Getting Started
with Julie
Welcome to Julie AI! This comprehensive guide will walk you through everything you need to know to master expert discovery, from your first campaign to advanced team collaboration.
Introduction to Julie AI
Get acquainted with Julie AI's powerful expert discovery platform. Learn what makes our AI-driven approach unique and how it can transform your research and due diligence processes.
- Understand Julie's core capabilities and AI-powered features
- Learn about the expert discovery workflow
- See real-world use cases for PE, Consulting, and VC
- Discover how Julie saves time and improves expert quality
Creating a Campaign
Learn how to create your first expert discovery campaign. From defining your requirements to setting search parameters, master the art of campaign creation with Julie's AI-powered chat interface.
- Use natural language to describe your expert needs
- Set specific criteria for industry, role, and expertise
- Define geographic and experience requirements
- Optimize search parameters for best results
- Review and refine AI-generated search strategies
Running a Campaign
Follow the complete lifecycle of an expert discovery campaign. Learn how to monitor progress, review candidates, conduct AI-powered qualification, and connect with the perfect experts for your needs.
- Monitor real-time campaign progress and status
- Review AI-ranked expert profiles and recommendations
- Use AI qualification to vet candidates automatically
- Manage expert communications and scheduling
- Track campaign metrics and success indicators
- Export and share results with your team
Teams & Organizations
Unlock the power of team collaboration with Julie AI. Learn how to manage users, set permissions, organize teams, and collaborate effectively on expert discovery campaigns across your organization.
Video coming soon
- Invite team members and assign roles
- Set up organizations and manage permissions
- Share campaigns and collaborate on expert discovery
- Manage authentication and security settings
- Use team analytics and reporting features
- Configure organization-wide preferences
Additional
Resources
Quick tips, frequently asked questions, and helpful resources to get the most out of Julie AI.
- Use natural language to describe your needs - Julie understands context
- Be specific about expertise, geography, and experience levels
- Review AI suggestions and refine criteria for better results
- Use qualification questions to vet experts automatically
- Collaborate with your team using shared campaigns
- Check the dashboard regularly for campaign updates
Julie is an AI-powered expert discovery platform that helps professional services teams find and connect with industry specialists for due diligence and research projects.
Built specifically for PE, Consulting, and VC professionals conducting due diligence, market research, and strategic analysis.
Our AI typically identifies relevant experts within 2 minutes, with most expert calls scheduled within 24-48 hours.
Transparent, project-based pricing with no hidden fees or setup costs. Contact us for detailed pricing tailored to your needs.
Need Additional Help?
Our team is here to help you succeed. Reach out with questions, feedback, or to schedule a personalized walkthrough of Julie AI.