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Agent configuration

Every Agent is configured with three settings:
  1. Record Type: Specify whether this agent will run on Company records or Person records.
  2. Questions: Define research questions for the agent to answer.
  3. Guidance (optional): Provide additional context or advice to the agent to improve the results.
Once you’ve configured your Agent, test it by running it on example Companies or People.

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Record type

Agents can run on Companies or People. Data from Unify for the underlying records will be made available to the Agent as it performs research to answer your questions. For example, an agent intended to perform account qualification will run on Company records. On the other hand, an agent that researches individual people for lead qualification will run on Person records.
Once you save an Agent, you cannot change its record type.

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Questions

Define a set of questions that the Agent will answer for you. Every question has an expected response type. The available response types are:
Agents will respond with either True or False to a question of this type. This is best for simple questions:
  • Does this company have an office in San Francisco?
  • Is there a pricing page on this company’s website?
Agents will respond with a number to a question of this type. This is best for questions that require a numerical answer:
  • What was the revenue for this company last year?
  • How many years of full-time experience does this person have?
Agents will respond with a single option from a list that you specify. This is best for multiple-choice questions:
  • Is this company B2B, B2C, or B2G?
    • Options: B2B, B2C, B2G
    • Answer: B2B
In some cases, you may want the Agent to respond with multiple options from the list you provided. Click the Allow multiple options checkbox to enable this. When enabled, the Agent will respond with zero, one, or multiple options.
  • Which of the following funding rounds has this company completed?
    • Options: Seed, Series A, Series B, Series C, Series D, Series E
    • Answer: Seed, Series A
Try to keep your questions straightforward and concise. Longer explanations or instructions are best suited for the guidance prompt.

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Guidance prompt

Optionally, you may provide a prompt to help guide your Agent’s thought process. If there is any context the Agent needs to answer your question, this is the place to include it. Providing guidance for the Agent is usually not necessary. The Agent already knows that it will be answering questions about a company or person, so you do not need to include that information in the prompt. Examples of things to include in a guidance prompt:
  • What your company does
  • Where to find specific information about the Person or Company to research
  • Definitions for specialized terms and concepts
Unify provides deep customization of and visibility into Agents’ thought processes. You can take advantage of this to tweak questions or guidance and dial in the accuracy.

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Testing your agent

Unify gives you best-in-class visibility into an AI’s chain-of-thought. Leverage this to test your Agent, diagnose any issues, and iterate on your questions and guidance prompts. Upon providing a valid Agent configuration, an extension will appear and prompt you to test your Agent. Use the search bar to find a specific Company or Person to test your Agent on, or use the shuffle button to randomly select a Company or Person. The Agent will run, explain its reasoning, and provide responses to your questions.
Generate multiple examples simultaneously to speed up your workflow. Navigate through these examples using the arrows at the top of the screen.