Set up ecosystems and verticals in the Agent Training Center

Ecosystems and verticals describe the markets you sell into, so the agents know who to qualify, what to research, and how to map personas. You set them up in the Agent Training Center, on the Ecosystems page. Use this page when you are first calibrating the workspace, or whenever you add a new market segment, a fresh set of named target accounts, or a sandbox to test agent criteria. For the wider picture of how this training shapes agent behavior, see Agent Training Center.

Before you start

You need an Admin role to create or change anything here. With a Read-only or Salespeople role you can open the Ecosystems page and see everything, but the Add new button, the per-card menu, and the per-vertical controls are hidden, so you cannot create or edit. For who gets which role, see Roles and access.
The Agent Training Center is reached from Agent Training Center in the left navigation, then the Ecosystems page.

The three kinds of ecosystem

The Ecosystems page splits into tabs:

Ecosystems - a network of verticals that share goals and target customers. This is the default kind and the one most calibration starts with.
Key Accounts - a named list of specific target accounts rather than market segments.
Research Agent Sandboxes - a place to test agent criteria without affecting live ecosystems or key accounts. A banner on a sandbox confirms it is for testing only and does not impact ecosystems or key accounts. This tab is only visible to people with an Admin role.

Steps: add an ecosystem

Open the Ecosystems page and select the Add new button in the top right.
Choose Ecosystem, Key Accounts, or Research Agent Sandbox. The dialog heading changes to match (for example, Create Ecosystem).
Enter a Name.
Set Status to Ongoing or Paused. Ongoing shows as a green chip, Paused as an orange chip. A new ecosystem starts as Paused; a new Key Accounts or Research Agent Sandbox starts as Ongoing.
For a standard ecosystem only, choose how to build it:
- Create from scratch - start with an empty ecosystem.
- Create from template - copy the verticals, personas, and criteria from a ready-made template. Pick one from the Template dropdown. Key Accounts and Research Agent Sandboxes do not offer templates.
Select Create. To back out, select Close.

The new ecosystem appears as a card on its tab, showing its vertical count, persona count, and (for standard ecosystems) its status chip.

Steps: edit or delete an ecosystem

On the Ecosystems page, find the ecosystem card and open the menu on the right of the card.
Choose Edit to rename it or change its status. Only standard ecosystems expose the Status field in the edit dialog. Select Edit to save, or Close to cancel.
Choose Delete Ecosystem (or Delete Key Accounts / Delete Research Agent Sandbox) to remove it. The confirmation tells you how many accounts will lose qualification, since deleting an ecosystem removes its verticals, personas, and associated data. Deletion cannot be undone.

Steps: add a vertical

A vertical is one segment (or one named account, in a Key Accounts ecosystem) inside an ecosystem.

Open the ecosystem by selecting its card.
For a standard ecosystem, select Add Vertical in the top right. For a Key Accounts ecosystem, open Add new and choose Single Key Account. For a Research Agent Sandbox, open Add new and choose Single Account to Sandbox.
A panel opens on the right. Fill in:
- Name - what to call this vertical or account.
- Domain - the company website. This field appears for Key Accounts and Research Agent Sandboxes, where each vertical is a real company.
- Status - Ongoing, Paused, or Crashed. Shown for standard ecosystems and Key Accounts.
- Priority - High, Medium, Low, or Exclude. Shown for standard ecosystems and Key Accounts.
- Qualification Agents and Research Agents - if criteria are already set up for the ecosystem, each one shows as a field where you enter this vertical’s answer. Qualification answers define what qualifies an account; research answers shape what gets collected after qualification.
Open Advanced settings for optional fine-tuning. This section appears for standard ecosystems and Key Accounts; it is hidden for Research Agent Sandboxes.
- Manual Input to Business Model Description - text that overrides the generated business model description. Standard ecosystems only.
- Business Model Description Length (# of Words) - a target length for that description. Standard ecosystems only.
- Notes - a free-text field for your own list-building guidance. A banner spells out that notes are not used by the agents and do not change any output; they are only for you. This field appears for both standard ecosystems and Key Accounts.
Select Create to save, or Cancel to discard.

Steps: edit a vertical

Open the ecosystem and stay on the Overview tab.
In the overview table, each vertical is a column header. Use the pencil icon in a vertical’s header to open its edit panel, the copy icon to duplicate it, or the trash icon to delete it. You can also select any answer cell in a vertical’s column to open the same edit panel.
Change the fields as above and select Update.

Steps: import verticals from a file

Bulk-add verticals or accounts from a spreadsheet instead of one at a time.

Open a Key Accounts ecosystem or a Research Agent Sandbox, open Add new, and choose Import Multiple Key Accounts (or Import Multiple Accounts to Sandbox).
The import dialog shows the required columns. Every file needs an Account Name column and a Domain column. A Key Accounts file can also include Status and Priority columns; if a row leaves Status blank it defaults to Ongoing, and a blank Priority defaults to High.
To get a starting file in the right shape, select Download example.
Drag your file onto the drop area, or select Upload to pick it. The file must be a CSV.
Select Import. A confirmation message appears when the import succeeds.

Steps: read the overview table

Open an ecosystem and look at the Overview tab. The table lays out verticals as columns and the training data as rows, so you can compare segments side by side:

Personas - the personas generated for each vertical, with a count.
Qualification Agents - one row per qualification criterion, showing each vertical’s answer (standard ecosystems only).
Research Agents - one row per research criterion, showing each vertical’s answer.
Business model description - a generated description of each vertical’s business model, with the option to open the full text. While it is being produced, the cell reads Generating… (or Regenerating… after a change); if it fails it reads Failed to generate.
Notes - your list-building notes for each vertical.

A Key Accounts ecosystem hides the Qualification Agents rows. A Research Agent Sandbox shows only its criteria rows.

What happens next

Creating or editing a vertical, including any change to its qualification or research answers, kicks off a fresh business model description for that vertical. Watch the Business model description row in the overview table: it shows Generating… or Regenerating… and settles into the finished text once done. This description feeds pain-point generation and persona mapping, so it is the thing to check after you add or change a vertical. From there you can move on to defining criteria and personas for the ecosystem.