Review your product information
Bring an external-facing sales PDF. Check extracted information and page references, complete key fields, and have a Workspace Owner approve the version.
Output: An approved product version
Four steps to an evidence-led account decision.
This is the intended path in the real workspace. Research must be enabled, and paid runs require explicit approval. To explore without searching, start with the demo.
Demo: Fictional data, no sign-in, no search. Real workspace: Sign in to use your own product and ICP.
Define and confirm customer criteria
Specify company attributes, exclusions, evidence requirements, and roles. Confirm must-have conditions and how to handle missing evidence before an Owner activates the ICP.
Output: An active ICP tied to the product version
Review the scope before approving research
Check candidate count, region, keywords, product, and ICP. Inspect the estimate and authorization scope before approving. Candidate count is not a promise of qualified accounts.
Output: A research run, saved companies, and source evidence
Review the assessment
Inspect facts, rule matches, dates, unknowns, and historical reviews. Explicitly approve, reject, follow up later, or request more research, and record why. This does not send messages or book meetings.
Output: A traceable human review record