Good morning, Sales Team
Web scanning is always active. Connect Definitive Healthcare to add live hospital database intelligence.
Active sources
Web + press scanning
AI enrichment (LinkedIn signals)
Definitive Healthcare — not connected
Last scan: never
Orgs scanned
0
Flagged leads
0
Hot signals
0
Pushed to Salesforce
0
Today's picks
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Recent flagged leads
No leads yet — run a scan.
Activity feed
Web scanning always active — run a scan to begin.
AI Agent
Lead Scanner
Last scan: never
Idle
Orgs scanned
0
Flagged leads
0
Hot signals
0
New today
0
Flagged opportunities
🔍
No leads yet
Hit "Run scan" — web scanning is always active
Sources
Web + press mining
Virtual nursing RFPs, grants, nursing shortage news — always on
● Always on
AI enrichment
LinkedIn signals, leadership context
Definitive Healthcare
Live hospital database
Not connected
Auto-scan (every 6h)
Runs in background
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Fit score
—
Signals detected
Why VitalChat fits
Assign rep
AI Agent · Stage 01
Hospital Intelligence
Know before you call
🌐
Web + Press
Always active
🤖
AI Enrichment
LinkedIn signals
🏥
Definitive
Optional
Health system
Agent running
📋
No brief yet
Enter a health system and run discovery
Overview
Sales Pipeline
01
Discovery + Initial Contact
AI Agent
02
Problem Deep Dive
Human-led
03
Solution Alignment
Human-led
04
Demo Presentation
Human-led
05
Objection Handling
Human-led
06
Proposal + Business Case
Human-led
07
Negotiation and Terms
Human-led
08
Close
Human-led
09
Handoff + Retain
Human-led
Stage guide
Stage 01 — AI does the work
Web scanning, AI enrichment, and Definitive data compiled into a ready-to-use contact brief — before the first call.
Stages 02–09 — Humans build the deal
Problem definition, solution alignment, demo, objections, proposal, negotiation, close, and handoff.
LinkedIn Network
Contacts
Admin only
Analytics
Total leads
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Hot leads
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Contacted
—
Qualified
—
Briefs generated
—
Leads flagged over time
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Top signal types
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Rep leaderboard
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Leads by state
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Scan history
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API usage per user
Daily limit: 50 calls/user
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Login audit
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Configuration
Settings
Integrations
Alerts & notifications
Scoring weights
Team
Contact imports
Territory
Integrations
Web + press scanning
Virtual nursing RFPs, workforce grants, expansion news — always on
● Always active
Claude AI (Anthropic)
Powers all AI intelligence, enrichment, and brief generation
✓ Connected
Definitive Healthcare
Optional — adds live hospital database to all scans
Not connected
Salesforce CRM
Push flagged leads and contact briefs directly to Salesforce
Not connected
HubSpot CRM
Push deals to HubSpot CRM and pull stage updates back in
Not connected
Pipedrive CRM
Push deals to Pipedrive CRM and pull won-deal status back in
Not connected
CRM Sync Health
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Microsoft Teams alerts
Hot signal notifications posted to a Teams channel via webhook
Outlook email digest
Daily summary of new leads sent via Outlook
Alerts & notifications
Alerts are sent via Microsoft Teams webhook and/or Outlook email digest. Configure both in the Integrations tab.
Hot signal alert
Immediate Teams message when a Hot lead is flagged
Daily lead digest
Morning Outlook email summarising new leads
Grant / funding alert
Immediate notification on grant signals
RFP detected alert
Immediate alert on virtual nursing / telehealth RFPs
Leadership change alert
New CMO / CNO / CIO detected at a tracked system
Salesforce sync
Auto-push Hot leads to Salesforce on flag
Scoring weights
Set how much each signal type influences lead scores. Higher weight = AI prioritises that signal type when ranking opportunities. Changes take effect on the next scan.
Team management
Invite new rep
Team members
Click Refresh to load team
Contact imports
Upload LinkedIn contact exports (.xlsx) from any team member. Contacts are merged into the database automatically.
📂
Drop LinkedIn export here
or click to browse — .xlsx files only
Source label
Processing…
Import history
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Territory management
Assign US states to each rep. New leads are automatically routed to the matching rep when scanned. Reps can filter to their territory using the My territory button in the pipeline view.
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