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 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 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 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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