You write it once.
The agents read it.
Your value proposition, verticals and persona cards live here, so verdicts, research and plays start from your words.
Verdict
Research
Play
What the agents know about you lives here
The agents do not guess what you sell or who you sell to. They read it here, in parts you write and own.
What you sell
Your value proposition, drafted from your website and PDFs and edited by you. It reaches the agents when you publish it.
Who fits
Your verticals. Each carries its own qualification rows and decides which research runs on its accounts.
Who you sell to
Your persona cards, 1 per role. They decide which contacts qualify and which plays run on them.
This is the side you fill in. What a rep gets from it is on Sales reps.
Start from your website and PDFs, not a blank page
Add your website and your PDFs as sources, and the sections are drafted from them. You edit each section in your own words, and nothing reaches an agent until you publish.
Publish a change and your next run has it
Account Planning and Website Finder read the published version on every run, scheduled ones included, and every persona card is queued to be rewritten against it. You see what syncs and what it costs in credits before you confirm. Play and research instructions keep their version until you regenerate them.
A fit verdict points at a rule you wrote
Each vertical carries its own qualification rows, and Account Qualification answers them for every account, so you can see which row an account failed. The same vertical decides which research questions run on its accounts.
Eva writes a persona card from what you sell
Ask in words and she reads your value proposition, writes the card and assigns it to the verticals you name. The cards decide which contacts qualify, which research questions a contact gets and which plays run on them.
See which agent reads which part
Each agent reads some of the 3, and 1 reads none. This is what each one takes from the training center when it runs.
| Agent | Reads | What it does with it |
|---|---|---|
 Website Finder | Value proposition | Reads what you sell when a company name could belong to more than one company. |
 Account Qualification | Verticals | Answers the qualification rows of the account's vertical. |
 Account Research | Verticals | Runs the research questions assigned to the account's vertical. |
 Contact Finder | Persona cards | Finds contacts per persona, when you run it by persona. |
 Contact Qualification | Persona cards | Judges each contact against your persona cards. |
 Contact Research | Persona cards | Runs the research questions that match the contact's persona. |
 Account Planning | Value proposition, persona cards | Writes the plan from your value proposition and each contact's persona. |
 Play Copywriting | Value proposition, persona cards | Plays are written from your value proposition and run only on contacts whose persona they target. |
 Email/Phone Finder | None | Finds verified emails and phone numbers. It reads none of the 3. |
ARIS set up its training center first
Their words, not ours. ARIS loaded its value proposition, ICPs and personas before anything else, and the contact finding and research that followed ran on them.
“Once we uploaded our value proposition, ICPs, and personas, Evergrowth could begin finding the right contacts and surfacing buying signals for account-planning.”
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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.
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Your workspace is isolated
Each workspace is logically isolated, so your data is never accessible to another customer.
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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.
SOC 2 audited. ISO 27001 certified. GDPR compliant. The detail, the sub-processors and the DPA are on Security and trust.
Your material stays yours
Under the MSA, everything you upload and everything the agents produce from it is yours.
See your own training center filled in
We will walk your RevOps lead through the value proposition, the verticals and the persona cards on a real workspace, and what a published change reaches.
Request a demo