Generate account plans

Account plans turn what your agents already know about an account into a written, account-specific brief you can act on. Generate one for a single account from its detail page, or for many accounts at once from the accounts list. You pick which Account plan agents to run, and each produces its own written result against the accounts you selected. For background on the agent itself, see Account planning.

This action is hidden in a read-only session. Any session that can edit records can generate plans.

Before you start

You need at least one Account plan agent whose status is Ongoing. Generation only offers agents in that status; agents in any other status will not appear in the list. If none qualify, the picker shows No agents found with the message No agents found, please create them first. You create and manage these in the Account Plan Agents area.
An account plan is most useful once the account has research and signals to draw on, so run qualification and research first. See Run a Research agent.
If your CRM is connected, the plan can also build on what your team has already logged with that account - past emails, calls, meetings and notes across its people, plus open and closed deals. Nothing extra to switch on; write the agent’s instructions to ask about the state of the relationship or an open deal and the plan will read that history. See Account planning for what it does and does not do with it.

Steps

Generate for a single account

Open the account’s detail page.
In the action row at the top, click Generate account plan.
In the Generate account plans for accounts dialog, choose which Account plan agents to run. Each row shows the agent name and up to three of its tags.
Use the search box (Enter name or tags to filter agents) to narrow the list by name or tag. Select all and Deselect all apply to whatever is currently shown.
The footer reads N accounts selected so you can confirm the scope before running. For a single account this is one.
Click Start. Click Cancel to back out without running anything.

Generate for many accounts at once

Open the accounts list.
Select the accounts you want to plan for using the row checkboxes.
In the bulk action row, click Generate account plan.
The same Generate account plans for accounts dialog opens. Pick your agents exactly as above; the footer count now reflects every account you selected.
Click Start.

Each Account plan agent you check runs once per selected account, so the number of plans produced is the number of agents times the number of accounts.

Generate from a contact selection

You can also start this from the Contacts list: select the contacts, open Launch agent, and switch to the Accounts tab, then choose Generate account plan. The workspace resolves your selection to the accounts those people belong to - several contacts at the same company count once - and the same dialog opens against those accounts. If none of the selected contacts has an account linked, a message says so and nothing runs. This is useful before a round of meetings: start from the people you are due to speak to and get a plan for each of their companies.

What happens next

After you click Start, a job is queued for each agent and account, and you see a Job created successfully confirmation. The dialog closes.

While agents are running on an account, its detail page shows a working indicator (the tooltip reads Agents are working on this account…), and the Activity tab is marked as active. You can follow individual runs there, under Agent tasks. See Monitor the task feed.

Finished results land on the account’s Overview tab, in the Account plans card - it is the first thing the account page shows you. The table lists each plan by Name with its Last updated time. Expand a row to read the written Result as formatted text. The first row is expanded by default.

From the Account plans card you can also:

Regenerate a plan - re-run the same agent against the account to refresh the result. Use the per-row regenerate control, or select rows and use the bulk Regenerate action. Regenerated runs trigger a fresh job and you see a confirmation that regeneration was triggered.
Edit Account plan prompt - open the agent’s instructions to adjust how future plans read. This per-row control appears for standard and admin sessions.
Delete a plan, individually or in bulk.

If an agent that produced a plan has since been removed, the plan row shows a warning marker with the note Account plan no longer exists; you can still read or delete the result, but you cannot regenerate it.

Preview and compare before you commit

To see how an agent will write before running it across real accounts, open the agent in the Account Plan Agents area and choose Edit Account plan Agent. Click Show previews to open the Previews panel beside the editor.

In the previews panel, Generate new preview lets you run the agent against a few accounts of your choosing. The button is locked until you save any pending edits (the tooltip explains: Save your changes to unlock it), so a preview always reflects the saved instructions. Each preview row shows the Account name and a live Status - Queued, In progress, Completed, or Crashed - and expands to show the generated text. Select two or more rows and click Compare to view their results side by side. This is the place to refine an agent’s instructions before generating plans at scale.

What Created by shows

The Account Plan Agents list has a Created by column: the person who built that agent. As with plays, this may be an Evergrowth address, because an Evergrowth team member often sets your first agents up with you.

Created by records authorship and nothing more. It is not an ownership field: it does not affect who can see or edit the agent, and it is unrelated to the Owners on accounts and contacts, which govern territory. Nothing is sent to the address, it does not appear in any plan the agent produces, and it cannot be reassigned once set.