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When a partner is already working in an AI assistant, the lowest-friction way to refer is to just ask it. An assistant connected to Introw fills in the referral form and submits it, so the lead lands attributed and CRM-ready without the partner switching tools. This guide sets up the assistant channel and confirms referrals from it are credited correctly.

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What you’ll achieve

A connected AI assistant that lets partners refer a deal in plain language, with the referral written to your CRM attributed to the partner, verified with a test prompt.

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Before you start

1

Build the referral form

A referral form that creates a deal or lead must exist, since the assistant submits through it. See Build and share a referral form.
2

Enable the AI agent

The AI agent powers assistant referrals. Confirm it is enabled for your program.

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Steps

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Set up the assistant channel

1

Enable the AI agent

The AI agent powers assistant submissions. Confirm it is enabled for your program.
2

Connect an AI assistant

Where partners use an AI assistant connected to Introw through the MCP server, they can ask it to a deal in plain language.
3

Share an example prompt

Give partners a short example prompt so they know they can a deal straight from their assistant, which calls the same form flow.

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Confirm attribution

1

Connect the assistant as the partner

The referral is attributed from the connected partner’s assistant, so the assistant must authenticate as that partner through Introw’s connector. See Connect an MCP client.
2

Send a test and check the credit

Ask a connected assistant to refer a test deal, then open Submissions. Confirm the referral appears under Form submissions attributed to the right partner, with the deal created in your CRM.

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Verify it worked

A test prompt to a connected assistant appears as a referral in Submissions, attributed to the partner, with a matching deal in your CRM. Partners can now refer straight from their assistant.

Refer by email

Let partners refer from their inbox too.

Connect an MCP client

Let assistants submit through Introw’s MCP server.