Product information and versions
Upload an external-facing sales PDF, check extracted information and page references, correct it, and approve a specific version.
Output: An approved product version
Turn product context into account research you can review.
Start with shared customer criteria and keep the evidence beside human decisions. The current focus is products, ICPs, account research, and review. Availability depends on workspace status.
Customer criteria you can check
Define company attributes, must-have conditions, exclusions, and buying roles. When evidence is missing, keep the uncertainty visible.
Output: An active ideal customer profile (ICP)
Controlled account research
In an enabled workspace, review the scope and estimate before an Owner approves. Run records retain progress, accounts, and cost information.
Output: Run records and source evidence
Make a human decision with the evidence in view
Company details provide rule matches, sources, and review records. Check the evidence and relevant criteria rather than relying only on a historical approval or score.
Output: A traceable human review record