The Process

How Via AI Works

Via AI reads the contact metadata your team already has — email header patterns, CRM records, LinkedIn connections — and surfaces every warm path between your org and any target account. Four steps from cold list to booked meeting.

Step-by-step walkthrough

Step 01

Connect your org's data sources

Link Via AI to your CRM (HubSpot or Salesforce), your email provider (Gmail or Outlook), and your team's LinkedIn accounts. Via AI reads connection metadata and contact lists only — not the content of any emails. Your data stays in your account; Via AI builds only the relationship graph.

Step 1 — connect your CRM and email to Via AI, showing data source icons flowing into the platform

Step 02

Via AI maps your relationship graph

The graph engine aggregates connection data across your entire team — every colleague, customer, advisor, and investor your team has interacted with. It weights relationships by recency and depth, so the paths it surfaces are warm, not just nominal connections.

Step 2 — Via AI mapping relationship paths, showing a clean network graph visualization on a light interface

Step 03

Search for your target account

Enter the name of the company or person you want to reach. Via AI searches the relationship graph and surfaces every path from your team to that target — sorted by number of hops and relationship strength. You see who can make the introduction and exactly how they're connected.

Step 3 — requesting a warm introduction through Via AI with a single click action interface

Step 04

Request the introduction with one click

Via AI drafts a concise, professional introduction request on your behalf and sends it to the connector with a single click. The connector can accept and forward the intro directly to the target — or adjust the message before sending. No awkward cold asks; just clean, professional intros.

Intro request sent — awaiting connector's response

Privacy-First by Design

We read headers, not bodies. We build graphs, not databases.

Via AI accesses email header metadata only — the To, From, and CC fields that tell us who communicates with whom, not what was said. We read LinkedIn connection lists, not profile content. Your CRM data stays in your account; Via AI derives a relationship graph from it without copying your records. No individual team member's connections become visible to the rest of the team unless that person explicitly consents. We do not scrape public web pages or purchase third-party contact lists — every node in your graph traces back to a connection your team already holds.

See the intro paths your team already has — right now.

Connect your org in under five minutes. Via AI builds your relationship graph immediately and shows you every warm path to your target accounts. No credit card required.

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