WealthSmyth

Welcome to WealthSmyth AI: the end-to-end agency sales platform that helps you find and engage with the right prospects, so you can book more meetings and close more deals with your team.  

Refer to the following sections to learn where to start, and the steps to take to set you and your team up for success in Apollo.

New to WealthSmyth AI and need a bit of guidance? Here's the best place to begin:

<a href="https://wealthsmyth.zoom.us/meeting/register/CtgZzg4GQ5-_D4kN4Razbg#/registration" rel="nofollow noopener noreferrer" target="_blank">Register here</a> for one of our daily live office hours with an WealthSmyth AI expert.

In these live sessions, discover how to make the most of WealthSmyth and learn the best shortcuts to help you automate your workflows and set you up for success. You can also bring your questions along for the ride!

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Create your workspace and invite the people you work with.

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

Ship something

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

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

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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.

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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.

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

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

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

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Welcome to WealthSmyth AI

What is WealthSmyth AI (2 min)?

Overview

Where to Start?

Read the Docs

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Try It Out in WealthSmyth AI