How it works

How Boomerang AI works.

Rudy, our AI referral agent, is only as good as the context he can see. Boomerang AI builds that context from the systems you already use, then turns it into introductions.

Who knows whomEvidenceRulesTiming
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The stakes

Every intro is a judgment call. Most get made from memory.

Before a warm intro happens, someone has to answer questions like these. Most teams answer them from memory, a Slack ask, or not at all.

Who on our side knows the CFO?Who should make the ask?Is now the right time?Will the connector say yes?Is this deal big enough for a board favour?Which customer knows this buyer?Who on our side knows the CFO?Who should make the ask?Is now the right time?Will the connector say yes?Is this deal big enough for a board favour?Which customer knows this buyer?
Did our champion just change jobs?Has anyone asked this investor this month?Who is the real economic buyer?First, second or third degree path?What happened to the last intro we asked for?Which account is quietly single threaded?Did our champion just change jobs?Has anyone asked this investor this month?Who is the real economic buyer?First, second or third degree path?What happened to the last intro we asked for?Which account is quietly single threaded?

Rudy answers them well only when he can see the context. That context lives in four layers.

The context graph

Four layers of context. Rudy needs all four.

Who knows whom gives the structure. Evidence supplies the facts. Rules keep connectors willing. Timing decides when to ask. Miss one and the intro either never happens or burns a favour.

TIMINGRULESEVIDENCEWHO KNOWS WHOM
Rudy reads all fourthen makes the ask
Layer 1

Who knows whom

Your team, investors and advisors, customers and champions, and partners. First, second and third party paths into every account.

Executives and foundersBoard, investors, advisorsCustomer championsPartners
Layer 2

Evidence80+ signals

How well people actually know each other. Rudy reads 80+ signals from where work already happens.

CRM historyCalendarsCall transcriptsSlackLinkedIn engagementWork overlaps
Layer 3

Rules

What each connector is willing to do, and who on your side should ask them.

Connector limitsInternal intro orchestrationCustomer intros routed through the CSM (a 2-hop path)Board intros via the founderDeal size floors
Layer 4

Timing

The moments when an ask is worth making: a stalled deal, a fresh signal, a cross-sell opening or an upcoming renewal, caught the day they happen.

Stalled dealsClay, Common Room and Outreach signalsCross-sell signalsUpcoming renewalsJob changes
Why nothing else solves this

Every team has fragments. Almost none have the whole picture.

Your CRM

Holds the deals and contacts. Not who on your side knows them, or how well.

LinkedIn Sales Navigator

Shows who you are connected to on LinkedIn, including TeamLink. Boomerang AI adds customers, investors and partners, then runs the intro.

Signal tools

Tell you when an account is in market. Not who can get you in.

The Slack ask

Reaches whoever is watching the channel that hour, and leaves nothing behind for next quarter.

Boomerang AI assembles the context. Rudy gets you the intro.

He finds the path, picks who should ask, drafts the ask in the connector's voice, routes it, follows up and tracks it to the meeting. The person who owns the relationship always sends.

3xclose rate on nearbound vs outbound at 1mind
26,000warm intro paths mapped for Armis
12%reply rate on re-engaged champions at Storylane

About 60 minutes of technical setup, graph in under a day, full go-live in about a week. MCP access on Team, Company and Enterprise.

What Rudy does with it

Every account has a way in. Rudy finds it, and gets you the intro.

A signal can set him off, or you can ask from wherever you are working. He pulls in your tools and Boomerang's relationship data, finds the people who already know your buyer, and works the intro in one hop or two: if the connector is outside your company, he knows which teammate should ask them, and routes the request through that person.

Triggerswhat sets Rudy off
Rudy acts on his own
Signals · via CRM webhook
Buying signalsOpportunity changesJob changesUpcoming renewals
On a schedule · via calendar
Upcoming meetingsDaily meeting brief

Standing rules depend on your plan. See pricing.

You ask Rudysurfaces
Slack
LinkedIn company & people pages
Sales Nav company & people pages
SalesforceHubSpotAttioCRM account & contact pages
Company websites
Claude, GPT & other LLMsvia MCP

Web pages via the Rudy Chrome extension.

Contexttools & DBs

Your tools

SalesforceHubSpotAttioCRMrecords
Slack
Call recordingsvia Slack
Calendar

Data

Contact DB
Account DB
Investor DB
Rudy
Rudy

Your AI colleague
for warm intros


Super Connectors he routes through

ChampionsInvestorsAdvisors ExecutivesPower usersPartners Nominated by your team

Warm intro paths

By accountBy connectorBy prospect

Every path comes with

  • Reasoning: how the connector knows them, and how you know the connector
  • Super Connector strength
  • Next best action, one hop or two
  • Strategy development
  • Request management
  • Plays

Delivered

You asked: right where you asked

Signal or schedule: Slack DM or the deal channel

Rudy, your AI colleague for warm intros. He never sends; the person who owns the relationship does.

Ask him from Claude or ChatGPT on Team and up · Plans from $80 a month

The GTM teams closing on relationships run on Boomerang.

1mind Armis Dropzone AI Dust Halcyon Informatica Oak Recruiterflow Storylane 1mind Armis Dropzone AI Dust Halcyon Informatica Oak Recruiterflow Storylane
See it work

One account, start to finish.

Here is Rudy on Siemens Healthineers: finding your connectors, mapping who knows whom, answering signals and asks, getting the intro made, and keeping the graph current afterwards.

BxRudy
+ Invite teammates
Workbench
Network
Connectors1,260
Accounts1,279
Paths
Warm Intro Admin
Agent
RECENT CHATS
Warm paths into Siemens Healthineers
Who signs above $250K?
Draft the ask for Nina
ECEmily CarterAccount Executive
Workspace

Your org's workspace summary, connected integrations and team.

OverviewIntegrationsIntro RadarTeamsOrganization
Workspace integrations

Connect these once and the whole team benefits. Technical setup takes about 60 minutes.

CRM
S

Salesforce

Two-way sync of contacts and leads.

✓ CONNECTED
H

HubSpot

Two-way sync of contacts and leads.

Connect
A

Attio

Company and deal context for Rudy.

Connect
C

Clarify

Company and deal context for Rudy.

Connect
Calendar
31

Google Calendar

Uncover the people your team has actually met.

✓ CONNECTED
Messaging
#

Slack

Rudy in deal channels, DMs and Intro Radar channels.

✓ CONNECTED
Network · Connectors
Rudy finds your connectors

Three sources, one list. Rudy finds the connectors already in your systems, adds the investors and board members Boomerang knows about, and takes the advisors your team nominates.

Discovering

Done
In your systems
CRMChampions and power users at your customer accounts
CalendarsEveryone your team has actually met, over years
SlackWho you are talking to right now
Found by Boomerang
InvestorsYour investors and board members, and who they know
Nominated by your team
AdvisorsAdvisors and friends of the company your team adds

Connectors found

1,260
1,000Customer champions and power users
200Executives and employees
40Investors and board members
20Advisors, nominated by your team

A 200-person company typically has around 1,000 customer champions it could ask.

Network · Paths
Then maps who knows whom, on 80+ signals

Every connection is scored on how strong the relationship is and how likely the connector is to help. A shared employer alone is not a warm path.

First party

Past meetings
CRM notes and history
Gong call transcripts
Slack conversations

Second party

LinkedIn connections of your executives
Advisors nominated by your team
Investor and board networks

Third party

Work overlap
Social engagement
Co-panelists
Co-patent holders
Portfolio overlap

Siemens Healthineers

1 of 1,279 accounts
BYour company
DODaniel OseiBoard member
NTNina TurnerCIO

Why: Daniel and Nina served together at Vantive for six years. Source: work overlap, confirmed by Daniel.

Agent
Put the graph where the work happens

Agent to agent: your systems and AI SDRs query the graph. Agent to person: your team asks Rudy wherever they already work.

Agent to agent

API · MCP · Webhooks

Pipe warm paths into scoring, routing, sequences and your own agents.

GET /v1/accounts/siemens-healthineers/paths
{ "warm_paths": 7, "committee": 30,
  "strongest": { "connector": "Daniel Osei",
    "target": "Nina Turner", "strength": "confirmed" } }

MCP on Team, Company and Enterprise. REST API and webhooks on Company and Enterprise.

Agent to person

SlackDeal channels, DMs and Intro Radar
ChromeLinkedIn, Sales Navigator, CRM pages and company websites
AI appsClaude and ChatGPT
BoomerangThe Rudy app itself
Workspace
OverviewIntegrationsIntro RadarTeamsOrganization
Intro Radar

Rudy keeps an eye on the Slack channels you pick. When a signal, a booked meeting, a deal change or an upcoming renewal is posted, he replies in the thread with who can introduce you and how they know them.

#meetings-booked
Meeting booked · Siemens Healthineers next Tuesday. Anyone know their CIO?
RudyAPP1 min later
Daniel Osei, your board member, served with Nina Turner at Vantive for six years. Board asks come from Maya. @Emily want the approval drafted?
#abm-signals
Signal · Marcus Webb started as VP Infrastructure at Siemens Healthineers
RudyAPP1 min later
Your champion from Halcyon. Direct path. A congratulations note, no ask yet?
#deal-siemens
Deal moved · Security review cleared, still at director level
RudyAPP1 min later
Forecast call is Thursday. Nobody above director is engaged. Start with Nina Turner?
Network · Accounts
Thirty people on the committee. A real route to seven.

Emily asks: "we are going after Siemens Healthineers this quarter. Who should I talk to first?" Rudy answers from 412 relationship records, and says plainly where there is no route yet.

Buying group

7 of 30 reachable
NTNina TurnerCIO · economic buyer · via Daniel Osei, boardConfirmed
MWMarcus WebbVP Infrastructure · champion · directStrong
HPHannah PriceVP Clinical Ops · via Rina Shah, customer championStrong
CBClaire BennettVP Finance, signs above $250K · via Sofia LindqvistLikely
RDRafael DiazHead of Security Review · blockerWatching

Recommended sequence

  1. Start with Marcus Webb, your champion from Halcyon.
  2. Open Nina Turner through Daniel Osei, with Maya asking him.
  3. Bring Claire Bennett in through Sofia Lindqvist before the deal crosses $250K.

No route to Rafael Diaz yet. Rudy is watching and will flag the day one appears.

Warm Intro Admin
One hop or two, Rudy drafts the ask

He knows who should ask whom. A rep does not cold-ask a customer: the CSM who owns that relationship asks the champion, and the champion makes the intro. Nothing goes out until the person who owns the relationship sends it.

1 hop · Your CEO knows the buyer
ECEmily
MCMaya ChenYour CEO
AFDr. Aaron FeldCMIO

Maya shared a panel with Dr. Feld at HIMSS in March. Rudy posts a draft in a Slack group chat with Emily and Maya, with a note Maya can forward as is.

Send in Slack
2 hops · Your CSM, a customer champion, the buyer
JMJake MorrisYour CSM
RSRina ShahCustomer champion
HPHannah PriceVP Clinical Ops

Rina worked with Hannah at Medtronic for three years, and Jake owns the relationship with Rina. What Jake sends Rina: "Rina, quick one. We are in a live evaluation at Siemens Healthineers, where Hannah Price runs clinical operations. Would you be open to introducing her to Emily on our team? Happy for you to forward this as is."

Send to Jake for approval
Network · Activity
Every week, the graph gets better

New connectors, new paths and new meetings arrive on their own, and every outcome teaches Rudy what a good path looks like for your company.

This week, automatically

Nothing to update
  • ★12 new connectors from customer accounts and last week's meetingsIncluding a new advisor with 37 paths across 12 target accountsThis week
  • →New path Rafael Diaz, Head of Security Review, is now reachableSofia Lindqvist joined a board he sits on. Was "Watching"2h ago
  • ◷New meeting Emily met Elena Vasquez, Director, Clinical SystemsPath to the evaluator moved from Likely to StrongYesterday
  • ↻Learned Customer asks convert best when the CSM who owns the account makes themRudy now routes champion asks through the account's CSM by defaultTue
  • ✓Outcome written back Daniel introduced Nina Turner to EmilyLogged to the Siemens Healthineers opportunity in SalesforceMon

Illustrative example. People, relationships and numbers are invented.

The three plays

One graph. Three ways to turn it into pipeline.

Same agent, same data, three different revenue problems. Most customers run all three together.

01 · Acquire

Path to Power

Reaching an economic buyer cold is a numbers game you lose. Rudy finds the strongest, shortest route to any executive at any target account, works out who on your side should make the ask, and asks for the meeting.

See the play →
"It is the agent doing the work, not us."
Angela Frackowiak · Sr. Director, Global Growth Operations · Armis
200+enterprise accounts running the play
3×executive meeting conversion against their own cold baseline
0extra hours on leadership's calendars
Read the Armis case study →
02 · Expand

Champion Tracking

When a champion changes jobs, your next deal walked in the door at a company that already trusts you. Rudy catches the move, rebuilds the deal context, drafts the re-engagement, and runs it before a competitor notices.

See the play →
"In two weeks, two meetings and a 12 percent reply rate."
Nalin Senthamil · Founder · Storylane
12%reply rate on re-engaged champions
2meetings booked inside the first two weeks
Watch the Storylane story →
03 · Multithread

Buying Group Intelligence

A champion is one voice, and the decision needs several. Rudy maps the finance approver, the evaluator and the blockers at every target account, keeps that map current as people move, and finds who on your side already knows each of them.

See the play →
"Boomerang's agent was smart enough to identify the appropriate Sr Manager and Director-level contacts."
Branislava Jelicic · Growth Operations Specialist · Armis
1,700accounts auto-updated with the full buying committee
1,400+hours of manual research eliminated in a year
60,000stale or misfit CRM contacts flagged for archival
Read the Armis case study →
What runs in between

Finding the path is the easy part. He works it.

An intro is a sequence across several people who do not report to each other, and it dies the moment nobody is chasing it. That sequence is the product.

Routes it properly. You rarely ask a board member directly; you ask the CEO, who asks them. Rudy works the chain that can actually produce the yes.

Sizes the ask. No board member on a $20K deal, and a customer is not your SDR. He holds the expensive favours back for deals that justify them.

Chases it. Follows up when a connector goes quiet, answers their questions, reminds them before the window closes, escalates when it stalls.

Writes it back. Every person he finds and every job change he catches lands on the right record in your CRM, with your fields and your tags, so the account is current without anyone maintaining it.

Both halves of the job

A system of record and a system of action.

Most tools pick one, and the other half of the company ignores them. Rep language goes in. CRM discipline comes out. Rudy is what sits between.

What the rep says

Who can open Siemens?Wants a warm path to the economic buyer
Who runs infosec in Europe?Wants the right person by role and region
This deal has been stuck three weeks.Wants someone senior enough to unstick it
Marcus just changed jobs. What now?Wants new pipeline where he landed
Who signs above $250K here?Wants the finance approver, and a route to them
→→→
Rudy

Weighs every ask before he makes it.

Relationship strengthWillingnessBuying committee Job changesDeal sizeTiming Political routeConnector limits
→→→

What lands in the CRM

SalesforceHubSpotAttioContact createdCustom object, your tags applied
SalesforceHubSpotAttioJob change reconciledOld contact flagged no longer here, kept for historyNew contact created at the new account, new email and phoneOwner notified in Slack the day it lands
SalesforceHubSpotAttioBuying group mappedCommittee members created with role, owner and path
Salesforce HubSpot Attio Read-only on ingestWrites through your schemaValidation rules respected

This is why it is an agent and not a dashboard. The value lands on the rep; the discipline lands in the CRM.

Connector accountability

Relationship capital is an asset. Treat it like one.

Every company has people whose network is worth more than their quota, and almost nobody measures it. Boomerang does, and it holds in both directions.

Who actually opens doors, last two quarters

ConnectorAskedAcceptedConvertedRate
DO
Daniel OseiBoard
986
SL
Sofia LindqvistInvestor
1295
RS
Rina ShahCustomer, Armis
654
JT
James TanAdvisor
720
James has not acted on an ask in two quarters. Rudy sent him a reminder on Tuesday, not a report.

Daniel's own limits

Deal size floor$100K+
CadenceMax 1 a month
ChannelEmail only
Never contact2 companies
Address bookPrivate
Rudy enforces these on every ask. Reps see that a path exists and who can open it, never the underlying contacts.

Find the who under your top 50 accounts.

Start free and map the graph you already own, or bring your top 50 accounts to a 30-minute demo and we will find the unopened doors together.

Try for free Book a demo →

About 60 minutes of technical setup, graph in under a day, full go-live in about a week. 7-day free trial on Starter, no sales call required.