The Chrome AI Talent Assistant makes it easy to discover and add new Contacts to your Crelate database in just a few clicks.

As you browse supported websites and social media platforms, opening the extension will automatically detect available information from the profile you are viewing.

When you navigate to a new profile, select the Discover icon at the top of the extension to retrieve the Contact's available details.

Before saving the Contact, you can review and edit any of the discovered fields directly within the extension. When you are ready, select Add to Crelate to create the new Contact Record with your updates.

You can upload a resume directly into the extension to automatically extract information and populate the corresponding Contact fields before creating a new Contact in Crelate. If you prefer not to parse the resume fields, you also have the option to first add the Contact to Crelate and then attach the resume file directly to the Contact's record.

To upload a resume and parse the fields, select the Resume tab, then drag and drop the file into the upload area or browse your files to select a resume from your device.

Once the upload is complete, select Parse Fields to extract the information from the resume and populate the fields within the extension.

After reviewing and making any necessary edits to the parsed information, select Add to Crelate to create the new Contact Record. The resume will automatically be attached to the Contact's record when it is saved.

To attach a resume for a New Contact without parsing its fields, first select Add to Crelate to create the Contact Record.

Once the Contact has been added, upload the resume by dragging and dropping the file into the extension or by browsing your files. The resume will then be automatically attached to the Contact Record without parsing the resume fields.

The Crelate AI Talent Assistant also allows you to automatically generate and attach a PDF resume when creating a new Contact in Crelate.

To enable this feature, select the three-line menu in the upper-left corner of the extension, then choose Settings.

From the Settings menu, enable the Auto Generate PDF option.

Once this setting is enabled, selecting Add to Crelate will create the new Contact Record and automatically generate and attach a PDF resume to the Contact's record in Crelate.

Note: Enriching a Contact in the extension before adding them to Crelate with the auto-generated PDF resume will produce higher-quality results of the details included in the PDF resume.

When adding new Contacts through the extension, you will also have the option to use Find In Selected Text. This feature allows you to capture supported information available on the Contact's profile page and use it to populate fields in Crelate.

**While Find In Selected Text is available, we recommend using the Discover option whenever possible. Discover uses our curated dataset of over 1 billion profiles with refreshed and updated information to provide more accurate and reliable Contact data.**

The Crelate Chrome AI Talent Assistant makes it easy to view, update, and manage existing Contacts without leaving the page you are working on or interrupting your workflow.

As you browse supported websites and social media platforms, the extension will automatically identify matching Contacts in your Crelate database. From there, you can update Contact information, attach resumes, create Activities, and perform other actions directly within the extension.

To update an existing Contact, select Edit and make any necessary changes.

When editing the Contact, you can manually update any fields in the extension. You can also select the option at the bottom of the displayed fields to Show all fields so you can modify additional Contact data fields directly in the extension.

When you are finished, select Update to save your changes to the Contact Record in Crelate.

The Add To option allows you to quickly associate a Contact with an Opportunity, List, or Sequence without leaving the extension.

Within the Add To menu, you can choose from the following options:

You can create and log Activities for existing Contacts directly from the Crelate AI Talent Assistant, allowing you to update Contact Records without leaving your current workflow.

To create an Activity, first select the Activity tab at the bottom of the extension. From there, you will have access to all Activity Types for your Contacts available to you in Crelate, making it easy to quickly create a new Activity for the Contact.

After selecting an Activity Type, the Activity form will open using the same configurations defined in your Crelate setup.

Enter the Activity details as needed, then select Save to log the Activity to the Contact's Activity Stream in Crelate.

You can upload a resume directly into the extension to attach the resume file directly to the existing Contact Record in Crelate.

To upload a resume, select the Resume tab, then drag and drop the file into the upload area or browse your files to select a resume from your device.

Once the upload is complete, select Attach Resume to automatically add the resume to the Contact's record in Crelate from the extension.

In addition to resumes, you can upload other document types directly from the extension, making it easy to attach supporting documents to a Contact Record in Crelate.

To upload a document, select the Other Documents tab, then drag and drop the file into the upload area or browse your files to select a document from your device.

Once the upload is complete, select the appropriate Document Type from the available options configured for Contacts in your Crelate environment.

Then, select Attach Document to add the document to the Contact's record in Crelate.

Note: If you do not select a Document Type before attaching the document, or if no additional Document Types (other than Resume) are configured in your Crelate environment, the document will be assigned a Document Type of None by default. After the document has been added to the Contact record in Crelate, you can edit the document at any time to assign the appropriate Document Type.

The Crelate Chrome AI Talent Assistant gives you quick access to both your personal Email Templates and any Shared Email Templates available in Crelate. Templates can be copied directly from the extension and used throughout your recruiting workflow, including messaging platforms, social media sites, email inboxes, and other communication tools.

To access your templates, select the Templates tab at the bottom of the extension.

From there, select any available template to automatically copy its contents to your clipboard.

When pasted into a supported communication tool, such as email or InMail, the template will retain its configured formatting and automatically populate any Contact information configured within the template from the Contact Record.

For example, you can open a new message in Gmail and paste the copied template directly into the email editor.

You can also select the Contact's email address within the extension to open your default email application and quickly begin composing a message using the copied template, allowing you to continue your workflow without leaving the extension.

The Crelate Chrome AI Talent Assistant allows you to enrich both new and existing Contacts with newly available information, helping you maintain accurate and up-to-date Contact Records with the latest details, such as phone numbers and email addresses.

The extension will display indicators on new Contacts when additional information is available, making it easy to identify which records can be enriched.

To enrich a new Contact, select Enrich within the extension. Any available updated Contact information will populate directly in the extension, allowing you to review the changes before selecting Add to Crelate to create the new Contact Record with the enriched information.

To enrich an existing Contact, first select Edit within the extension, then select Enrich to retrieve any available updated Contact information. The enriched information will populate directly in the extension, allowing you to review the changes before selecting Update to save the information to the Contact's existing record in Crelate.

The Crelate Chrome AI Talent Assistant can also be used directly within your Gmail inbox to access Contact information and manage existing Contacts in your Crelate database. When an email sender's address matches an email address associated with a Contact Record in Crelate, the extension will automatically identify the Contact and display their available details.

From the extension, you can easily manage the Contact by accessing email templates, logging Activities, and completing other actions that sync directly back to the Contact Record in Crelate.

If the extension does not automatically find a matching Contact through the email lookup, you can manually search for the Contact by entering the sender's email address in the extension and selecting Check.

If the sender does not already exist as a Contact in your Crelate database, you will have the option to enter their first and last name and add them directly to Crelate by selecting Add to Crelate.

You can now also extract Company details directly into the extension. Go beyond individual talent profiles and use the Crelate Chrome AI Talent Assistant to research Companies directly from supported social media sites.

When you navigate to a Company page and select the Company tab, the extension uses our AI-driven dataset to populate available Company details and insights, giving you a more complete view of the organization without leaving the extension. You can then review the information, add the Company to your Crelate database, and explore related Contacts associated with the organization.

To add a new Company through the extension, simply navigate to a Company page on a supported social media site and select the Company tab in the Crelate Chrome AI Talent Assistant to pull the available Company details into the extension.

Once the Company details have been populated, first select Edit for Import. This allows you to review the available Company details and make any necessary updates before importing the record.

When you are ready to add the Company to your database, select Add to Crelate. The Company record, along with all available Company Insights, will then be added directly to your Crelate database.

When viewing an existing Company in the extension, you can manage and update its Crelate record without leaving the Crelate Chrome AI Talent Assistant. Easily edit Company details, add the Company to a Business Development Opportunity or List, and view related Contacts associated with the Company.

From the related Contacts section, you can also add Contacts directly to an Opportunity or List, giving you a convenient way to manage related Company and Contact Records—all from one place within the extension.

To edit an existing Company, first navigate to the Company’s page on a supported site. Then, select the Company tab in the extension and choose Edit. You can update any available fields on the Company Record directly in the extension.

After you make your changes, select Update to save them. Your changes will be automatically reflected on the Company Record in your Crelate database.

You can easily add an existing Company to an Opportunity or List directly from the extension. Select the Add To dropdown menu, then choose Select Opportunity to add the Company to an existing Opportunity or Select List to add it to a List.

This makes it easy to organize Companies and associate them with the appropriate business development workflows without leaving the extension.

When viewing a Company, Company Insights can also help you identify relevant Contacts associated with that organization. The Crelate Chrome AI Talent Assistant surfaces Contacts across key roles—including top executives, VPs, Directors, Managers, and other senior-level professionals—helping you quickly identify the right people to connect with for your business development efforts.

From the available related Contacts, select Add to add a Contact directly to an Opportunity, or select Add to List to add them to a List. This allows you to quickly turn Company research into actionable Contacts and build stronger business development pipelines, all without leaving the extension.

You can now extract Opportunity details from supported sites by simply highlighting the relevant text on the page. The Crelate Chrome AI Talent Assistant uses the highlighted information to populate the Opportunity details in the extension, allowing you to quickly create a new Opportunity directly in your Crelate database.

This streamlined workflow lets you capture important Opportunity information without leaving the page or losing your place in your existing workflow.

To create a new Opportunity using selected text, navigate to a job posting on a supported site and highlight the relevant details you want to capture.

Once the text is highlighted, select Find in Selected Text from the extension. The Crelate Chrome AI Talent Assistant will analyze the selected text and populate the available Opportunity details in the extension.

Review the details, then select Add to Crelate to create the new Opportunity directly in your Crelate database.