Neyla.ai

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Partners & workspaces
Each workspace is fully separate — switch to work in a different partner's data.
Your workspaces
My settings
Your call caller-ID and where call reminders get emailed
This number must be verified with SignalWire first (Phone Numbers → Verified Caller IDs) — ask AJ if you're not sure it's set up yet.
Where "🔔 Remind me" call reminders get emailed. Leave blank and reminders just won't send.
New task
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Today
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Buying Intent Playbook
Turn Apollo surges into the right contact in Neyla — without blowing through credits.
Video Studio
One topic video, personalized per company — their website scrolls behind your video bubble with a booking CTA.
1 · Topic video
2 · Generate from the renewal list
One-off page (any company)
Recent pages
Find leads
Pull local businesses from Google Maps by type + area, then import the ones you want — duplicates already in your book are skipped.
One search = one Apify pull (pay-per-result). Results appear below — check the ones to import.
Add contact
Starts on the standard cadence — persists when you save the cadence.
Email signature
Appended to the end of every drafted email.
Saved on this device. Paste your full ADP signature block here — it flows straight into Outlook when you Copy + Open.
Run cadence
New prospect
Step 1 of 2
1
Step 01
Context
2
Step 02
Timeline
Step 1 · Context

Who you're reaching — and why now

Fill in the contact and, if it applies, the renewal window — that's your anchor for this cadence. Company search can suggest nearby public listings and your own existing accounts; everything else here is manual, nothing else is looked up automatically.

Day-offset due dates (Step 2) are calculated from this date — backdate it if outreach actually began earlier. Changing it re-anchors every contact's cadence on this account, including any step you've manually rescheduled (done steps are left alone).

🏢 Employer & policy details
Each plan / line of business — carrier, covered lives, renewal, broker. Auto-filled by the bulk enrichment upload.
Broker group auto-fills from the incumbent broker name above when it matches a known group. Mobile bucket controls which of Riley's two phone tabs (HRO / Tech) this account shows up under.
Import a CSV export to fill in blank fields above (company, contacts, carrier, broker, renewal, participants). Parsed entirely in your browser — the file never leaves this device, and anything you've already typed is left untouched.
Live preview
Pause cadence
Takes this account off Due Today, Simple Mode, and Weekly Snapshot.
Account stage
Move this account through your pipeline.
LinkedIn message
Draft
LinkedIn can't be typed into automatically — Copy message, then Open LinkedIn and paste it into the message box.
API usage
Metered tool consumption
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Activity recap
Today's completed touches — copy it or send it to yourself.
Email it
Drop heads-up email
One constant email, sent as-is before a Drop — not composed per account.
Parsed entirely in your browser — the file never leaves this device. Fills in Subject and Body below; nothing is saved until you hit "Save template."
Email templates
Save as many reusable templates as you want — pick one to apply on any Email step.
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New template
Merge fields: {{first name}} {{job title}} {{company}} {{industry}} {{carrier}} {{broker}} {{renewal date}} {{my name}} — swapped in automatically for whichever contact/account you're emailing.
Video library
Pick a video to drop its link into the email.
Add a video
Your videos
Partner leverage
Your roster of CoIs and specialists — warm paths in, and the accounts each one touches.
Add a partner
Add anyone you work with — a partner doesn't need to already be on your accounts.
Bulk import (paste or CSV)
Your roster
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People
Every contact across your accounts.
Partner circles
Who overlaps on which accounts — and the split on each shared one.
Pick up to 3 circles to compare. Any account sitting in an overlap is shared — that's a split.
Split zones in this view
All accounts
Every account in this workspace.
URL Audit
Website coverage across this workspace.
Team dashboard
Accounts, cadence pipeline, and activity across your BDR workspaces.
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Partners
The referral network a Partner Brief can go out to — plus which CPA/broker COIs are aligned with which direct partner.
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Email Archive
Every email sent through the Email Builder in this workspace.
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Call reminder
Emails you at the time you pick — no need to have the app open.
Link an aligned COI
Partner Briefs
A short brief you compose, featuring accounts from this workspace, sent to a partner and their aligned COI in one click.
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New brief
Sections can be anything — market research, a legislation update, whatever you'd normally write yourself.
Send brief
Opens Outlook with the brief pre-filled — nothing sends automatically.
Enrichment
Your account worksheet — edit any account inline, bulk-upload Benefit Flow sheets, import, and mass-apply cadences or emails.
Account worksheet
Every account in this workspace. Click any cell to edit — it saves straight to the account. New Apollo leads appear here automatically.
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Import accounts
Benefit columns (carrier, broker, participants, renewal date, plan name, broker commission) are picked up automatically if present — no separate upload needed.
Up to 6 photos per parse — a printed or handwritten list, a spreadsheet screenshot, or a directory page. Sent to Gemini to read out company / address / contact rows.
Up to 10 PDFs per batch — each document becomes its own account, pre-filled with whatever Gemini reads out (company, contact, carrier, broker, participants, renewal date). Starts as soon as you pick files, no separate "Start" step.
Auto-maps by column header (Employer Name, Primary Carrier, P&C Broker, Benefits Renewal Date, Plan Name, Covered Lives…). Only updates accounts already in this workspace — never creates new ones. Fills where the sheet has a value; keeps what's already there when it's blank.
Pick accounts
0 selected
Sorted newest-added first —
Tag classification
Only fields you set here are applied — leave a field on "Don't change" to skip it and leave each account's existing value alone.
Check events
Looks up real, upcoming, in-person public events for each selected account — company-hosted conferences/open-houses, or prominent industry trade shows for their sector. Each account's check is a grounded web search, so this can take a while for a large batch — results are saved per account as they finish.
Apply cadence
Change start date
Re-anchors due dates for the selected accounts to this date — only touches steps without a manual due-date override. Existing progress (done/pending status) is untouched, this only shifts when what's still pending is due.
Send email
Placeholders: {{contact}}, {{firstName}}, {{company}}, {{title}} — swapped in per account. Same subject/body for everyone otherwise. Nothing is auto-sent — this queues the Email Builder one account at a time, same as today's single-account flow.
Company
Contact
No contact on file yet.
Priority
Last touch
Notes
Get directions
Nearby accounts
Sorted by distance from you right now.
Neyla.ai
Live GPS
<18 mi
18–22 mi
22+ mi
Nearby accounts

Share intel

Teammates will see this pin on the field map.
This week
Everything due through the next 6 days — a lookahead, not a work queue.
Week load
This month
Every pending touch and partner event, plotted on its due date.
Click a day to see what's due.
Build email
Drafted from this account's details — edit anything before sending.
"Copy + Open in Outlook" copies the Outlook-formatted email and opens Outlook already addressed — press Ctrl+V (⌘+V on Mac) once to drop it in, formatting intact. On a phone it pre-fills the body directly, no paste needed.
Open Outlook Web instead
Today

Due today

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Prioritized queue
Portfolio

Accounts

Contacts

People

Neyla.ai
Workspace

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