How-To Guides

How to Sign Up for Your Free Trial

Create your Humantic AI account with your business email.

Interactive demo · 8 steps

1. Click New User.
2. Enter your business email.
3. Click Sign up.
4. Enter your full name.
5. Choose a password.
6. Accept the terms of service.
7. Click Sign up.
8. Click Continue to open your account.

How to Sign In With Your Email

Log in with the email and password on your Humantic AI account.

Interactive demo · 3 steps

1. Enter the email on your Humantic AI account.
2. Click Next.
3. Enter your password to sign in.

How to Sign In With Google

Use your Google work account to log in with one click.

Interactive demo · 4 steps

1. Click Sign in with Google.
2. Pick the Google account linked to Humantic AI.
3. Click Continue.
4. Click Allow to finish signing in.

How to Sign In With Microsoft Outlook

Use your Microsoft work account to log in.

Interactive demo · 2 steps

1. Click Sign in with Outlook.
2. Pick the Microsoft account linked to Humantic AI.

How to Open Your Humantic AI Dashboard

Get from the homepage to your dashboard in 4 clicks.

Interactive demo · 4 steps

1. Click Login at the top right of the homepage.
2. Choose Sign in with Google or Sign in with Microsoft.
3. Pick the account connected to Humantic AI.
4. Click Continue to open your dashboard.

How to Install the Humantic AI Chrome Extension

Add the extension from the Chrome Web Store and sign in.

Interactive demo · 8 steps

1. Open the Chrome Web Store.
2. Search for Humantic AI.
3. Open the Humantic AI extension.
4. Click Add to Chrome.
5. Click Add extension to install it.
6. Sign up with your email, Google or Microsoft account.
7. Click Continue.
8. Give Google access to finish.

How to Set Up the Chrome Extension

Install the extension and see your first buyer profile on LinkedIn.

Video · 1:19

How to Find a Buyer by Name and Company

Search for anyone in the web app and open their profile.

Interactive demo · 6 steps

1. Go to app.humantic.ai and log in.
2. Type your prospect’s full name.
3. Add their company.
4. Click Search.
5. Click the right person to open their profile.
6. Click the PDF icon to download the full profile.

How to View Your Own Profile on LinkedIn

See your own personality insights from your LinkedIn page, then download or share them.

Interactive demo · 4 steps

1. Click your LinkedIn name or photo to open your profile.
2. Open the Humantic AI extension from the sidebar.
3. Click Download PDF to save your personality report.
4. Click Share to send it to someone.

How to Download a Profile as a PDF

Save any buyer profile from your dashboard as a PDF.

Interactive demo · 3 steps

1. Click the profile.
2. Click Show Full Profile to see every detail.
3. Click PDF to download the profile.

How to Read a Personality and DISC Profile

What each part of a People Research Agent profile tells you before the first call.

Video · 2:10

How to Build and Share a Buying Committee Map

Add prospects, build a committee, then download or share the map.

Interactive demo · 19 steps

1. Open People Intelligence to see your buying committee maps.
2. Click Add.
3. Choose Prospects.
4. Paste the prospect’s LinkedIn profile link or type their email.
5. Click Add Prospect.
6. Click Select All to see every prospect you added.
7. Open the Buying Committee Map.
8. Click PDF to download the map.
9. Click Share to share it with your team.
10. Click Copy Link to copy the map link.
11. Type the email address to send it to.
12. Click Share to send it.
13. Close the share panel to go back to the dashboard.
14. Click Add.
15. Choose Buying Committee.
16. Name your committee.
17. Click Add Committee Members.
18. Add each member by LinkedIn profile or email.
19. Or click Upload CSV to add many members at once.

How to Share a Committee Profile

Send one stakeholder’s full profile to a teammate.

Interactive demo · 6 steps

1. Go to app.humantic.ai and log in.
2. Search for the buying committee.
3. Select the committee.
4. Click the profile you want to share.
5. Click Show Full Profile.
6. Click the Share icon at the top right.

How to Download a Committee Profile

Pick a committee, open a stakeholder and save their profile as a PDF.

Interactive demo · 7 steps

1. Go to app.humantic.ai.
2. Log in to your account.
3. Open the committee list.
4. Select the committee.
5. Choose the person.
6. Click Show Full Profile.
7. Click PDF to download.

How to Delete or Restore a Buying Committee

Remove a committee you no longer need, or bring one back.

Interactive demo · 5 steps

1. Open your profile.
2. Click Edit Buying Committees.
3. Find the committee you want to change.
4. Click Delete to remove it.
5. Click Undelete to bring it back.

How to Personalize an Email in Gmail

Turn a plain draft into an email written for your buyer.

Interactive demo · 6 steps

1. Click Compose to start a new email.
2. Add your prospect’s email address.
3. Write a quick first draft.
4. Click the yellow Humantic AI icon.
5. Click Personalize.
6. Your draft is rewritten for the buyer’s personality.

How to Personalize an Email in Outlook

Use HumanMail Agent inside the Outlook web app.

Interactive demo · 8 steps

1. Compose a new email in the Outlook web app.
2. Enter the recipient’s email address.
3. Confirm the address.
4. Write or paste your first draft.
5. Click Personalize.
6. Click Accept if you like the new version.
7. Or click Reject to get another version.
8. Send an email written for this buyer’s personality.

How to Personalize a LinkedIn Connection Request

Write a short connection note that gets accepted.

Interactive demo · 11 steps

1. Click More on the prospect’s LinkedIn profile.
2. Select Connect.
3. Choose to add a note.
4. Choose Other to write your own context.
5. Choose Met Earlier if you have spoken before.
6. Choose Introductions if a mutual contact connected you.
7. Mention a post of theirs that you liked.
8. Choose Let AI Decide to have Humantic AI write the note from their profile and activity.
9. Edit the note if you want to add a line.
10. Add your final touch and keep it short.
11. Click Send.

How to Write Emails With Account Intelligence

Combine the buyer’s personality with what their company cares about.

Interactive demo · 7 steps

1. Compose or reply to an email.
2. Paste your template.
3. Open the dropdown.
4. Click Personalize.
5. Check Buyer Resonance to see how the buyer likes to be engaged.
6. Check Company Relevance to see what the company cares about.
7. Review the email and send it.

How to Write for Each Buyer With HumanMail Agent

Write for the buyer, not the sender, using their personality.

Video · 1:36

How to Connect Your Google or Outlook Calendar

Link your calendar so Humantic AI can prepare you for each meeting.

Interactive demo · 6 steps

1. Click the Humantic AI extension.
2. Open the menu.
3. Select Settings.
4. Select Connect calendar.
5. Sign in with Google or Outlook.
6. Pick the business account linked to Humantic AI.

How to Stop Insight Emails to Other Attendees

Keep pre-meeting insight emails to yourself.

Interactive demo · 5 steps

1. Open the extension.
2. Click the menu.
3. Scroll down and select Settings.
4. Click Manage Notifications.
5. Turn off AI Emails for Others.

How to Research, Export and Share an Account Report

Request an account report, read it, download it and share it.

Interactive demo · 16 steps

1. Open the Humantic AI website and log in.
2. Choose Sign in with Google or Sign in with Microsoft.
3. Click Continue.
4. Click Allow to open your workspace.
5. Enter the prospect account.
6. Enter your own company in Seller Account Name.
7. Open the Research Depth dropdown.
8. Pick Moderate for a quicker report, or Deep for more detail.
9. Click Request Miia.
10. When it is ready, click See Full Report.
11. Read the Executive Summary, then click Full Report for every detail.
12. Click PDF to download the report.
13. Click Share.
14. Click Copy Link to copy the report link.
15. Type an email address.
16. Click Share to send the report.

How to Request Your First Account Report

Pick the account, choose the depth and get the report.

Video · 2:10

How to Read an Account Report: Summary and Full Report

What the executive summary and the full report each tell you.

Video · 2:44

How to Reset Your Password

Get a reset link by email and set a new password.

Interactive demo · 7 steps

1. Click Forgot password.
2. Enter your email.
3. Click Reset password.
4. Open the email from Humantic AI and click Reset Password.
5. Enter a new password.
6. Confirm it.
7. Click Reset Password.

How to Manage Billing and Your Subscription

See your plan, usage, payment methods and invoices.

Interactive demo · 13 steps

1. Select Settings from the left panel.
2. Check My Usage Details for profiles analyzed and other usage.
3. See your plan and renewal date under My Subscription Summary.
4. See the email and payment details on your account under Account Summary.
5. Click Manage next to Payment Information.
6. Review your payment methods, or click Add to add one.
7. Return to the subscription overview.
8. Select Usage History for detailed usage.
9. Select Account Preferences.
10. Turn Calendar Access, 2-Factor Authentication or marketing emails on or off.
11. Go back to the Summary tab.
12. Under Payment Summary, click See All for every payment.
13. Click the link next to a payment to download its invoice.

How to Change Your Payment Method

Add a card, make it your preferred card or remove an old one.

Interactive demo · 7 steps

1. Click Manage.
2. Click Add payment method.
3. Enter the card details.
4. Click Save card.
5. Click Manage again.
6. Click Make Preferred Card to use the new card.
7. Click Remove to delete a card.

How to Cancel Your Subscription

Cancel from the Chrome extension in 4 clicks.

Interactive demo · 4 steps

1. Open the extension.
2. Click the menu.
3. Scroll and click Cancel Subscription.
4. Tell us why, then click Cancel to confirm.

How to Cancel Your Free Trial

End a trial from the Chrome extension.

Interactive demo · 5 steps

1. Open LinkedIn with the Humantic AI extension on.
2. Select View Your Profile.
3. Click the menu icon.
4. Click Cancel Trial.
5. Click No, I want to cancel to confirm.