Skip to main content
  • EN

🚀 Set Up Sales Assistant

Set up Sales Assistant to customize it to your needs.

📖 Read setup guide 🎥 Watch setup video

Don't have access to Sales Assistant?

We're gradually making Sales Assistant available, and you might not currently have access to it. This feature is being tested, and access may be removed at any time. Check your current access.

If you don’t have access yet, simplify your future setup by optimizing your products and services, book of business, and personas now.

Prepare as a User Prepare as an Admin

Tip: Get an overview of how Sales Assistant helps you find leads, choose the best path in, and customize your outreach.

🎥 Watch overview

As a User, I Want To...

Streamline prospecting with Sales Assistant.

Discover

Get relevant leads, daily

Review your pre-screened leads to uncover all the right people in the buying group. We highly recommend giving feedback on leads that aren’t a fit, which automatically refines your future lead recommendations.

📖 Review leads 📖 Refine lead recommendations
Certify

Earn a certificate

Discover how Sales Navigator uses the power of Microsoft, OpenAI, and LinkedIn data to support your sales journey, helping you connect, build relationships, and move deals forward with greater insight and efficiency.

📖 Complete the course to earn a certificate

As an Admin, I Want To...

Manage Sales Assistant for my team.

Manage

Manage admin settings for Sales Assistant and related features

As an admin, you can turn Sales Assistant and other AI-assisted features on or off for all users on your account. Keep in mind that Lead IQ, Message Assist, and messaging preferences will be automatically turned on if Sales Assistant is enabled, as these features are required to power the Sales Assistant experience.

📖 Turn on Sales Assistant 📖 Turn off Sales Assistant 🎥 Manage Generative AI Features in Sales Navigator

👥 Join the Discussion with Community Peers

Exchange Sales Assistant best practices with other sellers and Admins and get insights from industry thought leaders and product experts.

🗓️ Attend an Event to Learn More

Register for upcoming events hosted by Sales Assistant experts, including live demos and Q&A sessions.

Terms & ConditionsAccessibility statement