Duo Copilot: How to setup

João Pena
João Pena
  • Updated

Setting up signals for your team

As an admin, you can define the signals that you want your team to receive. You'll be able to define the types of signals you want Duo to track, how you want to filter them and how you want to distribute them to your team.

Step 1: Add new signal

To do that, the first thing you want to do is to just go over to Settings -> Duo Control Center -> Team Signals and start adding new signals.

Step 2: Select signal type

As soon as you click New signal, you'll be shown the list of signals that Duo is able to track on your behalf. You have to configure one signal type at a time. From Duo's list of available signals, we recommend starting with:

  • All of the LinkedIn signals
  • The G2 activity signals
  • Job change alerts from past prospects and past customers

Step 3: Name and configure your signal

After you select the signal type you want to create, you’ll now have the option to apply specific configurations for your signal (e.g. which keywords you want to track on LinkedIn, how recent you want job changes to be, etc). Not all signals will require configurations (e.g. profile visits).

Step 4: Filter your signal

In this step, you’ll have access to a “mini-searcher,” where you’ll want to make sure that your signal is being filtered to focus on your ideal customer profile (ICP), target territory, or the specific accounts and personas you want to target.

Step 5: Distribute your signal

Lastly, for each signal, you’ll want to think about how you want to distribute it through your team. There are currently three options available:

  • Round robin, where leads generated from the signal will be evenly distributed among the selected team members, teams, or everyone in the team.
  • Specific team member, where all leads will be routed to the same user.
  • CRM owner, where, if your CRM is connected to Amplemarket, you can distribute leads based on the accounts that each user owns on your CRM.

💡 Tip: Choose distributions that ensure that net new users that join your account start receiving their signals from day 1. The two distribution methods that better support this use-case are:

  • The CRM owner distribution, where in practice you're always distributing leads for all your users if they have accounts under their ownership on your CRM.
  • The round robin distribution when applied to everyone in the account or a specific team. Note that in the case of a distribution to a specific team, you still have to add the new user to that team for them to start receiving signals.

Defining your competitors

You'll notice that competitor related signals (i.e. LinkedIn/Posts from competitors, G2/ Competitor G2 reviews and Buying Intent Signals) require that you define your competitors first. To do that, head over to Settings -> Duo Control Center -> Competitors and start adding the ones you want Duo to start tracking.

To create a competitor we need you to:

  • Name the competitor
  • Add their LinkedIn company URL -- this will help Duo track engagement with their content
  • Add their G2 product URL -- so that Duo can track their reviews
  • And lastly, generate or create your own battlecards to instruct Duo on how to position and differentiate your product against this competitor

Setting up job change alerts signals

Our past customer and past prospect job change alerts signals are two of our most recommended signals for their usual high conversion rates. These two signals help you track customers, advocates, and key prospects’ career moves and promotions. A past customer or past prospect’s job change event is a great signal because:

  • On average, 20% of your contacts change jobs every year
  • A job change is a significant event for a lead
  • A job change is a time when executives will assess their tech stack
  • And more importantly, these are contacts that already know you well and might be more willing to bring your product along for their new journey

Pushing job change signals for these relevant contacts will make sure that your team reaches out to high qualified leads at a very relevant moment.

How to setup job change alerts signals

To setup these two signals you'll notice that you first have to help Duo identify these contacts. You will help Duo identify these contacts by assigning specific tracking labels to them and you can learn more about how to import these contacts to Amplemarket and assign the right labels to them in this dedicated help center article.

Duo setup tips and tricks

Capturing signals for target accounts and net new accounts

If your team works with a book of business or a list of target accounts, you can set up your signals so that your team captures 1) signals within each of their accounts and 2) also captures the most relevant signals for net new accounts (i.e. accounts that might fit your ICP but aren’t assigned to anyone or even in your CRM).

In step 5 above we learned that we can distribute leads among reps based on the accounts that each of them owns in your CRM, which should help us accomplish point 1) above.

But to make sure we are also capturing signals for net new accounts and distributing them properly by the team -- point 2) --, we can do the following:

  1. Duplicate the signals that we want to track for net new accounts (i.e. if you have a company followers signal being distributed to your team via CRM owner, create a second one now)
  2. In the filters section, apply your ICP filters -- to make sure you're only honing in the right people and the right companies -- and exclude companies that are already owned by someone. You can do this by heading over to our CRM Based Filters -> Company Owner and select the option Nobody. This option will ensure that we're only looking to all accounts (inside or outside of your CRM) that are not owned by anyone already.
  3. Finally, think about how you want to distribute these signals for net new accounts. A few options here could be assigning them to a specific person on the team or using round robin distribution to evenly distribute them across everyone.

Frequently asked questions

I just created a new signal, when will leads show up in our feeds?

Duo will scan the market for you every day, so expect leads for a new signal to start appearing the following day

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