- Step1: Connect your community source such as Slack, Discord, email list, Circle, or CRM.
- Step2: Import member profiles, roles, interests, goals, and other matching attributes.
- Step3: Configure matching rules based on criteria like seniority, location, skills, or cohort.
- Step4: Choose the program cadence, such as weekly, biweekly, or monthly rounds.
- Step5: Let the AI generate matches and send personalized introductions automatically.
- Step6: Track engagement, feedback, and connection quality from the dashboard.
- Step7: Repeat programs on autopilot and adjust rules as your community grows.