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Evergrowth Documentation

Open and read an account detail page

The account detail page is the full view of a single account: its research, contacts, plans, sync state, and history in one place. Open it whenever you want to understand an account before acting on it, run an agent against it, or check what the workspace already knows.

The page uses the same shell as the contact page: a header of actions, a panel down the left that always shows what the company is, and tabs for the work done on it. Whichever tab you are reading, the account’s ecosystem, vertical, ICP status, owner, and domain stay on screen - so you can judge a piece of research against the qualification that produced it without navigating away.

If you are signed in with a read-only seat, you can open and read every tab, but the agent and edit actions described below are hidden. See Roles and access.

Steps

Section titled “Steps”

  1. Go to the accounts list and click the account name. The detail page opens on the Overview tab.

  2. Read the header. The company logo carries a colored ring around it showing the strength score, if the account has one (see below). The account name sits next to it - click it to edit it in place - followed by any status badges that apply (see below). The account’s website domain shows as a link just under the name.

  3. Use the header action buttons (top right):

    • Strategize with Eva - opens a conversation with Eva already pointed at this account, for the “is this worth working, and what first” question rather than reading every tab yourself. See Eva.
    • Launch agent - run one agent against just this account: Domain finder agent, Qualification agent, Research agent, Generate account plan, or Contact finder. Each option shows a short description and when to use it; picking one opens a setup window scoped to this single account. See Running agents.
    • Launch workflow - run a saved workflow against the account, or schedule it. See Run a workflow.
    • The overflow menu (the … button) offers Add to Do Not Touch, Remove from Do Not Touch, and, for full-access seats, Delete.

  4. Read the record panel down the left side. It stays in place on every tab and holds what the company is, rather than what has been done to it:

    • Company information - Ecosystem, Vertical, ICP Status, Domain, Linkedin, Parent company, Owned by, Source, and Tags. The domain, LinkedIn URL, owner, parent company, and tags are editable in place: hover the field, click the edit icon that appears, make the change, and it saves as soon as you confirm it. The ICP status can be set by hand and locked so agents will not change it; hover it for the reasoning behind the current result. An open-setup icon next to the vertical (or the ecosystem, when no specific vertical is set) jumps straight to that vertical’s setup in the Agent Training Center.
    • Custom fields - a collapsible section with a count and a + button to add a value. See Custom fields.

    Drag the panel’s right edge to resize it. The width is remembered across every account and contact you open afterwards.

  5. Switch tabs for the work done on the account. The tab bar stays pinned as you scroll:

    • Overview - the Account plans generated for this account, listed by Name with a Last updated time. Expand a row to read the plan. See Account planning.
    • Contacts - the people linked to this account, with a count on the tab.
    • Research - everything the agents found, on one scrolling page, with links at the top that jump to each section: Qualification agents (whether the account fits your criteria and why), Research agents (the facts and signals gathered - see Account Research), and Business model (what the company sells and how it makes money). A search box narrows the results to agents whose name or answer matches what you type. If agents were added to the ecosystem after this account was last qualified, a Missing qualification agents notice names them and asks you to re-run qualification.
    • Relationship map (marked Beta) - the people and reporting lines at the account, with All relationships and By expertise views. This tab appears only when the account’s ICP status is Yes and its qualification target still exists. See Relationship map.
    • Activity - what happened and when: Agent tasks (the running log of agent and system activity for this account), and, when the account is linked to a CRM, CRM activities, Opportunities, and Sync logs. Admins also get Changelog. A working indicator appears on the tab label while agents are running. See Monitor the task feed.
    • Child accounts - accounts that roll up under this one, with a count. This tab appears only when the parent-child structure is turned on for your company and the account is itself a parent.

What the CRM entries hold

Section titled “What the CRM entries hold”

Opportunities lists the deals on the account with their value, stage, expected close date, and status (Open, Won, or Lost). CRM activities is a timeline of the calls, emails, meetings, tasks, and notes logged against the account, each with its date (upcoming ones are marked), its owner, and the contacts involved - a call or meeting also shows its outcome, its direction and duration, and, when your CRM captured them, a link to the recording, an expandable transcript, and an expandable Internal notes section with any meeting summary your CRM generated. Sync logs holds the most recent sync events for this account with their status and direction, up to the latest 50. Everything here is read from your CRM and is view-only. See Integrations.

What the Changelog records

Section titled “What the Changelog records”

The Changelog answers “who changed this account, and to what”. Each row names the kind of record that changed, what changed on it, the Event, the Origin (whether it came from a person, an agent, or a sync, with the user’s address where there is one), and the date and time. Expand a row to see the Before and After side by side. Filters across the top narrow by event, origin, user, record type, or date range, and there is a search box. New entries can take up to 30 seconds to appear, which the page tells you.

Two things are worth knowing about what lands here. Changes to an account’s Tags are recorded like any other change, so a tag that was added or removed is attributable rather than just quietly different from what you remember. And the Changelog only holds changes that actually altered the record: a routine re-sync that rewrites the same values does not create an entry, so a long list means real activity rather than background noise.

Header badges

Section titled “Header badges”

The badges that appear next to the account name tell you its state at a glance:

  • DNT - the account is on the Do Not Touch list, so agents and outreach skip it. See Do Not Touch.
  • Deletion in progress - the account is being removed from your data. A banner repeats this at the top of the page.
  • Merge in progress - the account is queued for an auto-merge and will either remain as the primary record or be merged into another. A banner repeats this.
  • Deleted from {provider} - the linked record was deleted in the connected CRM.
  • An agent indicator with the tooltip “Agents are working on this account…” - one or more agents are currently running. It clears when they finish.
  • A CRM icon with a colored dot - the sync state with each connected CRM. Hover the icon for a panel showing whether the record is Synced, Partially synced, Failed, or Skipped, the fields that synced, and a Resync button. See CRM sync status.

The account’s ICP status - Yes, No, or Inconclusive, with a lock marker when it has been set by hand - is not a header badge: it lives in the Company information panel on the left, where it stays visible on every tab. See ICP status.

The ring around the company logo is the strength score, a percentage calculated from research agents that found positive signals, with the number itself shown just below the logo. A higher score means stronger fit. See Account signals.

If the account has one or more potential duplicates, a banner near the top reports the count and, for full-access seats, links to Review. See Manage account duplicates.

What happens next

Section titled “What happens next”

Reading is instant. When you run an agent or a workflow from this page, the agent indicator appears next to the account name and on the Activity tab while it works, and the page refreshes on its own as results land. Research and qualification land under Research, plans on Overview, and the qualification result updates the ICP Status field in the record panel. Inline edits save as soon as you confirm them and show immediately across the list.

Links saved before the page was reorganised still work: an old link to an account’s agent research, account plans, task feed, custom fields, or CRM records now lands on the matching tab and section rather than breaking.

Eva term map: the account page’s tabs are Overview (account plans), Contacts, Research, Relationship map, Activity, and Child accounts, plus a fixed left panel holding company information and custom fields. Older wording treated “Agent research”, “Account plans”, “Task feed”, “Custom fields”, and “CRM” as tabs in their own right; they are now sections inside the six above. Business model moved off the overview and is now the third section of the Research tab. When a customer names an old tab, answer with where it lives now rather than correcting them.

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