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Evergrowth Documentation

Open and read a contact detail page

The contact detail page is where everything Evergrowth knows about one person comes together: their qualification status, research, plays, persona match, and the agent activity tied to them. Open it whenever you want the full picture of a single contact before reaching out, or to run an agent against just that one person. For the list-level view, see Filter contacts.

Before you start

Section titled “Before you start”

You need a contact record to open. If you only have a name or company, create or import one first - see Create a record manually or Import contacts from a file.

Some tabs only appear or become usable once a contact has certain data. The DISC Profile and LinkedIn insights tabs stay disabled until the contact has a LinkedIn profile, and the Digital twin tab stays disabled until the contact is eligible for one. This is covered in the tab list below.

If you signed in with a read-only role, you can open and read everything on this page, but the agent and action buttons in the header are hidden. The Changelog tab is only shown to admins.

Steps

Section titled “Steps”

  1. Go to your contacts list and click the contact’s name to open their detail page. The page opens on the Overview tab by default.

  2. Read the header at the top of the page. It shows the contact’s name, their job title and the account they belong to (the account name is a link to that account), and a LinkedIn button if a profile URL is on file. Next to the name you may see one or more status chips:

    • DNT - the contact is on your Do Not Touch list and should be excluded from outreach.
    • Deletion in progress - the contact is being removed from your data.
    • Merge in progress - the contact’s account is queued for an auto-merge and the contact will be reassigned to the surviving account.
    • Deleted from (connected system) - the matching record was deleted in your CRM.
    • A spinning indicator with the note “Agents are working on this contact…” - an agent is currently running against this person.
    • IBP: (Yes / No / Inconclusive) - the contact’s Ideal Buyer Profile qualification result. Hover it to read the reason. A lock icon means the status was set manually and won’t be overwritten by the next qualification run.
    • A warning chip meaning the persona this contact was qualified against was deleted, so the qualification no longer maps to a live persona.
    • CRM sync icons showing whether the contact is linked to your connected systems.

  3. Just below the header you may see a banner. A deletion or merge banner restates what the matching chip means. A duplicate banner reports how many potential duplicates were found and, if your role allows, offers a Review link to resolve them.

  4. Use the header action buttons (top right) to run work against this single contact. The agent buttons open a window where you confirm settings before the run starts:

    • Qualification agent - score this contact against your Ideal Buyer Profile. See Run a Contact Qualification.
    • Research agent - gather research on this contact. See Run research.
    • Generate digital twin - build a digital twin for this contact. This button only appears when the contact is not yet eligible for the Digital twin tab. See Generate plays and a digital twin.
    • Generate plays - draft outreach plays for this contact.
    • Email/Phone finder - search for the contact’s email and phone. See Find an email or phone number.
    • Select workflow - pick a saved multi-step workflow to run against this contact (and optionally schedule it instead). See Run a workflow.
    • The overflow menu (the ”…” button) holds the rest: Assign owner, Add to Do Not Touch, Remove from Do Not Touch, and (for full-access roles) Delete.

  5. Switch tabs to read the contact’s data. The tab strip sits under the header:

    • Overview - the contact’s profile and their plays. The number badge on this tab is the count of plays.
    • Agent research - the output of research agents that have run on this contact.
    • DISC Profile - the contact’s communication style. Disabled until the contact has a LinkedIn profile; hovering the disabled tab reads “Available for IBP contacts with a LinkedIn profile.”
    • LinkedIn insights - insights drawn from the contact’s LinkedIn profile. Disabled until the contact has a LinkedIn profile, with the same hover note.
    • Digital twin - the contact’s digital twin. Disabled until the contact is eligible; while it is disabled, the Generate digital twin action appears in the header instead.
    • Roleplay - practice a conversation with this contact’s profile. See Practice with roleplay training.
    • Persona card - which persona this contact matches and the detail behind it. An open-setup icon next to the persona opens that persona’s setup in the Agent Training Center.
    • Task feed - the agent jobs queued, running, and finished for this contact. A running indicator appears on the tab while an agent is active.
    • Scheduled - workflows scheduled to run against this contact.
    • Custom fields - your own fields for this contact. See Use custom fields.
    • Changelog - the history of changes to this contact. Shown to admins only.

What happens next

Section titled “What happens next”

Reading a tab is instant. When you run an agent from a header button, the run is queued and the spinning indicator appears next to the contact name and on the Task feed tab while it works; the page refreshes on its own as the job progresses. Results land in the matching tab - research in Agent research, plays and the play count on Overview, the qualification result in the IBP header chip. Open the Task feed tab to watch progress or see why a job stopped. To review what came back, see Review agent outputs; if a job errored, see An agent job failed.

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