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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.

The page is built as one fixed shell: a header of actions at the top, a contact details block underneath it that always shows who this person is, and four tabs for everything else. That shape is deliberate. The facts you need in every conversation - job title, email, phone, which account, which persona - sit across the top of the page above the tabs, so you are never clicking back and forth to re-check a detail while you work, and the tab you are reading gets the full width.

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.

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 is only available 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.

  2. Read the header at the top of the page. It shows the contact’s name - click it to edit it in place - with their job title and the account they belong to just below. The job title is editable in place too, the account name links through to that account, and a small colored ring beside the account name is that account’s strength score, so you can see how strong the company is while you are looking at the person. Alongside the name sits the contact’s photo, taken from their LinkedIn profile when one was found while enriching them; their initials stand in when there is no photo. The header also carries the IBP verdict and, for members who can edit records, Edit IBP qualification to set it by hand and Edit IBP qualification lock to freeze it against the next qualification run. 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 working indicator with the note “Agents are working on this contact…” - an agent is currently running against this person.
    • 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 act on this single contact:

    • Strategize with Eva - opens a conversation with Eva already pointed at this contact, so you can ask what to do about this person rather than reading the tabs and deciding yourself. See Eva.
    • Launch agent - pick which agent to run against this one contact. Each option shows a short description and when to use it, then opens 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 (see Run research), Generate plays (see Generate plays for a contact), and Email/Phone finder (see Find an email or phone number). Qualifying the contact as a fit is also what unlocks its Digital twin - there is no separate button to generate one.
    • Launch workflow - run a saved multi-step workflow against this contact, or schedule it. See Run a workflow.
    • The overflow menu (the ”…” button) holds Add to Do Not Touch / Remove from Do Not Touch and, for full-access roles, Delete.

    You do not have to scroll back up for these. Once the header scrolls out of view, a slim bar pins to the top of the page with the contact’s photo, name, and job title at their account, and the same four actions. Click the name in that bar to jump back to the top of the page. The tab bar stays pinned directly beneath it.

  5. Read the contact details block directly under the header. It sits above the tabs, so it stays with you whichever tab you open, and it holds who this person is rather than the work done on them. It is laid out in four rows:

    • Reach - the three ways to get to this person, each in its own slot: email, phone, and LinkedIn. Each of the email and phone slots leads with a mail or phone icon coloured by one verdict for that channel - green when the value has been checked and is good to use (with a small tick on the icon), orange when it is worth checking before you use it, red when it should not be used, and neutral when nothing has been checked yet. On a phone that has been verified, the icon instead takes the colour of the number’s intent tier, so a call-ready number also tells you how promising it is. Next to it sits the value itself: click it to copy, or follow it as a mail or dial link. Then an edit control - a padlock instead of a pen when the value is locked - and a +n link when the contact holds other values on that channel.

      Everything else lives in the details card. Hover the value and a card opens, headed Saved emails or Saved phone numbers with a count, listing every value the contact holds on that channel, one row each. The main value carries a Main chip, a copy control, an edit control, and on the right its check result - for an email Verified, Accept-all, Invalid, Unable to verify, or Not checked, with an information icon beside it that explains the result in one line; for a phone Verified (with the name of the service that verified it), Verifying, Unable to verify, Bad data, or Not checked - plus a priority chip ranking the number’s buying intent where scoring has run. Under it: the location line for a phone, a line saying the value is locked when it is, and a quiet source line carrying the provider’s mark and name, the mail server for an email, and when the value was found and last checked. A value with no recognised source reads No source. On the main phone, a Verify action sits on that line (Re-check once a number has been checked, Verifying while a check is running), and a thumbs-up and thumbs-down sit at the end of every row. The card ends with Find more emails or Find more phone numbers, which runs the finder again for that channel only.

      Each alternative row offers Use as main to promote it. Where the main value is locked, that action reads Unlock to replace instead, so nothing quietly overwrites a value your team protected - unlock first, then promote. The thumbs at the end of each row move the record as well as recording feedback: a thumbs-down pushes that value down the contact’s list so the next best one takes over and a later re-find will not lift it back, and a thumbs-up promotes it to the main value, the same as Use as main. A thumbs-up leaves a locked main value alone - unlock it first. See Find verified email and phone for what decides which value the record leads with.

      A phone number also carries a location line: the place its dialling code is registered in, and whether that matches the contact’s own location (“contact is listed in …” when it does not). A mismatch marks the line orange, which is a prompt to look before you dial rather than a verdict that the number is wrong - and on a number nobody has verified, it is what tips the channel’s verdict to “worth checking”. A number that has been verified stays green whatever its area code says. See Where a number is registered.

      A channel that was searched and came back empty shows a warning icon next to No valid email found or No phone numbers found, with the label itself as the trigger: hover it for a card holding when the search ran and every next step - see No email or phone found. A channel that has never been searched offers the finder and a manual-add control in the slot itself, since there is no result to explain. LinkedIn shows the handle rather than the full address and is editable in place.

    • Qualification - two cards side by side. Contact carries the persona type (where this person sits in the buying group) and expertise (the function they own), both assigned by the Qualification agent from the persona card that matched, plus how long ago the contact was last qualified once it has been. Account carries the account’s ecosystem and ICP vertical and its own last-qualified age, so you can see the company’s fit and the person’s fit together. Hover any of them for a one-line reminder of what it means, and hover an age for the exact date and time. An open-setup icon jumps to that persona’s setup in the Agent Training Center. If the persona or vertical the record was qualified against has since been deleted, the values turn amber and a warning marker explains why. Read the ages alongside the IBP verdict in the header: people change roles, so an old verdict is worth re-running before you build a week of outreach on it.

    • The attributes row - Owner, Relationship, Reports to, Reports (only when somebody reports to this person), Languages, Location, and Source. Owner carries a control to change the owner and a padlock that locks the contact’s ownership. A locked contact is never assigned or reassigned by the ownership rules, and does not follow its account’s owner, which is how you keep one person with a specialist while the rest of the account moves. Hover the owner’s name to see how the contact got its owner - the ownership rules, an import, set by hand, set by Eva, or added through the Chrome extension. Relationship is how strong your relationship with this person is; the edit control opens a Relationship strength menu of six values - None, Weak, Developing, Good, Strong, Very strong - and picking one saves immediately. Reports to links to this person’s manager and has a control to assign one; Reports lists their direct reports as links. Languages and Location are editable in place, and Source is read-only.

    • Tags - the tags on the contact, with Add Tag to open the tag editor. Only the first three show; a +n chip expands the rest.

    Custom fields are not in this block. They open in their own panel - see the next step.

  6. Open Custom fields when you need the values your team stores on this person. The button sits at the right-hand end of the tab bar with a count of how many values this record holds, and opens a panel over the right of the page. Any field with a value is listed there with controls to edit or delete it, the + control adds a value, and once a record holds more than five a Search fields… box narrows the list. A record with none shows No custom fields and offers Add field. Adding and editing need write access to accounts and contacts. See Use custom fields.

  7. Switch tabs for the work done on the contact. There are four, and the tab bar stays pinned to the top as you scroll:

    • Overview - what has been produced for this contact. A Plays table (with Name, Status, and Last updated; expand a row to read the subject line and generated copy, or each step of a sequence), a Team notes card with an Add note button for your own running commentary, and - when the contact has a DISC profile - a suggested tone of voice callout with a Full research link through to the full profile.
    • Research - everything the agents learned, on one scrolling page. A row of links at the top jumps you to each section: Agent research (the output of the research agents that have run on this contact), LinkedIn insights, DISC profile, and Persona card. A search box narrows the agent results to those whose name or answer matches what you type. If the contact has no LinkedIn URL on file, the LinkedIn and DISC sections are replaced by a single card offering Add LinkedIn URL, since both are drawn from that profile. The DISC profile section leads with a four-part wheel - D Dominance, I Influence, S Steadiness, C Conscientiousness - with the traits read from this contact’s profile highlighted, and the same wheel sits beside the tone-of-voice callout on Overview. Hover it for a one-line reminder of what each trait means and how to pitch to it, and read the written profile below for the specifics. The wheel stays unhighlighted when the profile does not name a clear one or two traits, which is a deliberate blank rather than a missing profile - the written read is still there.
    • Practice - rehearsal before the real conversation, with two entries: Digital twin, a chat with a stand-in for this specific buyer, and Roleplay, a spoken practice session. The Digital twin is available once the contact is qualified; until then the card reads “Digital twin is not available yet” and asks you to requalify the contact. See Digital twin and Practice with roleplay training.
    • Activity - the record of what happened, with Agent tasks (the jobs queued, running, and finished for this contact) and, when the contact is linked to a CRM, CRM activities, Opportunities, and Sync logs. Admins also get Changelog. A working indicator appears on the tab label while an agent is running.

When a section is empty

Section titled “When a section is empty”

A section with nothing in it yet says what belongs there and offers the agent that fills it. A contact with no plays, no research, or no persona card shows a short line explaining what that section is for and a button that runs the right agent against this contact - the play agent on Overview, the research agent and the qualification agent on the matching Research sections. It is the same run you would start from Launch agent in the header, reached from the place you noticed the gap.

The button only appears if your team is allowed to launch agents and workflows; on a read-only seat the section explains what is missing without offering to fill it. An empty result caused by the search box is different - that keeps telling you nothing matched, rather than suggesting a run.

What the CRM entries hold

Section titled “What the CRM entries hold”

Opportunities lists the deals this contact is tied to, 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 contact, 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 contact with their status and direction, up to the latest 50. Everything here is read from your CRM and is view-only. See Integrations.

The Changelog records edits to the contact’s fields and to its Tags, each with who or what made the change and when, and it holds only changes that actually altered the record. It reads exactly like the account one, see What the Changelog records.

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 working indicator appears next to the contact name and on the Activity tab while it works; the page refreshes on its own as the job progresses. Results land where they belong - research under Research, plays on Overview, the qualification result in the IBP verdict in the header and the Qualification row’s type, expertise, and age. A finder run fills the Reach row’s email or phone slot. Open Activity 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.

Links you saved before the page was reorganised still work: an old link to a contact’s research, DISC profile, digital twin, task feed, or CRM records now lands on the matching tab and section rather than breaking.

Eva term map: the contact page has exactly four tabs - Overview, Research, Practice, Activity - with a contact details block above them and custom fields behind a button on the tab bar. Older wording called several of these tabs in their own right (“Agent research tab”, “DISC profile tab”, “Digital twin tab”, “Task feed tab”, “Custom fields tab”, “CRM tab”); those are now sections inside the four. A second, older shape is also worth recognising: until August 2026 the same identity facts lived in a resizable Contact details / Persona mapping panel down the left side of the page, with Custom fields as a collapsible section inside it. That panel is gone - its contents are now the contact details rows (Reach, Qualification, the attributes row, Tags), the IBP verdict sits in the header, the account strength score sits beside the account name, and custom fields open in a side panel from the tab bar. When a customer names the left panel, the record rail, “Contact details”, “Persona mapping”, or an old tab, answer with where the thing lives now rather than correcting them. The attribute that holds relationship strength is labelled Relationship as of September 2026 - it read Strength before, and “strength” on a contact still more often means Profile Strength, so check which one a customer means before answering. The phone location mark is a plausibility hint computed from the number’s dialling code against the contact’s own location: a mismatch is orange, a number that cannot be placed or a contact with no location on file is neutral grey, and a match is left unmarked. Never present it as a verification result - people keep numbers when they move, and the tooltip says so in as many words. It is not the same thing as phone verification or the intent score. As of September 2026 the reach slots hold only the value, its verdict colour, an edit control and the +n link: the separate per-slot buttons that used to sit at the end of the row (find, find other, verify, lock) have all moved inside the details card that opens on hover, and the +n list is now that same card rather than a list of its own. A customer describing a button “at the end of the email field” means the card; answer with where it is now. The one verdict per channel is a rollup of the verification status plus, on an unverified number, the location check - it is not a new field on the record and there is nothing to configure. The compact card used in the browser extension and in the contact side panel spells the phone verdict out as a headline (call-ready, check first, bad number, not verified, verifying); the full details card on the list and the detail page shows the underlying check result instead. Both are the same verdict.

Section titled “Related”