Run a Qualification agent on accounts or contacts

A Qualification agent decides whether a record is a fit for the way you sell. On accounts it checks each company against your defined verticals and returns an ICP status. On contacts it checks each person against your defined personas and returns an IBP status. Run it when you have new or untriaged records and want to know, with a reason attached, which ones are worth your time. For what qualification is and how it differs from research, see Qualification, Account signals, and Contact signals.

Running agents is for editing users. If you are signed in with a read-only session, the agent action buttons do not appear.

Before you start

Set up your verticals and personas first. Account qualification compares each account to your verticals, so you need at least one vertical defined. Contact qualification compares each contact to the personas attached to its account’s vertical. You define these in the Agent Training Center.
For contacts, the account’s vertical needs personas. A contact can only be qualified against personas. If a selected contact belongs to a vertical that has no personas defined, qualification is skipped for that contact - the window warns you about this before you start (see the Steps below).
Accounts need a domain to qualify well. The agent researches the company behind the account, which works best with a website domain. If some of your accounts are missing one, the account window lets you turn on automatic domain finding so the workspace fills the gap before qualifying.

Steps

You can run a Qualification agent on a single record from its detail page, or on many records at once from the list. Accounts and contacts each have their own version of the window.

Qualify accounts

Open the Accounts list, or open one account’s detail page (see Account detail page).
Select the records you want. On the list, tick the checkboxes next to each account. On a detail page you are already working with that single account. To narrow a long list first, see Filter accounts.
Select Qualification agent. On the list it sits in the action bar that appears once you have selected at least one record; on the detail page it sits in the row of agent buttons near the top.
The window opens with the title Qualification agent for accounts. The footer shows how many accounts are selected, for example 12 accounts selected. An information note reads: “Agent will try to qualify selected accounts to see if they fit any of your defined verticals”.
Optionally turn on Automatically find domain if missing. When this is on, the workspace runs the Domain Finder agent on any selected account that has no domain before it tries to qualify, so those accounts are not skipped for lack of a website. Leaving it off means accounts with no domain are qualified on whatever information is already there.
If you turned that on, choose an effort level under Effort Levels for the domain finding:
- Low Effort - best for cases where the right company is easy to find or confirm. Faster and cheaper, at 1 credit.
- High Effort - best when identifying the correct company needs deeper reasoning, for ambiguous names. At 2 credits.
Select Start to run, or Cancel to close without running.

Qualify contacts

Open the Contacts list, or open one contact’s detail page (see Contact detail page).
Select the records you want by ticking their checkboxes on the list, or work with the single contact on its detail page. To narrow the list first, see Filter contacts.
Select Qualification agent from the action bar on the list, or from the agent buttons near the top of the detail page.
The window opens with the title Qualification agent for contacts. The footer shows how many contacts are selected, for example 30 contacts selected. An information note reads: “Agent will try to qualify selected contacts to see if they fit any of your defined personas”.
If any of the selected contacts belong to a vertical that has no personas defined, a warning appears: “Some of your selected contact accounts belong to verticals without personas, so qualification will be skipped for those contacts.” It lists the affected ecosystem and vertical names and how many contacts each covers. Define personas for those verticals in the Agent Training Center if you want those contacts qualified.
Select Start to run, or Cancel to close without running.

The contact window has no domain-finding option - that step only applies to accounts.

What happens next

When you select Start, the workspace creates a qualification job for each selected record and confirms with the message “Job created successfully”. The window closes. Each record is worked through independently, so results land one at a time rather than all together; a batch of records typically resolves over a few minutes depending on how many you ran and the effort you chose.

When a record finishes, its result appears as a status:

On accounts, in the ICP column of the Accounts list and on the account detail page. The status is Yes (a fit), No (not a fit), or Inconclusive (the agent could not decide). A qualified account is tied to the matching vertical.
On contacts, in the IBP column of the Contacts list and on the contact detail page, with the same three values - Yes, No, or Inconclusive. A qualified contact is mapped to the matching persona.

Hover the status to read the reason the agent gave for that decision. A small lock icon on the status means the status is locked and will not be changed by future runs - the tooltip reads “ICP Status locked” or “IBP Status locked”.

You can follow each run’s progress and step-by-step log in the agent tasks feed (see Monitor the task feed). If a run errors or never seems to finish, see Agent job error and Task stuck. If contacts came back skipped, see Agent was skipped.

If you disagree with a result, you can set the status by hand instead of re-running - use Edit ICP qualification for accounts or Edit IBP qualification for contacts in the record’s actions, and Edit qualification lock to lock a status so agents leave it alone.

Eva-only: the internal account qualification step maps to the customer-facing ICP status (Yes / No / Inconclusive) and is the “ICP Qualifier”; the contact qualification step maps to the IBP status and the “IBP Qualifier”, and on a Yes it also runs persona mapping. The accounts window’s domain-finding option runs the Domain Finder agent inline before the qualifier. The effort options shown are Low (1 credit) and High (2 credits); a third level exists internally but is not offered in this window.