CohertlyAI Tools Suite
Intelligent solutions to enhance your referral network
AI Tools
AI Match Engine
Suggest ideal referral partners based on industry, client type, behavior, and past performance.
Key Capabilities
- Natural language processing (NLP) on user bios, emails, and notes
- Machine learning on referral outcomes (conversion, speed, value)
- Gap analysis: identifies partner types missing from your network
Where to Find It
/matches — Shows a carousel/grid of high-match partners
AI Match Engine
Why these matches? Based on your client profile, service offerings, and past successful referrals.
The AI Match Engine analyzes over 20 data points to suggest partners most likely to result in successful conversions.
Common Use Cases
Finding the Perfect Match
Use the AI Match Engine to discover partners who complement your expertise and have high conversion rates with similar clients.
Optimizing Referral Flow
Let AI Referral Routing suggest the best partner for each client based on expertise, availability, and past performance.
Getting Started
Our AI tools are designed to enhance your referral process and network growth. Each tool integrates seamlessly with your workflow and learns from your interactions to become more effective over time.