Valkyrie Assist
Prospects researched by AI. Promoted by people.
Import a list, add AI columns that research fit and reasoning, qualify and segment, then promote only the winners into your CRM. Noisy research never touches your contact database.
| company | AI: fit | AI: reasoning |
|---|---|---|
| Northline Fabrication | Strong | Runs WooCommerce, 400+ SKUs |
| Harbor Fluid Systems | Review | Distributor; catalog in PDFs |
| Pine Ridge Supply | Weak | No online catalog found |
Bulk run estimate shown before it starts. Promote 1 to CRM →
Valkyrie Assist is Forge's prospecting module: prospects stay pre-CRM while AI columns enrich and qualify them, and only promoted prospects become contacts in The Viking Stack CRM, the system of record.
The loop
Import, enrich, qualify, promote.
- 01
Import
CSV wizard or Apollo.io, with email as the canonical identifier.
- 02
Enrich
AI columns per provider: Claude, OpenAI, Gemini, Perplexity or xAI.
- 03
Qualify
Segments, review and knowledge-base profiles keep judgment consistent.
- 04
Promote
Mapped fields, tags and an optional reasoning note land in the CRM.
Spend you can see
Every bulk run shows its price first.
- Single-prospect runs execute immediately
- Bulk runs queue with an estimated cost up front
- Platform-lane runs reserve against your allowance
- Kill switches stop a runaway job
- Every execution records tokens and cost
Ask about Valkyrie Assist
Scripted assistant · demo catalog · not a live AI
Questions
Valkyrie Assist.
Why keep prospects out of the CRM?
Research lists are noisy. Valkyrie Assist holds prospects as pre-CRM leads so enrichment, qualification, and cleanup happen before anything touches the contact database. Promotion is graduation: only promoted prospects become CRM contacts, and re-promoting updates the same contact rather than creating a duplicate.
Which AI providers can run enrichment columns?
Claude, OpenAI, Gemini, Perplexity, and xAI. Each column names its provider. Accounts can run on the platform allowance or bring their own per-provider keys, and the builder shows which lane a column will use before you run it.
How do we control AI spend?
Single-prospect runs execute immediately. Bulk runs are queued with an estimated cost shown up front, platform-lane runs reserve spend against your allowance, and kill switches stop a runaway job. Every execution records tokens used and cost.
What happens on promote?
The contact is upserted with your mapped standard and custom fields, mapped AI-column values land in CRM custom fields, tags are added (never overwritten), and an optional note carries the AI reasoning. Delivery goes through the same idempotent, retrying queue Journeys & Pulse uses.
Does it pull from or sync with the CRM?
No. Valkyrie Assist is one-directional by design. The Viking Stack remains the sole system of record for contacts, and nothing reaches it except through the promotion flow.
Is Valkyrie Assist a separate app?
No. It is a module inside Forge alongside AEO & Agentic Storefronts and Journeys & Pulse, sharing the same account, connections, design system, and task monitor.
Next step
See what AI reads before your buyers do.
Start with a free GEO Report on your own storefront, or book a working session and we will walk through your catalog together.