Workflow step types and settings

This is the full catalogue of steps the Workflow Builder offers and the settings each one exposes - the newer of the two workflow builders in the workspace, the one with condition steps and goals (see Workflows). 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 three lists: Agents (the research and enrichment work a step performs on a record), Actions (steps that label a record or write a value onto it), and Routing (the Condition step that sends records down different paths).

The Workflow Builder appears for teams with the Create workflows permission; most teams will not see it in the left navigation until an admin grants that access. See Teams, roles, and permissions.

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
Website 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.
Email/Phone Finder	Finds a verified email and phone for a contact.
Play Agent	Writes personalized outreach for a contact.

There is no separate Digital Twin step to add. A contact’s Digital twin is generated automatically once Contact Qualification Agent has qualified it as an ideal-buyer-profile fit with a persona - there is nothing extra to configure for it here.

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
Play Agent	Account Qualification Agent, Account Research Agent, Contact Qualification Agent

Website 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
Website 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
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.

Website Finder Agent settings

UI label	What it means	Values
Skip accounts that have already been searched	Reuses an earlier Website 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; Smart Mode starts with the quick search and runs the deep search only when no website is found, finding about as many websites as High for fewer credits.	Low Effort (0.3 credits), High Effort (0.5 credits), Smart Mode (~0.37 credits on average: 0.3 when the quick search is enough, 0.8 when the deep search also runs)

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

When you configure this step, the builder reminds you that an account plan is only as good as the account research feeding it - pair it with the research agents relevant to the account and keep their results current for the strongest output.

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 verification	Verifies found emails with third-party providers.	On / off
If we can’t find an email for a contact	Skip and try someone else: the system looks for an additional contact. Add them anyway: the contact is still added to your list but excluded from later steps (Contact Research, play generation) so you don’t spend credits on contacts you can’t reach.	Skip and try someone else, Add them anyway

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 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
If we can’t find a phone number for a contact	Skip and try someone else: the system looks for an additional contact. Add them anyway: the contact is still added to your list but excluded from later steps (Contact Research, play generation).	Skip and try someone else, Add them anyway

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, Contacts per persona
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 “Contacts per persona” option. Personas are grouped by expertise with a running total shown at the top; for each persona you set a count with a plus/minus counter, and can turn on a country filter for that persona alone. 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
Find a replacement for contacts who left	When a contact has left their company, searches their original account for one person with the same persona (or the same job title, if the contact who left had no persona). A replacement who fits continues to this step’s own then step. Works on its own or together with “Follow contacts who changed jobs”. Charged as a Contact Finder search.	On / off

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

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
If a contact already has an email	Keep the existing email: skips the email search for that contact. Always search for a fresh one: runs the search anyway and can replace what is there.	Keep the existing email, Always search for a fresh one
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
If a contact already has a phone number	Keep the existing number: skips the phone search for that contact. Always search for a fresh one: runs the search anyway and can replace what is there.	Keep the existing number, Always search for a fresh one

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

Action steps

Action steps do no research. They put something on every record that reaches them, so a later list, filter, or CRM view can find exactly the records that took a particular path through the workflow. Both are free: they use no credits. Each has an Entity type at the top of its panel - Account or Contact - and the sidebar lists each step once; you choose which kind of record it works on in the panel. The card on the canvas carries an account or contact chip to match, and a one-line summary of what it will do, or missing configuration until it is set up.

Step	What it does
Add tags	Adds the tags you choose to the account or contact.
Set attribute	Writes a value into one of your custom fields on the account or contact.

Add tags settings

UI label	What it means	Values
Entity type	Whether the step tags accounts or contacts. The tag list offers that record type’s existing tags.	Account, Contact
Tags	The tags every record that reaches this step receives. Pick existing tags, or type a new name and press Enter to create it.	At least one tag; each up to 255 characters

Tags are only ever added: a record keeps any tags it already had. The canvas card shows the first three tags and a +n chip for the rest. The same tag typed twice in different capitals is applied once.

Set attribute settings

UI label	What it means	Values
Entity type	Whether the step writes to accounts or contacts. Switching it clears the chosen field, because account and contact custom fields are separate lists.	Account, Contact
Custom field	The custom field to write to, searchable. If you can manage settings, Create new adds a field without leaving the builder. With none defined yet, the panel says so and points to Settings.	One existing custom field of the chosen entity type
Value	The text written to that field on every record that reaches this step.	Required, free text

One step sets one field. To set several fields, add one Set attribute step per field. The value replaces whatever that field held on the record before. The canvas card reads “[field] set to [value]”.

How action steps behave in a run

The tag or value is written the moment a record reaches the step, not at the end of the run.
A record that is not saved in your workspace is skipped by the step, with a reason in the run report.
If the write fails - for example because the custom field was deleted after the workflow was built - that step shows an error for the record, and the record still carries on to the step’s then step. A failed label never holds up the rest of the workflow.
When a record passes more than one of these steps, the results add up: it ends with the tags from all of them, and if two steps set the same field, the later one wins.

Use them to close the loop on a run. A tag on every account that came back a fit, or a campaign name stamped on every contact that got plays, turns “the records this workflow handled” into something a saved view, an export, or your CRM can pick up later without anyone rebuilding the list by hand. See Define custom fields for creating the fields a Set attribute step writes to.

Eva: action steps exist only in the Workflow Builder - the Legacy builder has no equivalent, and neither can be launched on its own as an agent outside a workflow. In the run report and task feed they appear as “Tag account”, “Tag contact”, “Set account attribute” and “Set contact attribute”. The run report explains a skip as the record not being saved in the workspace (“nothing to tag” / “the attribute couldn’t be set”), and a failure as the tags or value not being accepted, with a hint that the custom field may have been deleted and to check it in Settings under Custom fields. Treat a customer quoting either as the behaviour described above, not as a bug. When Evergrowth turns a workflow into a shared Evergrowth template, a Set attribute step loses its custom field (each workspace has its own fields) and has to be picked again. Values are fixed text: the step does not compute a value from research or copy one field into another.

Condition step (routing)

The Condition step is the only step in the Routing group. It does no enrichment; it routes records down different paths based on rules. The builder calls it Condition.

UI label	What it means	Values
Entity type	Whether this Condition routes accounts or contacts. The filters you can build depend on this choice; changing it clears any filters already set.	Account, Contact
Branches	The ordered set of routes leaving this step. Each branch sends matching records to a chosen next step.	Add as many as you need

Each branch carries:

Branch element	What it means	Values
Filters	Optional. With no filters the branch always runs; the panel reads “Always runs (add filters to restrict)”. Add filters and it reads “Run when filters match:”. You can build filters by hand or prefill them from a saved view of the matching entity type.	Filter group, or none
next / then	The step that records take when the branch runs. It is labeled “next” while the branch has no filters and “then” once you add filters (in which case records take it when the filters match).	Any other step
else	Shown only once a branch has filters: the step that records take when the filters do not match.	Any other step, or none

Every step: where it goes next, and the starting point

These two controls are not agent-specific.

Control	What it means	Values
then (next step)	On every agent and action step, the step that records continue to after this one.	Any other step, or none
Make this step as starting point for this workflow	Marks the step where the workflow begins. Exactly one step is the starting point; the builder flags any other step that nothing connects to as unreachable.	On / off