# Setting yourself up on the product

This article covers initial setup of a Super Connector account, including network upload and key settings.

Prerequisites: an invitation to the Boomerang Super Connector Program. If you haven't received one, contact the team that referred you.

### What a Super Connector Does

Super Connectors make warm introductions from their professional network to sales teams who request them. Rudy, Boomerang's matching engine, identifies relevant paths. The program team validates each request against your stated preferences before it reaches you. You decide which introductions to make.

### Before You Begin: LinkedIn Connections Export

The matching engine works against your LinkedIn network. You'll need a `connections.csv` file ready to upload during setup.

#### Request your LinkedIn archive

1. Go to [linkedin.com/mypreferences/d/download-my-data](https://linkedin.com/mypreferences/d/download-my-data).
2. Select **Download larger data archive**.
3. Click **Request archive**.
4. LinkedIn emails the archive to the address on your LinkedIn account when ready. Check spam if it doesn't arrive.

#### Locate `connections.csv`

1. Open the archive.
2. Save `connections.csv` to your device.

### Accessing Boomerang

Two options:

**Web app.** Go to [app.getboomerang.ai](https://app.getboomerang.ai/), enter your email, select **Sign in with OTP**, and enter the code from your inbox.

**Invite link.** If your Super Connector Admin sent a personal invite link, click it to access Boomerang directly. No password required.

### Setup Flow

Onboarding has four steps: **Welcome → Consent → Network → All Set**.

#### Step 1: Welcome

<figure><img src="/files/CYxbbu2u00LK0LiA0rri" alt=""><figcaption></figcaption></figure>

Rudy introduces the matching engine and its operating principles. Click **Good to meet you, Rudy →** to continue.

#### Step 2: Consent

Review and agree to how Boomerang uses your network data. The platform operates under a privacy-first model — your data is not shared without your knowledge, and you control every introduction request.<br>

<figure><img src="/files/Eoa75b0w2qWkw2uJMMDA" alt=""><figcaption></figcaption></figure>

#### Step 3: Connect Your Network

Upload your LinkedIn connections file. The matching engine uses this network data to identify warm paths. Additional contacts can be uploaded later via **Settings → My Connections**.<br>

<figure><img src="/files/A04KV81QoVqtksmaCMqY" alt=""><figcaption></figcaption></figure>

#### Step 4: All Set

<figure><img src="/files/UjmEGrm9320NXdfiSn62" alt=""><figcaption></figcaption></figure>

Once your network is connected, the matching engine begins running against active opportunities. The summary shows two categories:

* **Confirmed Paths** — strong matches with verified connections.
* **Other Paths** — potential matches still being evaluated.

Initial counts may be low; the matching engine continues mapping connections after the initial sync.

### How Requests Work

| Stage               | Description                                            |
| ------------------- | ------------------------------------------------------ |
| Sales rep request   | Each request includes deal context and rationale.      |
| Program team review | The team validates fit before the request reaches you. |
| Your decision       | Approve, decline, or request more information.         |

### Weekly Clearing Session

<figure><img src="/files/UjmEGrm9320NXdfiSn62" alt=""><figcaption></figcaption></figure>

A recurring time block on your calendar for reviewing pending requests.

Configurable parameters:

* **Cadence:** Weekly, biweekly, or monthly
* **Day:** Any day of the week
* **Time:** 7:00 am – 6:00 pm, in 30-minute increments
* **Timezone:** ET, CT, MT, PT, GMT, CET, IST, SGT, AEST

Click **Add to Google Calendar**, then **Go to my dashboard** to enter the portal.

### Dashboard Overview

The Super Connector portal has three sections:

* **Requests** — review and respond to live introduction requests
* **History** — log of past introductions
* **Settings** — profile, preferences, and data controls

### Settings

#### Personal Information

<figure><img src="/files/Ye0EIQd6pWCfs1YoyelF" alt=""><figcaption></figcaption></figure>

* First Name / Last Name
* Email
* Phone
* LinkedIn URL
* **Network Description** — a short description of your professional network and areas of expertise. Used by the matching engine to determine fit.

Click **Save Personal Info**.

#### Engagement Preferences

<figure><img src="/files/tbJMJUJhLYophNPiSyWm" alt=""><figcaption></figcaption></figure>

Defines the conditions under which you'll consider making introductions.

**Your Current Preferences** — free-text rules. Examples: requirement of an existing personal relationship, full deal context, or specific industries.

Filters:

| Filter             | Options                    |
| ------------------ | -------------------------- |
| Opportunity Stage  | Any, or specific stages    |
| Contact Seniority  | Any, or specific seniority |
| Minimum Deal Value | Any, or a threshold        |

**Reveal my connections only after I opt-in.** When enabled, sales reps see only that a warm path exists. Your identity is hidden until you accept the specific request.

Click **Save Preferences**.

#### Privacy & Data

<figure><img src="/files/cLLhIFpfOzs8hNr12aDw" alt=""><figcaption></figcaption></figure>

**Export Your Data.** Download a complete copy of your connection data and introduction history. A secure download link arrives by email within 24 hours.

**Program Status.**

* **Transition to Alumni Status** — reduces engagement while keeping your connections in the system. Reactivatable at any time.
* **Leave Program & Delete Data** — permanently removes all your data. Not reversible.

#### My Connections

<figure><img src="/files/76mJbHeQIdovSitAmARI" alt=""><figcaption></figcaption></figure>

Upload additional contacts beyond your LinkedIn export. CSV format: `First Name, Last Name, LinkedIn, Company Name`.

Click **Save Connections**.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.getboomerang.ai/super-connectors/setting-yourself-up-on-the-product.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
