Workflow step types and settings

This is the full catalogue of steps the workflow builder offers and the settings each one exposes. Use it when you are assembling a multi-step run and want to know exactly what every step does and every toggle it carries. The builder groups its steps into two lists: Agents (the work a step performs on a record) and Routing (the Condition step that sends records down different paths).

The Workflows builder is an internal, environment-limited surface: it is available only to administrators and only outside production, so most teams will not see it in the left navigation.

Agent steps

Each agent step runs one agent against every record that reaches it. You pick the step from the Possible steps list on the left of the builder, drop it on the canvas, and open it to set its options.

Step	What it does
Domain Finder Agent	Finds and verifies the company’s website.
Account Qualification Agent	Checks whether the account fits your ICP.
Account Research Agent	Researches accounts for relevant signals and context.
Account Plans Agent	Turns account research into a strategic plan.
Contact Finder	Finds the right people at each account.
Contact Qualification Agent	Checks whether a contact matches your buyer persona.
Contact Research Agent	Researches contacts for relevant context.
Digital Twin Agent	Generates a digital twin of a contact to enable Copilot, Roleplay, and play personalization.
Email/Phone Finder	Finds a verified email and phone for a contact.
Play Agent	Writes personalized outreach for a contact.

Some agent steps depend on earlier ones. When a step needs prior results, the builder shows a note at the top of its panel listing what the record must already have. Those prerequisites are:

Step	Record must already have results from
Account Research Agent	Account Qualification Agent
Account Plans Agent	Account Qualification Agent
Contact Finder	Account Qualification Agent
Contact Qualification Agent	Account Qualification Agent
Contact Research Agent	Contact Qualification Agent
Digital Twin Agent	Contact Qualification Agent
Play Agent	Account Qualification Agent, Account Research Agent, Contact Qualification Agent

Domain Finder Agent and Email/Phone Finder have no prerequisites.

Settings shared across agent steps

Skip already-processed records

Every agent step opens with a switch that lets you reuse earlier results instead of running the agent again. It saves credits and keeps a workflow consistent with previous runs. The wording is tailored to each step:

Step	Switch heading
Domain Finder Agent	Skip accounts that have already been searched
Account Qualification Agent	Skip accounts that have already been qualified
Account Research Agent	Skip accounts that have already been researched
Account Plans Agent	Skip accounts that already have an account plan generated
Contact Qualification Agent	Skip contacts that have already been qualified
Contact Research Agent	Skip contacts that have already been researched
Digital Twin Agent	Skip contacts that already have a digital twin
Email/Phone Finder	Skip contacts that already have a verified email and phone
Play Agent	Skip contacts that already have plays generated

Contact Finder does not carry this switch.

Run on a chosen set vs everything

The agent steps that draw on a library of items you configure in the Training Center (research agents, account plans, plays) and the Account Qualification step (which draws on your verticals) share an Auto-include all switch:

UI label	What it means	Values
Auto-include all	Selects every item and automatically includes any new ones added in the future.	On / off

When Auto-include all is off, you pick the exact items from a searchable list. What you pick differs by step:

Step	What you select when Auto-include all is off	Validation
Account Qualification Agent	The verticals (grouped under their ecosystems) to qualify against.	At least one vertical required.
Account Research Agent	The account research agents to run.	At least one required.
Account Plans Agent	The account plans to generate.	At least one required.
Contact Research Agent	The contact research agents to run.	At least one required.
Play Agent	The plays to generate.	At least one required.

Filtering records to a subset of the accounts or contacts in the run (rather than choosing which agents fire) is done with a Condition step, described below.

Domain Finder Agent settings

UI label	What it means	Values
Skip accounts that have already been searched	Reuses an earlier Domain Finder result for the account instead of searching again.	On / off
Effort level	How hard the agent works to identify and confirm the company. Low Effort is best when the right company is easy to find or confirm; High Effort is best when identifying the correct company needs deeper reasoning.	Low Effort (1 credit), High Effort (3 credits)

Account Qualification Agent settings

UI label	What it means	Values
Skip accounts that have already been qualified	Reuses the previous ICP decision instead of re-qualifying the account.	On / off
Auto-include all	Qualifies against every vertical and auto-includes new ones.	On / off
Verticals	When Auto-include all is off, the verticals to qualify against, grouped by ecosystem and searchable.	Your configured verticals; at least one required

Account Research Agent settings

UI label	What it means	Values
Skip accounts that have already been researched	Reuses existing research findings instead of researching again.	On / off
Auto-include all	Runs every account research agent and auto-includes new ones.	On / off
Agents	When Auto-include all is off, the account research agents to run.	Your configured research agents; at least one required

Account Plans Agent settings

UI label	What it means	Values
Skip accounts that already have an account plan generated	Keeps an existing plan instead of generating a new one.	On / off
Auto-include all	Generates every account plan and auto-includes new ones.	On / off
Plans	When Auto-include all is off, the account plans to generate.	Your configured plans; at least one required

Contact Finder settings

Contact Finder combines finding the right people with optionally searching for their email and phone. It has no skip-already-processed switch.

Search for email

UI label	What it means	Values
Search for email	Turns on email finding for each contact found.	On / off
Email is required	When on, the system looks for an additional contact if no email is found. Contacts without an email are still added to your list but are excluded from later steps (Contact Research, play generation) so you don’t spend credits on contacts you can’t reach.	On / off
Email verification	Verifies found emails with third-party providers.	On / off

Search for phone number

UI label	What it means	Values
Search for phone number	Turns on phone finding for each contact found.	On / off
Phone number is required	When on, the system looks for an additional contact if no phone is found. Contacts without a phone are still added to your list but are excluded from later steps (Contact Research, play generation).	On / off
Phone intent scoring	Scores phone numbers for buying intent. Available only when the phone-scoring integration is connected; otherwise the option is disabled with a link to set it up.	On / off
Phone scoring model	Shown when phone intent scoring is on. Lightning Scoring is a single-pass model that identifies a large portion of high-propensity contacts (under-24-hour turnaround); Titan Scoring uses a multi-pass model to extract every identifiable high-propensity contact (under-5-day turnaround).	Lightning Scoring, Titan Scoring

You must enable Search for email or Search for phone number (or both) for the step to be valid.

Effort and contact selection

UI label	What it means	Values
Effort level	How much reasoning the agent applies to each candidate. Low: best when your persona is simple and clearly defined; the same contact search as Medium with less per-match assessment. Medium: looks more carefully at each candidate before deciding fit, best for complex personas. High: uses stronger reasoning models throughout, best when contacts are hard to find or the fit call is difficult.	Low (1 credit), Medium (2 credits), High (3 credits)
Select what contacts would you like to find	Chooses how the per-account headcount is set: a flat number per account, or a per-persona breakdown.	Contacts per account, Specify the number of contacts per persona expertise and type
Contacts per account	Shown for the “Contacts per account” option. How many contacts to find at each account.	A number from 1 to 100
Country (optional)	Shown for the “Contacts per account” option. Restricts the search to a country, or leave unset.	Any country, or none
Per-persona counts	Shown for the per-persona option. For each persona expertise and type (grouped by expertise) you set a count, with an optional country per persona. Personas come from the verticals on the accounts in the run.	A count per persona (up to 50 each); optional country per persona
Custom instructions	Free-text guidance for the agent.	Optional text

For the per-persona option, at least one persona must have a count above zero, and no single persona may exceed 50.

Contact Qualification Agent settings

UI label	What it means	Values
Skip contacts that have already been qualified	Reuses the previous persona match instead of re-qualifying the contact.	On / off
Follow contacts who changed jobs	When a contact has left their company, marks them as not a fit on the original account and creates a new account for them at their current company.	On / off
then (step picker)	Shown when “Follow contacts who changed jobs” is on: the step that the newly created account and contact continue to.	Any other step in the workflow

Contact Research Agent settings

UI label	What it means	Values
Skip contacts that have already been researched	Reuses existing research instead of researching the contact again.	On / off
Auto-include all	Runs every contact research agent and auto-includes new ones.	On / off
Agents	When Auto-include all is off, the contact research agents to run.	Your configured research agents; at least one required

Digital Twin Agent settings

UI label	What it means	Values
Skip contacts that already have a digital twin	Uses the existing digital twin instead of generating a new one. Copilot, Roleplay, and play personalization keep working with the existing version.	On / off

Play Agent settings

UI label	What it means	Values
Skip contacts that already have plays generated	Keeps existing plays instead of generating new ones.	On / off
Auto-include all	Generates every play and auto-includes new ones.	On / off
Plays	When Auto-include all is off, the plays to generate.	Your configured plays; at least one required

Email/Phone Finder settings

The standalone Email/Phone Finder step finds verified contact details for contacts you already have.

UI label	What it means	Values
Skip contacts that already have a verified email and phone	Uses existing contact details instead of running the search again, so you don’t pay for the same email or phone twice.	On / off
Search for email	Turns on email finding.	On / off
Email verification	Verifies found emails with third-party providers.	On / off
Search for phone number	Turns on phone finding.	On / off
Phone intent scoring	Scores phone numbers for buying intent. Available only when the phone-scoring integration is connected; otherwise disabled with a link to set it up.	On / off
Phone scoring model	Shown when phone intent scoring is on.	Lightning Scoring, Titan Scoring