You can create a referral opportunity in Introzy by emailing [email protected]. Kai reads the email, extracts the relevant details, and creates the opportunity in your Referral Opportunities pipeline automatically for you.
Before you start
You must send from the email address you use to log in to Introzy. Kai identifies you by your sender email.
The person you're connecting the seeker to (solution provider) must already have a profile in your Introzy organization.
The person being referred (seeker) can be new to Introzy—Kai will create their contact record when the opportunity is created.
How to submit a referral
Option 1: Write a new email
Compose a new email from your registered Introzy email address.
Address it to [email protected].
In the body, include:
The seeker's name and email address
The solution provider's email address
Any relevant context about the referral
Send the email.
Kai replies confirming the opportunity was created, with a direct link to view it in Pipelines → Referral Opportunities.
Option 2: Forward an existing email thread
If you have an existing email intro or conversation, forward it to [email protected]. Kai reads the forwarded content and extracts the referral details from the thread.
Open the email thread you want to use.
Forward it to [email protected].
Optionally add context in the forwarded message body.
Send the forward.
Kai uses the full thread history, so you do not need to repeat information that appears in the quoted text.
Option 3: CC or BCC [email protected] on a reply
If you're already in an email conversation with or about the seeker and provider, you can bring Kai in by adding [email protected] to the CC or BCC field when you reply.
Open the email thread you want to use.
Reply to the thread, adding [email protected] to the CC or BCC field.
If the thread does not already make clear who the seeker and provider are, include their names and email addresses in the body of your reply.
Send the reply.
Kai reads the full thread and extracts referral details automatically. If the seeker or provider cannot be identified from the conversation, Kai will reply asking for the missing information.
What happens after you send
Opportunity created: Kai sends a confirmation email with a link to the new deal in Pipelines → Referral Opportunities. The deal appears in the New Referral stage.
More information needed: If Kai can't identify the seeker, provider, or your account, it replies asking for the specific details it needs.
For example:
Hi Nicole,
Everything looks great — I have Karen Lee ([email protected]) as the seeker and the referral intent is clear.
The one thing I need to sort out is the provider: the email you provided didn't match an existing user in your workspace. Could you double-check the email address they use to log in to Introzy? Once I have the right address, I can get this intro created.
— Kai (automated)
Reply in the same thread with the missing details. Kai reads the full conversation history, so you don't need to re-state what you already provided. No opportunity is created until Kai has everything it needs.
No reply received: If your email body is empty, Kai does not reply. Add your referral details to the body and send again.
FAQ
Does the solution provider need to already be in Introzy?
Yes. The person you're connecting the seeker to must already have a profile in your Introzy organization. If they aren't in Introzy yet, add them first through People or Companies, then send your referral email.
Can the seeker be someone who isn't in Introzy?
Yes. If the person being referred doesn't have an Introzy account, Kai creates their contact record automatically at the time the opportunity is created.
Can I use any email address to submit a referral?
No. You must send from the email address linked to your Introzy account. Emails sent from unrecognized addresses receive an automated reply and no opportunity is created.
Can I submit a referral on behalf of another user?
No. Kai identifies the connector by the sender email address. You can only create referrals as yourself.
Will Kai find the solution provider if I only provide a company or product name?
Not currently. Kai needs the provider's specific email address to match them to a profile in Introzy. If you mention a company or product name without an email, Kai will ask you for the person's email address.
What happens to attachments?
Attachments are not processed. Kai uses the message body, available quoted thread content, and email participant headers such as From, To, and CC.
What if I belong to more than one Introzy organization?
Kai uses the single organization associated with your account. Submitting referrals to a specific organization via email is not currently supported—use the Create Referral button in the app to select a specific organization.
Is there a limit to how many referrals I can submit by email?
Rate limits apply to prevent abuse. In normal use you will not encounter them.
Troubleshooting
"We couldn't find an Introzy account for your email address"
Cause: Your sender email does not match any Introzy user account.
Solution: Check that you're sending from the same email address you use to log in to Introzy. If you need to update your account email, contact support.
I sent an email but received no reply
Cause: The email body was empty.
Solution: Add your referral details to the email body and send again.
I received a confirmation but can't find the opportunity in the app
Cause: The confirmation email links to Pipelines → Referral Opportunities. If the link returns an error, you may have followed an outdated link format.
Solution: Navigate directly to Pipelines → Referral Opportunities in Introzy and look for your recently created deal.
Kai is asking for information I already provided
Cause: This can happen in longer threads when context doesn't thread correctly.
Solution: Kai uses information from the entire email conversation and asks only for details that are missing or ambiguous. If a reply appears to ignore information already present, keep the original thread intact and contact support.