KnowledgeNet.ai

To keep internal conversations confidential or to invite external users to participate, create a private room.

Creating a private room

Add new users to your organization's Knowledge Space so they can share relationships & interactions with the team & grow your KnowledgeMap™.

Adding/Inviting a user to your organization's KnowledgeNet.ai

The ability to nest comments means that users can reply to a comment, and reply to a reply to a comment, and so on.

Using nested comments

Find out who had the most recent email with, the most recent meeting with, and the most recent post referencing an account or contact.

Viewing relationship intelligence

News intelligence is external company information pulled in from the Web and incorporated into records with associated accounts.

Viewing news intelligence

By default, you do not receive notifications for the posts that you author to reduce the volume of notifications in your inbox.

Email notifications for your own posts

Administrators decide how to structure communication on various topics using rooms.

Creating a public room

External users are third parties that can be added to specific rooms without getting access to an organization's entire KnowledgeNet.

Adding an external user to an organization

Posting in KnowledgeNet.ai

See emails and files exchanged with and people connected to accounts and contacts when you connect you email address to KnowledgeNet.

Viewing "My Interactions"

Reply directly to a KnowledgeNet post without leaving your inbox.

Replying to a KnowledgeNet post from an email notification

Visualize connections and access interactions with every contact and account with which you've communicated.

Video Tutorial: Building Your KnowledgeMap™

External users are third parties that can be added to specific rooms without gaining access to an organization's entire KnowledgeNet.

Adding an external user to a room

Getting help

You can find warm paths to more opportunities by syncing your LinkedIn contacts with your KnowledgeNet.ai.

Syncing your LinkedIn Connections to your KnowledgeNet.ai

Administrators decide how to organize information within items on their main navigation menu on the KnowledgeNet.ai dashboard.

Creating folders

Step-by-step instructions to create a custom list to track individuals, companies, and other items.

Creating a custom list

Bookmarking KnowledgeNet on iPhone and Android mobile phones

Connecting your email allows you to build KnowledgeMaps, access interactions, and track relevant activity across your organization.

Connecting an email address to KnowledgeNet

Administrators can add new menu items to the main navigation menu on the KnowledgeNet.ai dashboard.

Creating new main navigation menu links

This extension cross-references domains with your internal relationship data to reveal useful relationships, history, and conversations.

Installing the KnowledgeNet.ai Browser Extension (Chrome / MS Edge)

An overview of what KnowledgeNet.ai is and how it helps you grow your business.

Video Tutorial: What is KnowledgeNet.ai?

Bringing a message into KnowledgeNet instead of keeping it in email has multiple advantages.

Uploading an email into KnowledgeNet using the Outlook Add-in

One search returns results across internal messages, accounts, contacts, deals, files, rooms, and email content.

Searching KnowledgeNet

See what the KnowledgeNet.ai widget looks like inside email or a web browser.

Video Tutorial: KnowledgeNet.ai Widget Quick Tour

Organize groups of accounts or contacts into lists to make it easy to track your areas of interest.

Using Lists in KnowledgeNet.ai

Following accounts

Using the # symbol to hash tag

Follow a room or hash tag with real-time alerts or change the setting to limit notifications.

Changing email notification settings

Create new accounts with just two pieces of information.

Creating a new account record

Create new contacts with just three pieces of information.

Creating a new contact record

Using the @ symbol to mention other users

Notification guide on comments to posts

Making a private post

Moving the post & comment boxes

Get relationship intelligence about contacts and accounts (and more) while reading or composing email, without leaving your inbox.

Installing the KnowledgeNet.ai Outlook Add-in

Get access to everything your company knows about an organization, customer, and new prospects without leaving your Gmail or Outlook inbox.

Using KnowledgeNet.ai inside email

Refine searches to specific industries by using the following industry terms or Standard Industrial Classification (SIC) codes.

Searching companies & people by industry term and SIC codes

Deleting an organization will purge all that organization's data.

Deleting an organization (Admin)

This article summarizes the relevant steps to properly install the KnowledgeNet.ai Outlook Add-In at the organization level.

Adding the KnowledgeNet.ai Outlook Add-in to your organization as an integrated app

This article provides the relevant steps required to properly setup KnowledgeNet.ai Web Traffic Intelligence with LeadLander integration.

Setting up KnowledgeNet.ai Web Traffic Intelligence

Adding the Tracking Code into your website(s) is the last step to successfully enable KnowledgeNet.ai Web Traffic Intelligence.

Embedding Web Intelligence Tracking Code into Your Website(s)

The following CRM integrations are "self-serve." To connect, you need Administrator privileges in both the KnowledgeNet.ai and CRM accounts.

Connecting Your CRM with KnowledgeNet.ai

If you prefer to get verification codes via text message (in addition to email), save your phone information in your User Profile.

Receiving Verification Codes Via Text

Mouse over any email or web address on any web page and surface everything KnowledgeNet.ai knows about that contact or company

Enabling the KnowledgeNet.ai Tooltip

Connecting ClaritySoft CRM with KnowledgeNet.ai

Connecting Copper CRM with KnowledgeNet.ai

Connecting HubSpot to KnowledgeNet.ai

Connecting Keap CRM to KnowledgeNet.ai

Connecting Outreach with KnowledgeNet.ai

Connecting Pipedrive CRM to KnowledgeNet.ai

Connecting Prophet (now Avid) CRM to KnowledgeNet.ai

If a user changes roles or leaves your organization, take these steps so they no longer have access to your KnowledgeSpace™.

Disabling/Removing a user from your organization's KnowledgeNet.ai

Connecting Salesforce to KnowledgeNet.ai

Connecting Zoho to KnowledgeNet.ai

Connecting Constant Contact to KnowledgeNet.ai

Find your next lead by extracting the networks of your first-degree connections.

Benefitting from LinkedIn super-connectors

Get an interaction history, personality insights, and hyper-customized sales support in seconds.

Prepping for productive meetings

Microsoft Office 365 admins can set up KnowledgeNet.ai users' accounts to sync with KnowledgeNet.ai automatically using this guide.

Adding Admin SSO & Email Sync Authorization

Change how you leverage your LinkedIn Connections with a jaw-dropping amount of actionable intelligence.

Exporting Your LinkedIn Connections

For more prospecting power, buy blocks of add-on credits that can be used by anyone in your KnowledgeNet.ai organization.

Purchasing add-on credits for your organization

Exporting lists as Microsoft Excel files

Alyssa Theodore

An ever-growing library of short articles with photo and video illustrations on navigating KnowledgeNet. 

How-To Guide

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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