The Research Agent allows you to enrich user or account profiles by sending requests in natural, human-like language - as if you were talking to a person. Based on your prompt, the agent returns structured data that can be used to update existing attributes or create new ones for a selected user or account.
Creating a Research agent
Go to the Agents section and select "Create agent" -> "Research agent".
Next, choose the data type the agent will work with: User or Account.
In this guide, we’ll create a Research Agent for users, but the process is the same for accounts.
Once the agent is created, you’ll see the Research Agent editor. Below is a breakdown of the main sections:
Question section. A single prompt the agent will process.
Prompt. The content of your question. It should be written in clear, natural language.
Output type. Choose an existing attribute or create a new one to store the agent's response.
Attribute. The specific attribute that will be updated after the agent runs.
Add a question. You can define multiple questions per agent. All questions will be executed in a single run.
Test. Select a sample user or account to test the agent and ensure your prompt works as intended.
Apply Filters (Optional)
You can define which users or accounts the Research Agent should run for by applying filters. These filters can contain just attributes, so you can't apply filters based on user/account behaviour.
📘 Good to know
If a user doesn't match the filters defined in the Research Agent but reaches a journey step where the agent is used, the journey flow will end for that user at that point.
Once your agent is created and tested, you can start using it in your journeys to dynamically enrich user or account data!
Research agent templates
Research agent | Description |
Recent 10-K | Finds whether a company files a 10-K or 20-F and retrieves the latest filing. |
Public Pricing | Summarizes pricing tiers trials and usage or overage details. |
Main Investors | Lists key investors and the latest funding round. |
Is SaaS Company? | Determines if the company delivers software primarily as a cloud-hosted service. |
Is B2B Company? | Confirms whether the company mainly sells to businesses. |
Free Plan | Checks if a free plan exists and notes key limits. |
Free Trial | Verifies if a time-boxed trial exists and its terms. |
Is PLG Company? | Assesses whether the company shows PLG characteristics. |
Public Company | Checks if the company is publicly traded and provides ticker/exchange. |
Main Customers | Identifies notable customers backed by official references. |
Main Competitors | Lists close competitors with short rationale. |
Products Offered | Summarizes the company's main products or modules. |
How Do They Make Money | Describes the company's revenue model. |
New Products or Services | Notes major product or service launches in the past 12 months. |
Latest News | Summarizes significant news from the last 6-12 months. |
Customer Testimonials | Extracts short attributed customer quotes. |
Case Studies | Lists top case studies with key outcomes. |
Is Hiring? | Determines if the company is hiring and the approximate number of roles. |
Is Hiring Execs | Checks for open executive-level roles. |
Published Content & Articles | Profiles a persona's publishing topics and cadence. |
Speaking Engagements | Maps a persona's speaking topics event tiers and audiences. |
Social Engagement | Profiles social reach posting cadence and content mix. |
Business Partnerships | Summarizes public partnerships and the users partnership role. |