01
CSV & Apollo.io Intake
Upload trade-show CSVs, distributor rosters, or query Apollo.io directly by NAICS code, title, headcount, and technology stack into a clean staging sheet.
Pre-CRM AI Prospecting Workbench • Grounded in Your Knowledge Base
Research, Qualify & Draft Technical Outbound Across Five AI Providers—Before Touching Your CRM
Valkyrie Assist turns your product specifications and Account Knowledge Base into an outbound engine. Import CSVs or pull target accounts from Apollo.io, run multi-column AI research across Claude, GPT-6, Gemini, Perplexity, and Grok with upfront Ingot cost previews, and promote only human-approved prospects into The Viking Stack CRM.
4-Step Pre-CRM Workflow
From Raw Account List to Verified CRM Opportunity in Four Governed Steps
Keep noisy scraping and experimental prompts out of your live sales pipelines until a human operator signs off.
02
Knowledge-Grounded Columns
Chain multiple AI columns—live Perplexity web research, GPT-6 fit scoring, and Claude technical email drafting—automatically grounded in your Account Knowledge Base.
03
Ingot Reservation Preview
Review exact estimated Ingot usage before execution (100 Ingots = $1.00). Forge reserves credits upfront and refunds unused balance automatically.
04
Reviewed CRM Graduation
Filter by fit score, inspect generated outreach hooks, and promote only approved rows into The Viking Stack CRM with tags and custom fields mapped.
Multi-Model Orchestration
Assign the Right Foundation Model to Every Column in Your Sheet
No single model wins at live web search, structured extraction, and technical B2B copywriting simultaneously. Valkyrie Assist lets you mix providers per column.
| Enrichment Column Task | Recommended Provider | Knowledge Base Context Injected | Output to Workbench & CRM |
|---|---|---|---|
| Live Facility & Certification Research | Perplexity (Sonar Pro) | Target industry criteria & ISO/ESD/GMP triggers | Verified facility facts, product lines & source URLs |
| Catalog SKU & Product Family Matching | Google Gemini | Parent Product Families & liberated _forge_aeo_specs | Best-fit Product Family + 2 recommended child SKUs |
| ICP Fit Score & Disqualification Check | OpenAI GPT-6 | Ideal Customer Profile & negative-fit guardrails | 0–100 ICP Score + structured qualification rationale |
| Technical Outbound Opener & Email Draft | Anthropic Claude | Brand Voice, Value Proposition & Compliance Guardrails | Ready-to-send sequence copy synced to The Viking Stack CRM |
Valkyrie Assist FAQ
Questions on Multi-Provider Enrichment, Ingots & CRM Sync
Why is Valkyrie Assist a pre-CRM workbench instead of writing raw lists directly into CRM?
Dumping 5,000 unvetted CSV or Apollo rows straight into a live CRM pollutes pipelines, triggers accidental automations, and degrades sender reputation. Valkyrie Assist stages raw lists in a dedicated Forge workbench where you enrich, score, and review prospects first—graduating only approved, qualified contacts into The Viking Stack CRM (the sole system of record for contacts).
How does Valkyrie Assist use the Account Knowledge Base during enrichment?
Every AI column in Valkyrie Assist automatically pulls context from your Account Knowledge Base (Settings › Knowledge)—including your Company Overview, Value Proposition, Brand Voice, Compliance Guardrails, and supporting technical documents—so outreach hooks and qualification rationales reference your real capabilities and never invent unsupported claims.
Which AI models can we assign to individual enrichment columns?
You can assign the best model for each specific column task: Perplexity for live web citation and facility research, Claude for nuanced technical copywriting, GPT-6 for structured JSON extraction and scoring, Gemini for high-context catalog matching, and Grok for real-time market signals.
How are Ingots calculated and reserved for Valkyrie Assist runs?
Before any batch enrichment starts, Valkyrie Assist calculates an upfront Ingot reservation preview (at 100 Ingots = $1.00 USD) based on row count and selected models. Forge reserves the maximum estimate and automatically refunds any unused Ingots to your ledger as soon as the job completes—or runs at 0 Ingot LLM cost when using your own BYOK provider keys.
Agentic Readiness & GEO Report
Benchmark Your Storefront on forgecommerce.si
Run your free 8-category GEO Report preview below or schedule a 30-minute walkthrough covering Product Families, spec liberation, Operator MCP, and Foundry OMS.
Forge .si GEO Report Engine — Local Interactive Demo
Run Your Free 8-Category GEO Report Preview
Enter your storefront URL to preview how ChatGPT, Claude, Perplexity, and Google AI Overviews evaluate your catalog across Access, Answers, Facts, Commerce, Structure, Trust, Discovery, and Actionability.
0–100 Score + A–F GradeSeparate Confidence MetricLocal Demo • Nothing Sent
Or test an instant sample preset (local deterministic simulation):