Using the AI Matching Feature

17 Jul. 2024

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Overview

The AI Matching feature in the Evolvepreneur® Trusted Network leverages artificial intelligence to help users identify and connect with high-value business contacts efficiently. This feature analyzes your network and preferences to suggest potential connections that can enhance your professional relationships and opportunities.


Steps to Use the AI Matching Feature

1. Accessing the AI Matching Feature:

  • Premium Requirement:
    • Note that the AI Matching feature is available only to premium users. Ensure you have upgraded to the premium plan to access this feature.
  • Navigating to AI Matching:
    • Open your Evolvepreneur® Trusted Network dashboard.
    • Locate the "Match Me" button, which can be found in the search section and other relevant areas within the application.

2. Setting Up Your Match Criteria:

  • Define Geographical Location:
    • Specify the countries or areas where you want to find contacts.
    • Example: "North America excluding South America."
  • Target Audience Specification:
    • Clearly define the type of people you want to meet.
    • Example: “Business owners who run or manage business networking groups, masterminds, round tables, business clubs, retreats, directories.”
  • Detailed Criteria:
    • Provide additional details such as industry, job titles, or specific keywords that best describe your ideal connections.

3. Initiating the AI Matching Process:

  • Starting the Search:
    • Click the "Match Me" button to start the AI-powered search.
    • The AI will analyze your network and preferences to find potential matches.
  • Reviewing Matches:
    • The AI presents matches with scores indicating their relevance (e.g., scores greater than 7 out of 10).
    • Review the list of suggested connections and their profiles.

4. Acting on Suggested Matches:

  • Requesting Introductions:
    • Click the "Request Introduction" button next to the desired connection.
    • The system will facilitate an introduction through a mutual contact if available.
  • Follow-Up Actions:
    • Once the introduction is made, follow up with a personalized message to establish the connection.
    • Use the provided contact details to arrange a meeting or further communication.

5. Maximizing the AI Matching Feature:

  • Regular Updates:
    • Regularly update your profile and preferences to ensure the AI has the latest information for matching.
  • Engagement:
    • Actively engage with the suggested matches to build your network.
  • Feedback:
    • Provide feedback on the accuracy of the matches to help improve the AI’s recommendations.

Frequently Asked Questions (FAQs)

Q1: What is the AI Matching feature in the Evolvepreneur® Trusted Network?

A1: The AI Matching feature uses artificial intelligence to identify high-value business contacts based on your defined criteria, helping you connect with relevant professionals within your network.

Q2: How do I access the AI Matching feature?

A2: The AI Matching feature is available to premium users. To access it, upgrade to the premium plan, then navigate to the "Match Me" button on your dashboard.

Q3: What kind of criteria can I set for AI Matching?

A3: You can set criteria such as geographical location, target audience, industry, job titles, and specific keywords that describe your ideal connections.

Q4: How does the AI Matching feature work?

A4: Once you define your criteria and start the search, the AI analyzes your network and preferences to suggest potential matches. It presents these matches with scores indicating their relevance.

Q5: How do I request an introduction to a suggested match?

A5: Click the "Request Introduction" button next to the desired connection. The system will facilitate an introduction through a mutual contact if available.

Q6: Can I trust the matches suggested by the AI?

A6: The AI uses advanced algorithms to provide the most relevant matches based on your criteria. However, it’s always good to review the suggested profiles and make informed decisions.

Q7: How often should I update my matching criteria?

A7: Regularly updating your profile and matching criteria ensures that the AI has the most accurate and up-to-date information, which helps in providing better recommendations.

Q8: How can I improve the accuracy of the AI Matching feature?

A8: Provide detailed and specific criteria, regularly update your profile, and give feedback on the matches to help improve the AI’s recommendations.

Q9: What should I do after receiving a match?

A9: Review the suggested match, request an introduction if relevant, and follow up with a personalized message to establish the connection.

Q10: Is there a limit to how many matches I can request?

A10: Premium users have access to unlimited matches and introduction requests. Utilize this feature to expand your network effectively.