.

To remove a snapshot you no longer need:

Be specific in your descriptions The more detailed your business information, the better AI can tailor content to your needs. Instead of "We sell software," try "We provide cloud-based inventory management software for e-commerce businesses with 10-500 employees."

Create snapshots for different use cases If you offer multiple products or target different markets, create separate snapshots. For example:

Include your actual documents Upload real marketing materials, case studies, or product docs rather than typing everything manually. AI can extract relevant details and maintain consistency with your existing content.

Update regularly When you launch new features, change pricing, or shift strategy, update your snapshots to keep AI aligned with your current offerings.

Match tone to audience Use a professional tone for enterprise outreach, but consider friendly or casual tones for startup founders or creative industries.

Test and refine After creating a snapshot, generate some test messages or posts to see how AI interprets your information. Adjust your descriptions if the output doesn't match your expectations.

How many business snapshots can I create? You can create as many business snapshots as needed for your different campaigns and use cases.

Which snapshot does AI use? AI uses your default snapshot for general features like Post Remix and message composition. For campaigns with auto-reply enabled, AI uses the specific snapshot assigned to that campaign.

Can I use the same snapshot across multiple campaigns? Yes. You can assign the same business snapshot to as many campaigns as you'd like.

What's the difference between default and campaign-specific snapshots? Your default snapshot is the fallback AI uses when no specific snapshot is assigned. Campaign-specific snapshots override the default for that campaign's auto-reply feature.

What file types can I upload? You can upload PDF, Word (.doc/.docx), PowerPoint (.ppt/.pptx), and text files (.txt), up to 10 MB each, with a maximum of 5 files per snapshot.

Do my team members see my business snapshots? This depends on your account settings. If you enabled AI for "all accounts," team members using those profiles will use the same snapshots. Individual account settings remain private to that profile.

Can I see how AI is using my business snapshot? Yes. Generate content using AI features like Post Remix or message composition to see how AI incorporates your business context. You can adjust your snapshot based on the results.

Need help with business snapshots? Contact our support team using the chat icon in the bottom right corner of the app.