Product / Capabilities / Intro request orchestration

8 of 12 · Get the intro made

Intro request orchestration: the right person asks.

Intro request orchestration is how Boomerang turns a warm path into an ask that a real person sends, and follows it to the meeting. Rudy, Boomerang's AI agent, picks the internal hop, the person inside your company with the strongest tie to the connector, and checks the connector's preferences on deal size, channel and cadence.

7-day free trial on Starter, no card. Team and up.

Real product UI, names anonymisedWarm path cards showing the hop through an investor and an advisor, each with Request intro
How it reads, illustrative
RepAlex Tran, AE
→
Internal sponsorMegan Walsh, CSM
→
ConnectorElena Vargas, your customer
→
BuyerMarcus Hale, CSO
Slack · Direct message from Rudy
R

Rudy APP9:14 AM

Alex Tran is asking for an intro to Marcus Hale, CSO at a target account. You worked with Marcus for four years and he commented on your post last week. Megan has a draft ready for you.

AcceptDeclineNeeds ClarificationWhy This Intro?

Illustrative example. People and companies are invented.

Sender: The relationship owner, from their own accountIn Slack: Accept, Decline, Needs Clarification, Why This Intro?Tracked: To the meeting

How it works

Intro request orchestration, step by step.

Pick the internal hop

Customer asks route through the CSM who owns the account, board asks through the CEO, and partner asks through the alliances lead.

Respect the connector

Rudy checks each connector's preferences on deal size, channel and cadence, and follows the rules your team set about who to leave out.

Draft, approve, send

Rudy drafts the ask in the sender's voice, answering your workspace's intro form.

Follow up and report

Rudy logs the request, nudges when it goes quiet and reports whether it became a meeting.

In the field

3xclose rate on nearbound deals vs outbound, across 1mind's 15 AEs

1mind

“We’re seeing good results using Boomerang to help surface those paths into accounts, and then reps are actioning that.”
Josh Carter, Head of Revenue Operations, 1mind

Plans

Which plans include it.

Answering intro requests in Slack needs Rudy on Slack, which comes with Team and up. Full details on pricing.

Starter✓

Request management for up to 3 Primary Super Connectors

Team✓

Intro request routing, outcome tracking and reports, Slack answers with Rudy on Slack

Company✓

Everything in Team, plus Slack Connect so connectors use Rudy from their own Slack

Enterprise✓

Custom

Keep going

Related pages.

Related capabilities

Use cases, playbooks and guides

In the changelog

Questions

Intro request orchestration, answered.

Does Rudy send intros on my behalf?

No. Rudy drafts the ask in the sender's voice, and the person who owns the relationship approves it and sends it from their own account. Rudy never emails or messages anyone on anyone's behalf.

How does Rudy decide who should ask?

He picks the internal hop: whoever inside your company has the strongest tie to the connector. Customer asks go through the CSM who owns the account, board asks through the CEO and partner asks through the alliances lead.

Can Super Connectors answer intro requests in Slack?

Yes. In workspaces with Rudy on Slack, Super Connectors get each intro request as a Slack message with Accept, Decline, Needs Clarification and Why This Intro? buttons. Decline asks for a short reason, and Needs Clarification sends the question to the workspace admin.

Can we keep certain people or companies out of intro asks?

Yes. Tell Rudy who to leave out, such as a person, a company, a domain or every company in a HubSpot deal stage, and he turns your notes into rules you check and save. Owners and admins can set rules for the whole team.

What happens after the ask is sent?

Rudy logs the request, nudges when it goes quiet and reports the outcome back. An intro request sent to several Super Connectors stays open while any of them can still help and closes for the others once one accepts.

See it on your own network.

Start on Starter with a 7-day free trial, no card. Team and Company start with a setup call: about 60 minutes of technical setup, graph in under a day, full go-live in about a week.

Last updated 2 November 2026. Plan details match the pricing page.