Find contacts for an account (Contact finder)
Contact finder researches public data to find persona-fit people at the accounts you select, then adds them to your Contacts. Use it once an account is qualified and you want the right people to work, rather than building the list by hand. For what the agent does under the hood, see Contact finder.
This action is hidden in a read-only session. You need an edit-level seat to run it.
Before you start
Section titled “Before you start”- Select accounts first. Contact finder runs from the Accounts list against the accounts you have checked.
- The accounts must be qualified. Contact finder works from the personas attached to each account’s vertical. If the selected accounts have no matching vertical, you will see “No matching verticals found. Please qualify your accounts first” and the window will close. Run Account qualification first.
- Personas must exist for those verticals. If some selected accounts belong to verticals that have no personas, the window shows a warning listing each ecosystem and vertical, and Contact finder will not return people for them. Add personas in the Agent Training Center.
- Go to Accounts in the left navigation.
- Check the accounts you want to find contacts for. You can select one account or many.
- In the selection bar that appears, click Contact finder.
- The Contact finder for accounts window opens. The footer shows how many accounts you selected.
- Choose what to search for. There are two cards, and at least one must be on:
- Search for email (on by default). Inside it:
- Email is required - when on, the agent keeps looking for another contact if no email is found. Contacts without an email are still added to your list.
- Email verification - verifies found emails with third-party providers.
- Search for phone number (off by default). Inside it:
- Phone number is required - when on, the agent keeps looking for another contact if no phone number is found. Contacts without a phone number are still added to your list.
- Phone intent scoring - scores phone numbers for buying intent. This option is available only when the phone-scoring integration is connected; otherwise it is disabled with a link to manage the integration.
- Phone scoring model - shown once phone intent scoring is on. Choose Lightning Scoring (a single pass that surfaces a large share of high-propensity contacts, under 24-hour turnaround) or Titan Scoring (a multi-pass model that extracts every identifiable high-propensity contact, under 5-day turnaround).
- Search for email (on by default). Inside it:
- Pick an Effort level. Higher effort spends more credits per contact but reasons harder about each match:
- Low - 1 credit. Best when the persona is simple and clearly defined. Same contact search as Medium, with less research assessing each match.
- Medium - 2 credits. The agent looks more carefully at each candidate before deciding fit. Best for complex personas where the right person is not obvious from a job title alone.
- High - 3 credits. The agent uses stronger reasoning throughout. Best when contacts are hard to find or the fit call is difficult.
- Under Select what contacts would you like to find, choose how to size the search:
- Contacts per account - enter one number (1 to 100) of contacts to find for each selected account. You can also set a Country (optional) to bias the search to one location.
- Specify the number of contacts per persona expertise and type - set a separate count per persona. Personas are grouped by expertise in an accordion; the running total per expertise is shown in its header. For each persona type, enter a count (up to 50) and an optional Country (optional). If the selected accounts’ verticals have no personas, this section shows “No personas found for selected accounts verticals”.
- Optionally add Custom instructions to steer the search in free text.
- Click Start. (Click Cancel to close without running.) A “Job created successfully” message confirms the run, and the window closes.
What happens next
Section titled “What happens next”Starting the run creates a job that you can follow in the task feed. Contact finder researches public data for each selected account, qualifies candidates against your personas, and adds the people it finds.
- Contacts it finds are added to your Contacts. Where email or phone was requested, the agent attempts to find and (if you enabled it) verify those.
- Likely duplicates are held for review instead of being added straight away. Open Contacts, then Pending, and use the Contact finder tab: these are people Contact finder found whose email already exists on a contact in another account. Review each one and Approve to add it or Dismiss to discard it. You can act on several at once.
- The Account approval needed tab on the same Pending screen is separate: it holds contacts whose company matched more than one account, so you can pick the right account. Contact finder results normally appear under the Contact finder tab.
Run time depends on the number of accounts, the per-account or per-persona counts, the effort level, and whether you asked for phone scoring (the Titan scoring model is the slower option). Check the task feed for progress and the Contacts list and Pending screen for results.