> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Refer with AI

> Let partners refer a deal by asking a connected AI assistant, which fills the form and attributes the lead in your CRM.

export const verb_0 = "refer"

export const noun_0 = "referral"

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.

## 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.

## Before you start

<Steps>
  <Step title="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](./build-and-share-a-referral-form).
  </Step>

  <Step title="Enable the AI agent">
    The AI agent powers assistant referrals. Confirm it is enabled for your program.
  </Step>
</Steps>

## Steps

### Set up the assistant channel

<Steps>
  <Step title="Enable the AI agent">
    The AI agent powers assistant submissions. Confirm it is enabled for your program.
  </Step>

  <Step title="Connect an AI assistant">
    Where partners use an AI assistant connected to Introw through the [MCP server](/features/developer/mcp), they can ask it to {verb_0} a deal in plain language.
  </Step>

  <Step title="Share an example prompt">
    Give partners a short example prompt so they know they can {verb_0} a deal straight from their assistant, which calls the same {noun_0} form flow.
  </Step>
</Steps>

### Confirm attribution

<Steps>
  <Step title="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](/features/developer/mcp/guides/connect-an-mcp-client).
  </Step>

  <Step title="Send a test and check the credit">
    Ask a connected assistant to refer a test deal, then open [Submissions](https://app.introw.io/submissions). Confirm the referral appears under **Form submissions** attributed to the right partner, with the deal created in your CRM.
  </Step>
</Steps>

## Verify it worked

A test prompt to a connected assistant appears as a referral in [Submissions](https://app.introw.io/submissions), attributed to the partner, with a matching deal in your CRM. Partners can now refer straight from their assistant.

## Related

<CardGroup cols={2}>
  <Card title="Refer by email" icon="envelope" href="./refer-by-email">
    Let partners refer from their inbox too.
  </Card>

  <Card title="Connect an MCP client" icon="plug" href="/features/developer/mcp/guides/connect-an-mcp-client">
    Let assistants submit through Introw's MCP server.
  </Card>
</CardGroup>