Warm Intro Paths & Personalized Message Generation

Warm Intro Paths surface existing connection routes between your team and contacts at a target account — enabling warmer outreach instead of cold contact.

Warm Intro Paths appear in the Contact Side Drawer across: Org Chart, Whitespaces (Buyer Committee), Opportunities (Contact Map), and Relationship Network.

Types of connections

Connection type	Description
Past Colleague	Both individuals worked at the same company during overlapping periods
Alumni	Shared educational institution (same graduation batch or overlapping enrollment)
LinkedIn	Direct LinkedIn connection
Education	Same school, non-overlapping years

Generating a personalized message

When you want to act on a warm intro path, click Ask for Intro or Generate Message to create an AI-written outreach message. Two use cases are supported:

1. Warm Introduction Request — a message to a colleague on your team asking them to introduce you to the target contact

2. Direct Outreach — a message directly to the target contact

The AI generates the message using the account context, contact profile, Whitespace or Opportunity context, and the connection path. You can edit the message before sending.

Sending the message

Channel	Status
Slack	✅ Available — send directly from AccountOS via the Slack connector
Gmail / Outlook	🔜 Planned — currently copy/paste only
LinkedIn	🔜 Planned — currently copy/paste only

Still have questions? Reach out at [e-mail]