Unify Chat: Getting Started Guide

Last updated: June 23, 2026

Outbound agents for every rep.

In the age of AI, outbound has gotten harder, not easier. Unify is the first outbound platform where agents and sellers work side by side. You build lists from 40+ data sources, enrich from 1.1B+ contacts and 65M+ companies, craft sequences in your voice, and reach out across every channel, all from a series of prompts.

Unify Chat is the conversational layer over all of it. Anything you'd normally email RevOps or your GTM engineer about (build me this list, enrich these contacts, write outbound for this audience, what's going on with my pipeline) just becomes a prompt.

This article is a tour of what chat can do.

Identify: find buyers already in market

Chat prospects across 40+ data sources and prioritizes based on 100s of real buying signals. Deep account research and multi-source enrichment help you prompt your way to the perfect list.

A few things to try:

  • Build a prospect list. Describe the kind of accounts you want (firmographic criteria, technology stack, recent funding, industry, location) and chat will surface matching companies and put them in a working table you can save as a List.

  • Find contacts at companies. Given a target account list, ask chat for the right people by role, seniority, or function. Chat returns verified contacts.

  • Find lookalikes. Point chat at a few customers you already love, and it'll find companies that look like them.

  • Spot signals at scale. Companies hiring for specific roles (PredictLeads), raising recent rounds (Harmonic), using specific tech (BuiltWith, TheirStack), mentioned in recent news (Exa). Turn any of those into a prospect list with one prompt.

  • Deep-dive on an account. Ask chat to research a company before you reach out: what they sell, hiring activity, news, funding signals, leadership changes, tech stack.

  • Get warm-network introductions. Chat surfaces who in your team's broader network can introduce you to a person at a target account.

Example moment from chat:

I ran a waterfall across 50+ data vendors and surfaced 100 prospects who just joined Series B-D startups in the last 90 days.

Engage: reach out across every channel

Chat helps you craft the perfect sequence in your own voice, and reach out across email, calls, and LinkedIn from one tab. Informed outreach with high-speed execution in the same motion.

  • Per-prospect personalization at scale. Chat writes a unique, personalized version of every email for every contact, based on what it knows about the person, the company, and the signals you've gathered.

  • Outbound copy. First-touch emails, follow-ups, breakup messages, subject lines, post-call recaps, LinkedIn DMs.

  • Run sequences. List your active sequences, see who's enrolled, who's been replied to, who's queued. Edit copy, change timing, enroll or unenroll contacts.

  • Edit a single contact's draft before it sends if you want to tweak the personalization.

Work with your CRM

  • Read records. Chat can look up accounts, contacts, opportunities, and custom fields in Salesforce and HubSpot. It joins CRM data with website intent, product usage, and sequence engagement when building lists.

  • Understand your pipeline. Ask about open opps, deal stages, who owns what, pipeline by source, recent wins.

Manage tasks

  • List your tasks, mark them complete, skip steps, or add notes.

  • Use chat as a daily worklist driver: "what should I work on today?"

Remember things you tell it

You can teach chat about yourself, your company, your ICP, and your preferences, and it'll remember across conversations. See Does Chat Remember Things Between Conversations? and Training Unify Chat on Your Motion for how to set this up well.

What chat hears from customers

"Unify truly matches a BDR's role. Rather than jumping through three different tools just to get people sequenced, everything happens in one place." Jay Meyers, Business Development Manager, Spellbook

"As a BDR, Unify completely changed my workflow. I spend my time on conversations, not data entry and list building." Jonah Sain, BDR Lead, Mutiny

Where to start

The fastest way to see what chat can do is to just ask it something. Try one of the prompts in First five things to ask Unify Chat, or anything you'd normally email RevOps or your GTM engineer about.