Ecosystem and vertical fields
This is the full field reference for ecosystems and the verticals inside them, as you set them up in the Agent Training Center. It covers the two ecosystem types, ecosystem status, and every field on a vertical. Anyone calibrating who your agents target needs this. The Agent Training Center is available from the main navigation for everyone on your team.
Internal term: a “criteria sandbox” ecosystem is shown to customers as a Research Agent Sandbox. Each kind has its own page in the Agent Training Center, reached from its own card on the overview: Ecosystems and Research Agent Sandboxes. Inside a sandbox the entries are labelled accounts, not verticals, even though they are the same kind of record underneath - use the customer’s word for the surface they are on.
Ecosystem types
Section titled “Ecosystem types”An ecosystem is a group of verticals you target together. The type you choose changes which fields an entry inside it asks for and how the workspace treats it.
| Type | What it means |
|---|---|
| Ecosystem | The standard grouping. Verticals here carry a status, a priority, criterion answers, and an auto-generated business model description. Use it for the markets and segments you actively sell into. |
| Research Agent Sandbox | A space for testing research agents and criteria before you apply them to live ecosystems. Its entries are named accounts, identified by a website, and they skip status, priority, personas, and the business model description. A sandbox is marked with a Test environment chip rather than a status. |
Ecosystem status
Section titled “Ecosystem status”A standard ecosystem can be turned on or off as a whole. Pausing an ecosystem signals that the verticals inside it are not currently in play. You can set it when you create the ecosystem, change it from the edit dialog, or switch it straight from the status chip on the ecosystem’s card. Ongoing ecosystems are listed ahead of paused ones. A sandbox does not use status.
| Status | What it means |
|---|---|
| Ongoing | The ecosystem is active. |
| Paused | The ecosystem is set aside and not currently being worked. |
Vertical fields
Section titled “Vertical fields”A vertical is one target segment (or, in a Research Agent Sandbox, one target company shown as an account). The fields below define it. Which fields appear depends on the ecosystem type, noted in the last column.
| Field | What it means | Values / where it appears |
|---|---|---|
| Name | The label for the vertical. Required. | Free text. All ecosystem types. |
| Domain | The company website the entry points at. | Free text web address. Research Agent Sandbox accounts only. |
| Status | Whether this vertical is actively being worked. Defaults to Ongoing on a new vertical. | Ongoing, Paused, Crashed. Ecosystem type only. |
| Priority | How important this vertical is relative to others. Defaults to High on a new vertical. | High, Medium, Low, Exclude. Ecosystem type only. |
| Criterion answers | The values you set for each qualification and research agent assigned to the vertical. These are what your agents check against. The dialog that creates or edits a vertical devotes a step each to Qualification agents and Research agents, listing every agent in the ecosystem as a toggle: switching one on assigns it to this vertical, and a qualification agent then asks for its expected Answer. Research agents take no answer from you - they collect it. | One answer per assigned qualification agent; the answer type matches the agent (Text, Number, Range, Select, Multi-Select, Yes/No, or Regions). All ecosystem types that have agents assigned. |
| Business model description | An auto-generated description of the vertical, built from its criterion answers. It helps agents identify pain points and map personas. Open a vertical to read the full text. | Generated by the workspace. Ecosystem type only. |
| Manual Input to Business Model Description | Text you supply to steer the auto-generated description. Found under Advanced settings. | Free text. Ecosystem type only. |
| Business Model Description Length (# of Words) | Your target length for the auto-generated description, in words. Found under Advanced settings. Starts at 400. | Number. Ecosystem type only. |
| Notes | Free notes for list building and mapping who to target: guidelines, platforms, tools, and resources. Found under Advanced settings. Your agents do not use this field; it is for you only and has no effect on agent output. | Free text. Ecosystem type only. |
A note on status values
Section titled “A note on status values”Ongoing and Paused are the states you use to mark whether a vertical is in play. Crashed is the third value, and it flags that something failed while the vertical was being processed rather than a state you would set during normal calibration.
A note on the business model description
Section titled “A note on the business model description”While the description is being built, the vertical shows Generating… (or Regenerating… if you are replacing an existing one). If the build fails, it shows that it failed to generate. The Manual Input and Length fields let you shape the result without writing the description by hand.