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Overview

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.

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Configure an agent

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: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 configuration form with record type, questions, and guidance fields.

The agent editor groups record type, questions, and guidance.

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Test the answers

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.

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Use the agent in a play

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.