Research agents answer a defined set of questions about a company or person.
Use an agent in a play’s qualification action
to decide whether a record meets your criteria. For example, ask whether a
company sells to businesses, then route qualifying accounts to prospecting.Each agent has a record type, questions with expected response types, and
optional guidance. Test it on example records before using its answers to
qualify records in a play.
Open the qualification action in your play to select an existing agent or create
one. The agent’s record type must match the companies or people entering the
action.
1
Confirm the record type
Use a company agent for account questions and a person agent for questions
about individual prospects. Unify makes the record’s data available during
research. Once an agent is saved, its record type cannot be changed.
2
Define the questions
Write a concise question and choose the format for its answer:
Response type
Example question
True/False
Does this company have an office in San Francisco?
Number
How many years of full-time experience does this person have?
Select
Does this company sell to businesses, consumers, or governments?
Text
What products does this company sell?
For a select question, provide the available options. Enable Allow multiple options
when several answers may apply, such as the funding rounds a company
has completed.
3
Add guidance
Use the optional guidance prompt for context that helps answer your
questions: definitions of specialized terms, relevant details about your
business, or sources to consult. Keep the questions themselves focused on
what you want to learn.For example, define what counts as a business customer if you need to
distinguish a company’s paying customers from its partners.
The agent editor groups record type, questions, and guidance.
Once the configuration is valid, the example panel lets you run the agent on
sample records. Search for a company or person, or use the shuffle control to
select a random record. Review the answers and supporting research, then adjust
the questions or guidance if the results miss your criteria.You can run several examples and use the arrows to move between their results.
Include records you expect to qualify and records you expect to reject.
Run examples and use the arrows to compare results across records.
Click Create to save the agent, or Update when editing an existing one.Select the agent in the qualification action and choose the answers required
for qualification. Configure whether the record must meet all requirements or
any requirement, then connect the qualifying and non-qualifying paths to the
appropriate next actions.After the play runs, inspect the action’s answers in the
play logs. Use those results to refine
your qualification criteria.
⌘I
Assistant
Responses are generated using AI and may contain mistakes.
