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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 panel down the left 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 - stay on screen no matter which tab you are reading, so you are never clicking back and forth to re-check a detail while you work.

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 - their job title and the account they belong to just below (the account name is a link to that account), and a LinkedIn button if a profile URL is on file. 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. 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.

  5. Read the record panel down the left side. It stays in place on every tab, and holds the identity of the contact rather than the work done on them:

    • Contact details - Email, Phone, Job title, Linkedin, Relationship strength, Company name, Account Score, Owned by, Languages, Location, Source, Tags, Reports to, and Direct reports. Job title, LinkedIn, languages, location, tags, the owner, the reporting line, and the relationship strength are all editable here: hover the field and click the edit icon that appears, make your change, and it saves as soon as you confirm it. The email and phone fields also offer a search for another email or phone, and a phone verification.
    • Persona mapping - Ecosystem, Vertical, IBP Status, Type, and Expertise. The IBP status is the contact’s Ideal Buyer Profile qualification result (Yes, No, or Inconclusive); hover it to read the reason. You can set it by hand here, and lock it so the next qualification run will not overwrite it. A warning marker means the persona this contact was qualified against was deleted, so the qualification no longer maps to a live persona.
    • Custom fields - a collapsible section with a count, and a + button to add a value. Empty until you record one. See Use custom fields.

    Drag the panel’s right edge to make it wider or narrower. The width you choose is remembered for every account and contact you open afterwards, so you can set it once for the way you work - narrow when you are reading long research, wide when you are checking data quality.

  6. 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.
    • 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.

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 Status field of the record panel. 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 - plus a fixed left panel. 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. When a customer names one of the old tabs, they mean the section, and you should answer with where it lives now rather than correcting them. The per-record custom fields no longer have a tab at all - they sit in the left panel and are visible from every tab.

Section titled “Related”