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Overview

Account intel gives reps research, suggested prospects, and outreach angles for companies in their book of business. Administrators choose the AI model and how many times each user can generate intel in a month.

Configure generation

In Settings → Intel, configure:
  • AI model: Choose the model used to research accounts. The selection affects research quality and credit usage.
  • Manual runs per user: Limit how often each user can generate intel each month.
Under Data sources, choose which available sources intel can use. Connected CRM data and research sources provide additional context alongside Unify data and public-web research. Each generation consumes credits based on the AI work performed. Click Save changes to apply the settings to your workspace.