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Evergrowth Documentation

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.

Steps

Section titled “Steps”

The window walks you through two steps: Contacts to find, then Search settings. You can go back from the second step without losing what you entered on the first.

  1. Go to Accounts in the left navigation.

  2. Check the accounts you want to find contacts for. You can select one account or many.

  3. In the selection bar that appears, click Contact finder.

  4. The Find new contacts window opens on the Contacts to find step.

  5. Choose how to size the search:

    • Contacts per account - a fixed number of best-fit contacts from any persona. 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.
    • Contacts per persona - choose which personas to target and how many of each. Personas are grouped by expertise, with the running total shown at the top. For each persona, use the plus/minus counter to set how many to find (up to 50); a Country filter button next to a persona with a count set lets you restrict just that persona to one country. If the selected accounts’ verticals have no personas, this section shows “No personas found for selected accounts verticals”.

    As you set these numbers, the window footer shows a running total - accounts selected × contacts requested per account = up to that many contacts - so you can see the size of the batch before you commit to it. The total turns to a warning color once it passes 100, a heads-up before spending credits on a very large search.

  6. Optionally add Custom instructions to steer the search in free text.

  7. Click Next to move to Search settings.

  8. 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.

  9. 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 verification - verifies found emails with third-party providers.
      • If we can’t find an email for a contact - choose Skip and try someone else (the agent keeps looking for another contact) or Add them anyway (the contact is still added to your list, but is excluded from later steps like Contact Research and Play Generation so you don’t spend credits on someone you can’t reach).
    • Search for phone number (off by default). Inside it:
      • 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).
      • If we can’t find a phone number for a contact - the same Skip and try someone else / Add them anyway choice as email, applied to phone.

  10. Click Start. (Click Back to return to the first step, or Cancel to close without running.) A “Job created successfully” message confirms the run, and the window closes.

You can also start a Contact finder run from the Contacts list instead of the Accounts list: select contacts, open Launch agent, and switch to the Accounts tab. The workspace resolves your selection to the accounts those people belong to - several contacts at the same company count once - and the same window opens against those accounts. If none of the selected contacts has an account linked, a message says so and nothing runs. Use it when you already have one person at a set of companies and want the rest of the buying group alongside them.

Eva: for a direct (one-off or bulk) Contact finder run, always ask the user whether they want phone numbers as well as email before launching, and set the run to match. On its defaults the run searches for email only, with phone off, so a user who wanted phone gets none unless you ask. Treat this as a hard must-ask. The exception is a Contact finder step inside a workflow, where the phone choice is set when the workflow is built, so do not re-ask at run time.

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.

Section titled “Related”