Write down what you sell and who buys it once, let Eva set up the agents after your yes, send the written drafts from your own mail client, and see a run's credit estimate before you launch it.
2Research that carries its evidence24 July, 2026 09:12
3Outreach written per person23 July, 2026 18:40
Add point
Your pitch
Why customers buy from you, written down once
Start from what you already have, not a blank page. Add your website and your PDFs as sources and the value proposition's sections are drafted from them. You edit each section in your own words, and nothing reaches an agent until you publish.
Persona cards
Add new
INF
Procurement and Vendor ManagementDirector levelInfluencerMedium
3225 July, 2026 11:04
DM
Revenue OperationsVP, Director or HeadDecision MakerHigh
6424 July, 2026 09:12
INF
Sales EnablementHead, ManagerInfluencerMedium
4323 July, 2026 16:40
DM
Commercial ExcellenceVP, Director or HeadDecision MakerHigh
5422 July, 2026 11:05
Eva Beta
Set for next steps
Create an Influencer persona card for Procurement and Vendor Management and assign it to every vertical in the Manufacturing ecosystem
Thought process- Manufacturing has 3 verticals and none of them carries a…
4 steps· 2 credits
I created the Procurement and Vendor Management persona card as an Influencer and assigned it to all 3 Manufacturing verticals. Pain and persona mapping generate next, per vertical.
Created
Persona cardProcurement and Vendor Management, Influencer, Medium priority
Assigned to3 verticals in Manufacturing
Open Procurement and Vendor ManagementReview the persona card
Open
Message Eva…
Your buyers
Your persona cards decide who qualifies and what they get
You describe the buyer and Eva does the writing. Ask in words and she reads your value proposition, writes the card and assigns it to the verticals you name. The card then decides which contacts qualify, which research questions they get and which plays run on them.
Edit Account Research Agent
1
Agent settings
2
Verticals
NameCRM consolidation program
Generate with AI
InstructionsIs the company running an active CRM consolidation or migration, based on dated announcements, partner press, or open RevOps roles?
Follow the steps below to answer the question:
**STEP 1**: Scan the company website for initiative language such as lead, build, implement, launch, standardize, automate, migrate, roll out, alongside CRM, revenue operations and systems-of-record terms.
**STEP 2**: Check the careers page, engineering blog and partner pages for evidence the program is live rather than aspirational.
**STEP 3**: Search public engines with queries such as: "[COMPANY] CRM migration"; "[COMPANY] Salesforce consolidation" after:2026-07-01; "site:linkedin.com/jobs [COMPANY] revenue operations"
**STEP 4**: Fall back to press, job descriptions, investor materials and executive posts, 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.
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.
Create a research agent that finds active CRM consolidation programs for our SaaS verticals.
Thought process- I will use dated public evidence and report Not found when…
2 steps· 0.5 credits
I propose CRM consolidation program. Check company, careers and partner sources, then targeted search. Shall I create it and assign it to the 3 SaaS verticals?
Proposed setup
Effort / speedMedium / Standard
Used inSignals · 3 SaaS verticals
Message Eva…
Your research
The questions you research by hand become an agent
Ask the question once and it becomes research your team can reuse. Review the instructions and verticals Eva proposes, then confirm and she creates the agent. It is saved in Agent Hub, where your team can inspect and refine it.
Newbiz pipelineSave as templateUpdate
Workflow setupSettingsTarget
Possible steps
Drag onto the canvas, or click to add
Agents
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
Routing
Condition
Routes records down different paths based on rules
Account Qualification Agent
Start
nextAccount Research Agent
Account Research Agent
nextCondition
Condition
account
ifBranch 1
thenContact Finder
elseno action
Contact Finder
nextend of flow
59%
Eva Beta
Ready when you are
Yes, create Newbiz pipeline with those 4 steps and the ICP: Yes condition.
Thought process- The workflow setup is saved when it is created. Launching…
1 step· 0.5 credits
Created Newbiz pipeline. Open the workflow to review its steps or save later edits.
Created
WorkflowNewbiz pipeline · 4 steps
LaunchNot started
Open Newbiz pipelineReview it in the builder
Open
Message Eva…
Your process
Your sales process, set up by Eva once you confirm
A small team gets a process it can run again, not a checklist in someone's head. Eva creates the workflow after you confirm the setup; open its canvas to inspect the steps and save changes. Creating it saves the configuration, and launching it is a separate decision.
Acme posted 3 RevOps roles this month while running 6 regional entities on Salesforce. That usually means the ops team is absorbing the integration work manually.
Worth a short call on how teams your size cut that to a workflow?
Dana, saw Acme is scaling RevOps across the 6 regional entities. We help teams keep that Salesforce data clean without adding headcount. Happy to share what similar mid-market teams do.
Opener: “Dana, I'll be quick. You're hiring 3 RevOps people while running 6 entities on Salesforce. Most teams at that point are stitching data by hand.”
If pushback: “What's the current process for keeping the regional records in sync?”
Copy for emailSend via email
DW
Dana Whitfield
IBP: Yes
VP Revenue Operations
atAcme Corp85%
Strategize with EvaLaunch agentLaunch workflow
Your outreach
You and your reps start from a written draft
Email drafts go out from the mail client you already use. A contact's record carries the plays already written for that person: a cold email, a LinkedIn message and a cold-call track. Send via email fills your own mail client with the subject and body.
Find up to 2 contacts at each of these 3 selected accounts. Use Low effort, find emails, and leave phone finding off.
Thought process- I will run the saved Find target contacts workflow on these…
1 step· 0.5 credits
This workflow has 1 Contact Finder step. Review the downstream estimate; actual cost depends on results. Shall I launch it?
Estimated downstream run
Scope3 accounts · up to 2 contacts each
SettingsLow effort · email on · phone off
Execution6 execution credits
Email findingCredits for each new verified email
Message Eva…
Eva Beta
On deck
Yes, run Find target contacts on those 3 accounts with that scope and estimate.
Thought process- Your confirmation applies to the reviewed scope. Contact…
1 step· 0.5 credits
Launched Find target contacts for the 3 selected accounts. Follow its progress and results in the task feed.
Launched
Scope3 accounts · up to 2 contacts each
SettingsLow effort · email on · phone off
Message Eva…
Your spend
You say yes after seeing the credit estimate
Credits go on the runs you choose. Ask Eva for work on the records you selected and she shows the scope, settings and estimated credits, then waits for your yes. She works within your permissions, and you follow the run in the task feed.
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
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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
IGEN keeps its personas and messaging in Evergrowth
Their setup, not our pitch. IGEN works a market fixed at 1,200 companies, with its personas, problems and messaging kept in Evergrowth, so a new rep starts with the research done.
“The best type of outbounding is trigger-based outbounding. So something has happened at a company, therefore that person's more likely to interact with my messaging.”
A user, a director and a CFO each get a different one
Ramp-up
New reps start with the research done
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.
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.
SOC 2Audited
ISO 27001Certified
GDPRCompliant
See how a small team sets it up
We will walk you through a value proposition, a persona card, a workflow Eva builds and a written play on a real workspace, with the credits each step spends.