2Research that carries its evidence24 July, 2026 09:12
3Outreach written per person23 July, 2026 18:40
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Ecosystems
Manufacturing314
Industrial Automation6Packaging and Materials5Automotive Suppliers3
Mid-market SaaS418
Research Agent SandboxesCRM consolidation program2Uses Salesforce1Actively hiring RevOps3
DM
Revenue OperationsVP, Director or HeadDecision MakerHigh
6424 July, 2026 09:12
Your GTM context
Make your GTM knowledge reusable
Keep your value proposition and buyer personas together. Link personas and research to the verticals you sell into, so your team can reuse that context across its GTM work. Define the foundation in Agent Training Center.
Automated lead and signal research
Account Qualification AgentsAccount Research AgentsContact Research Agents
Ultra personalized customer interactions
Account Plan AgentsPlay Agents
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Account Qualification Agents
The specific characteristics used to define your accounts based on market research and real customer data.
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Name
Details
Verticals
Uses Salesforce
4Manage verticals
Uses a data warehouse
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Actively hiring RevOps
3Manage verticals
Multi-entity organization
5Manage verticals
Business activity
6Manage verticals
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.
Choose the questions your team needs answered, then shape the research instructions and outputs around them. Set effort, speed and the verticals where an agent applies. Manage the setup in Agent Hub.
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%
Stop at250
qualified accounts
Runs end once they have enough. Records they did not reach stay untouched and cost nothing.
Your workflow
Keep the right work moving
Keep each account moving through the steps you choose. Workflows connect agents and branch on record data. An optional goal stops work once enough matching records are found.
Discovery with Acme Corp on Thursday. Dana Whitfield, Marcus Reed and their CFO are joining. Brief me.
Thought process- Dana and Marcus are on the account and already researched;…
5 steps· 3.5 credits
Used Search Accounts0.5 credits
Used Search Contacts ×21 credit
Used Get Contact Agents0.5 credits
Used Get Contact CRM ×21 credit
Used Get Company Value Proposition0.5 credits
Acme Corp is ICP: Yes at 85, and the why-now is the 6-instance Salesforce consolidation. Dana Whitfield is your decision maker, so lead with the outcome and keep the proof in your back pocket. Marcus Reed evaluates: he will want the evidence Dana skips. Their CFO is not in the workspace, so I have nothing on them. That is the gap I would close before Thursday.
Thursday 10:00, Acme Corp, discovery
Why this companyICP: Yes · score 85 · Mid-market SaaS
In the roomDana Whitfield, Marcus Reed, and a CFO not in the workspace
How to land itOutcome first for Dana, proof ready for Marcus
Open Acme Corp2 of 3 attendees researched
Open
Message Eva…
Eva orchestrates
Ask Eva for the next move
Prepare with the context your team has already built. Eva connects the account and its contacts into a meeting brief, then calls out gaps to research next. ICP is the fit verdict; the score summarizes research signals.
Suggested tone of voice: direct, confident, concise. Lead with the number.
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...
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
Your sales workspace
Prepare your next conversation with your digital colleagues
Bring research into your next conversation. The contact record combines approach guidance, prepared outreach and team notes. Explore the research behind the answer, including sources when available.
OverviewObjects5UsersActivity
AccountsOn · 8 of 32 mappedContactsOn · 14 of 62 mappedLeadsOff · 0 of 94 mappedActivitiesOn · Read onlyOpportunitiesOff · Read only
Evergrowth
Accounts
To Salesforce2 conditions
From SalesforceNo filter
Salesforce
CRM
Map 2 fields · Accounts
Evergrowth field
Uses Salesforce
Reasoning or value found for this qualification criterion.
DirectionEvergrowth → Salesforce
Salesforce field
Auto-maps to EG - Uses Salesforce
Pick a field manually
Evergrowth field
CRM consolidation program
Specific data point discovered during enrichment.
DirectionEvergrowth → Salesforce
Salesforce fieldCRM program notes
Suggested Salesforce field type: Rich Text
Use suggestion: EG - CRM consolidation program
Remove mapping
CancelSave
Connected to CRM
Bring useful intelligence back to your CRM
Keep useful answers in the systems your team already uses. Choose the fields and sync direction for a connected CRM; configured mappings and filters determine what moves.
Find & qualify accounts - run overview
7c2b0a55-41ef-4d6a-b3c8-92e7f1a40b6d
2,351.9 credits used
Click any step for results & setup
Website Finder Agent
128128
42 s64 credits
Account Qualification Agent
12812152
4 min 12 s423.5 credits
79 ICP yes49 ICP no
Account Research Agent
7979
9 min 3 s632 credits
612 Agents found
100%
Account Qualification Agent
Checks whether the account fits your ICP
Statistics4 min 12 s128 records423.5 credits
121completed5skipped2with errors
Why did 2 records fail?
Why were 5 records skipped?
Results
128All123New this run5Reused
ICP Qualification
Yes - 79 (62%)No - 49 (38%)
Per-record breakdownClose
IBP contacts without plays
Qualified people who have nothing written for them yet.
PRPriya RamanHead of RevOps · Northwind Traders72%
SLSofia LindqvistVP Sales · Hooli Cloud88%
View all 412 contacts
Agents are working on it...Started 4 minutes ago·See report
Run visibility
Know what ran and what needs attention
See whether a run finished and where a step needs attention. Open its graph to inspect the results and setup for the selected step, then adjust your workflow.
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
ARIS builds its GTM motion on Evergrowth
ARIS configured Research Signal Agents and workflows for its SDRs and account executives. Its teams now experiment with agents and refine how the work runs.
“Seeing reps go into an AI system and start running their own agentic workflows, that's something I wouldn't have imagined two years ago.”
Built niche Research Signal Agents (e.g. on-prem vs SaaS buyers)
Cultural shift
Reps now experiment directly with AI agents independently
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.
Eva
IBP: Yes
Slack
Microsoft Teams
ChatGPT
Claude
Evergrowth
