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Compass: Training Katie on Your Business

Compass is your home base for updating important documents about your company, this is where you teach Katie your unique value proposition

Stav Levi avatar
Written by Stav Levi
Updated today

Watch Tutorial here:

What is Compass?

Compass powers Katie's ability to represent your brand authentically.

Here, you upload and refine:

  • Your company pitch
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  • Your key customer triggers
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  • Keywords Katie should prioritize

  • DNC
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  • Knowledge files like case studies and playbooks

Step 1: Upload Your Website URL

  • In the Compass dashboard, add your company's website URL.
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  • Hit Generate.
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  • Katie will scan your site and automatically pull key elements like:
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    • What your company sells
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    • Common customer pain points
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    • Key value propositions
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    • Proof points (metrics, awards, social proof)

In our example, we used Slack - Katie learned instantly that Slack offers AI-powered work management tools that streamline communication and boost productivity.

Step 2: Review and Edit Your Pitch

Once the data is pulled:

  • Kaite will automatically fill out or you have the opportunity to refine:
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    • Company Name
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    • What are you selling
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    • Pain Points
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    • Value Propositions
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    • Proof Points
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Make sure the language sounds natural and aligned with how your team would describe your solution.

When ready, hit Save.

Step 3: Fine-Tune Keywords

  • Move to the Keywords tab.
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  • Katie will suggest keywords based on your business.
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  • You can add or remove keywords related to your industry, product features, and customer needs.

Example for Slack:

  • Productivity tools
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  • AI work management
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  • Salesforce integration
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  • Team messaging
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  • Workflow automation

Tip: Good keywords help Katie find more relevant leads and better trigger events.

Step 4: Manage Your DNC (Do Not Contact) List

Use the DNC list to prevent Katie from contacting specific companies or individual prospects that you’ve excluded from outreach.

  • Navigate to the DNC list tab.

Add Excluded Companies

  • Under the Companies tab, begin typing to search and add specific companies (e.g., LinkedIn, Amazon, Microsoft).
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  • These companies will be excluded from all future outreach.

Upload a Domain List

  • To exclude companies in bulk, click Upload domain list.
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  • Make sure the uploaded file includes clear domain identifiers (e.g., microsoft.com, amazon.com).

Add Individual Prospects

  • Switch to the Prospects tab to manually enter or upload individual contacts you want Katie to skip.
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  • This is useful if you’ve already reached out to certain people or have internal do-not-touch policies.

Step 5: Set Prospecting Triggers

Head over to the Triggers tab.

This is where you tell Katie what signals matter most when prospecting.

You can select company-level and personal-level triggers like:

  • Funding announcement
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  • Product launch
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  • Leadership change
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  • Job change (promotion, new role)
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  • Work anniversary

Tip: Setting strong triggers ensures Katie reaches out at exactly the right moment.

Step 6: Upload to the Knowledge Base

The Knowledge tab lets you add case studies, playbooks, one-pagers, and other important documents.

Katie uses this material to further refine messaging and outreach.

  • Click Add File to upload PDFs or other assets.
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Knowledge files are optional, but highly recommended.

Tip: More context = more powerful, informed conversations with prospects

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