Habits Engagement Engine

About

Habits Engagement Engine is a Chrome extension designed exclusively for financial advisors using Habits.

The extension adds a side panel directly alongside your browser tab, allowing you to transform webpages into actionable meeting preparation and outreach intelligence without disrupting your workflow.

### Built for Financial Advisors

- Sign in securely using your Habits advisor account
- Meeting Prep Mode generates insights to help you prepare for client and prospect conversations
- Outreach Mode helps identify relevant talking points and engagement opportunities
- Add optional context or intent (e.g., "Annual Review", "Prospect Introduction", or "Discovery Call") to guide analysis

### What You Get

Page-Aware Intelligence
Analyze the content of the webpage you're viewing, including supported LinkedIn profiles, company websites, and other professional content.

Meeting Preparation
Quickly generate summaries, key insights, discussion topics, and relevant context before client meetings.

Outreach Support
Create personalized talking points and engagement ideas based on publicly available information.

Copy-Friendly Output
Easily copy summaries, notes, and suggested messaging into emails, CRM systems, meeting notes, or client records.

### Privacy & Security

- Session data is stored locally on your device
- Supports Light, Dark, and System themes
- Requires an active Habits advisor account
- Consumer Habits accounts are not supported

Habits Engagement Engine helps advisors spend less time researching and more time building meaningful client relationships.