It runs second on the contact, once qualification has passed
The pipeline runs in 2 tracks, both wired to your CRM at each end, and Eva runs all of it. Contact research needs nothing from the account track: its only gate is that this person passed contact qualification, and its scope is the persona they were matched to.
QualificationContactDecision makerRevenue Operations2 days agoAccountMid-market SaaSSoftware2 days ago
Qualification agentQualifies or disqualifies contacts using your persona card.
Research agentFinds custom contact data points and signals, then scores positive signal coverage.
Generate playsCreates personalized outreach from research and your play templates.
Email/Phone finderFinds a verified email address or phone number for selected contacts.
When to use
Use when you need personal context for outreach, meeting prep, or prioritization. The percentage shows how many configured contact signals came back positive.
Who gets researched
Only the people who already qualified get researched
It runs on contacts that passed contact qualification and stops on the ones that did not. So the depth goes to the people your team has already decided are worth a conversation, and nobody spends a credit reading up on somebody who was never going to be called.
Name
Details
Personas
Owns the revenue stack
4Manage personas
Named on the consolidation mandate
3Manage personas
Publishes on data quality
4Manage personas
Recently promoted into the seat
2Manage personas
Speaks at RevOps events
Assign
Who it covers
Questions run only on the people they fit
You assign each agent to the kinds of buyer it belongs to, so a question written for a revenue leader is only ever asked about revenue leaders. One assigned to nobody runs on nobody, so nothing fires by accident and you never pay for an answer that was never going to be relevant.
Edit Contact Research Agent
1
Agent settings
2
Personas
NameOwns the revenue stack
InstructionsIs the contact accountable for the company's revenue technology stack, such as the CRM, sales engagement and data tooling?
Follow the steps below to answer the question:
**STEP 1**: Open the contact's LinkedIn profile and company bio page and scan the headline and current role for terms such as own, lead, implement, consolidate or replatform alongside CRM, revenue operations, sales systems or GTM tooling.
**STEP 2**: Check conference agendas, podcast show notes and job ads that report into the contact for evidence that the revenue stack sits in their charter.
**STEP 3**: Search public engines with queries such as: "[CONTACT NAME] [COMPANY] CRM"; "[CONTACT NAME] revenue operations" after:2025-10-01; "site:linkedin.com/jobs [COMPANY] reports to head of revenue operations"
**STEP 4**: Fall back to press releases, interviews and company blog posts quoting the contact, and confirm recency from explicit dates only, never from page history.
**STEP 5**: If unsuccessful, utilize your expertise to conduct targeted search queries to expand your research.
**QA CONSTRAINTS**:
Double check identity before marking the signal as found. Confirm the profile, quoted post, tagged company content, or secondary source matches the same person by verifying at least 2 of the following: full name, current employer, job title or function, profile photo consistency, geography, event affiliation, or a matching company domain or bio page. If the name is common or ambiguous, require a stronger match across multiple sources and do not mark as found unless the identity match is clear.
Answer format:
- If the answer is 'Yes', answer 'Yes,' followed by the reasoning in 150 words.
- If the answer is 'Not found', strictly only answer with 'Not found' and strictly do not include any other words or reasoning.
Effort
Low0.5 creditFollows your steps exactly. Best when your instructions cover the task.Medium1 creditFollows your steps and expands them with extra reasoning when needed. Best when the agent has to think through details your instructions don't spell out.High1.5 creditsHandles complex, ambiguous tasks that need deep reasoning and judgment.
An agent is a name and the question behind it, written the way you would brief a junior rep: has this person spoken publicly about the thing we sell into. You set how hard it looks, at 0.5, 1 or 1.5 credits, and step 2 is where you choose the personas it belongs to.
DW
Dana Whitfield
IBP: Yes
VP Revenue Operations
atAcme Corp85%
Agent research3
Owns the revenue stackYes. Job description and the org chart place revenue systems spend under her.
24 July, 2026 14:32Source and reasoning
Consolidation mandateYes. Named owner of the 6-instance Salesforce consolidation in the CTO's Q2 letter.
24 July, 2026 14:32Source and reasoning
Recently active on data qualityYes. A LinkedIn post on CRM hygiene from 12 Jul drew 240 reactions.
24 July, 2026 14:32Source and reasoning
What reps read
Your rep can check the answer, not just read it
Answers land on the contact under Agent research, each one carrying the reasoning behind it so a rep can see how it was reached. Edit the agent afterwards and the old answer is flagged as stale, with a re-run on that single question rather than the whole contact.
Research agent for contactsBoost
Showing agents assigned to the personas of your 1 selected contacts.Configure agents
SearchSelect allUnselect all
Owns the CRM budget
Posts about RevOps tooling
Named in the 10-K
·1 contact selected·Estimated 0-4 credits
CancelStart
What to run
Run the questions this call needs, not all of them
Launching does not mean running everything you have ever written. You pick the questions that matter for this batch, so a first-touch list and a pre-renewal list can draw on the same library without paying for each other's questions.
Name
Details
Personas
Owns the revenue stack
4Manage personas
Named on the consolidation mandate
3Manage personas
Publishes on data quality
4Manage personas
Recently promoted into the seat
2Manage personas
Speaks at RevOps events
Assign
Eva Beta
Context in hand
Our buyers are RevOps leaders. Set up the contact research agents that would tell a rep how to open a first call with one. Yes, create them.
Thought process- These are questions about a PERSON, not their company, so…
2 steps· 1.5 credits
Wrote 3, each answerable about the person rather than the company: what they own, what they have said publicly, and what changed in their remit this year. Binding them to Revenue Operations so they run on that persona and no other.
Contact research agents written
Created3 contact agents
Bound toRevenue Operations
Runs onThat persona only
Message Eva…
Or ask Eva
Describe the buyer and Eva writes the questions
Tell her who you sell to and what a rep needs to know before the first call, and she writes the agents that would answer it, bound to that persona. You are describing a buyer, not configuring a tool, and what comes back is editable like anything you wrote yourself.
Agent research3
Owns the revenue stackYes. Job description and the org chart place revenue systems spend under her.
24 July, 2026 14:32Source and reasoning
Consolidation mandateYes. Named owner of the 6-instance Salesforce consolidation in the CTO's Q2 letter.
24 July, 2026 14:32Source and reasoning
Recently active on data qualityYes. A LinkedIn post on CRM hygiene from 12 Jul drew 240 reactions.
Dana, 3 RevOps roles open and 6 regional instances usually means the board pack takes a reconciliation week. We qualify and research every account once, then write it back to each instance...
The outreach is written from what was actually found
The answers do not stop at the record. They go into the play agent with the contact, so the email your rep sends is written from what this person actually said and owns rather than from their job title. Research nobody acts on is just a longer profile.
DW
Dana Whitfield
IBP: Yes
VP Revenue Operations
atAcme Corp85%
Strategize with EvaLaunch agentLaunch workflow
Qualification agentQualifies or disqualifies contacts using your persona card.
Research agentFinds custom contact data points and signals, then scores positive signal coverage.
Generate playsCreates personalized outreach from research and your play templates.
Email/Phone finderFinds a verified email address or phone number for selected contacts.
When to use
Use when you need personal context for outreach, meeting prep, or prioritization. The percentage shows how many configured contact signals came back positive.
Suggested tone of voice: direct, confident, concise. Lead with the number.
Full research
Where it starts
It starts from the record your rep is already on
The same agent is 1 click from the contact your rep already has open, and the answers land back on that record. There is no separate tool to open and no list to export, so the research happens where the work is already happening.
Eva, anywhere
Your team works with Eva anywhere, not only in Evergrowth
It is the same Eva as in the workspace, with each rep's own permissions, and her answers link back to the workspace.
Slack
Microsoft Teams
ChatGPT
Claude
Microsoft 365 Copilot
⌕ Search Northstar
N
Home
DMs
Activity
Later
More
Northstar
Threads
Drafts & sent
⌄ Channels
# account-planning
# sales
# general
⌄ Direct messages
Eva
SV Sara V.
＋ Add teammates
Eva
SV
Sara V.10:42
What do we know about Acme Corp, and where should we focus?
✅ 1
EvaAPP10:42
2 steps
The workspace research points to a RevOps-led consolidation project.
Acme Corp · account context
AccountAcme Corp
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Acme Corp
🪙 This answer used 1 credit (2 tool calls)
⌕ Search (Ctrl+Alt+E)
T
Activity
Chat
Calendar
Calls
Apps
Chat
Unread Channels Chats
Favourites
Eva from Evergrowth
SV Sara V.
Teams and channels
⌄ Revenue team
# Account planning
# General
Eva from EvergrowthChat
10:42
What do we know about Acme Corp, and where should we focus?
Eva from Evergrowth10:42
🛠 2 tool calls · 1 credit
The workspace research points to a RevOps-led consolidation project.
This answer used 1 credit (2 tool calls)
Acme Corp · account context
AccountAcme Corp
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Open in Evergrowth
In Slack and Microsoft Teams
In Slack, a rep sends her a direct message or mentions her in a channel. In Teams, she answers in direct messages. Eva in Slack and Teams
ChatGPT5Account executive
What do we know about Acme Corp, and where should we focus?
Evergrowth
EvabyEvergrowthNorthstar
Eva's work· 2 steps
The workspace research points to a RevOps-led consolidation project.
Acme Corp · account context
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Acme CorpAccount recordOpen
Answered by Eva in EvergrowthOpen Evergrowth
Ask anything
CopilotAutoSDR
Help me prepare for a conversation with Dana Whitfield at Acme Corp.
Question to askWhere is reconciliation slowing the team?
Answered by Eva in EvergrowthOpen Evergrowth
The answer is being provided in the Evergrowth panel.
Message Evergrowth
Find RevOps contacts workflowRevOps
Run our saved “Find RevOps contacts” workflow on Acme, Northwind and Contoso.
Evergrowthask_eva
EvabyEvergrowthNorthstar
Eva's work· 2 steps
Review this run
WorkflowFind RevOps contacts
SettingsUp to 2 contacts/account · low effort
Contact detailsEmail on · phone off
Estimated execution: 6 credits, plus credits for each new verified email. Conversation usage is separate.
Shall I run it?
Answered by Eva in EvergrowthOpen Evergrowth
Eva is asking you to confirm the run in the Evergrowth panel.
Reply
Opus 5.5 Medium
In ChatGPT, Claude and Copilot
The Evergrowth connector brings Eva in through MCP. Before she launches anything, she shows the cost and asks. Eva in ChatGPT, Claude and Copilot
What your security team will ask
Never used to train models
Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.
Your workspace is isolated
Each workspace is logically isolated, so your data is never accessible to another customer.
You control retention
If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.
Under the MSA, everything you upload and everything the agents produce from it is yours.
SOC 2Audited
ISO 27001Certified
GDPRCompliant
Ask your own questions about your own buyers
We write 2 research agents for the personas you sell to, run them on a slice of contacts that already qualified, and you read the answers and the reasoning.
IBP: Yes
EvaLaunches them, and writes them
Slack
Microsoft Teams
ChatGPT
Claude
Evergrowth
