Records this rule matchesICP: One of YesANDVertical: One of Industrial AutomationANDScore: Greater or equals 70
Assigned to - rotates round-robin lea.bernard@evergrowth.io SDR pod, EMEA (team of 6)
Created 6 days ago by sara.vance@evergrowth.io
PreviewA live breakdown of your records and what the rules can assign.
412Waiting on qualification1,208Owned in Evergrowth336Owned in CRM, skipped27Locked, rules skip1,544Matched by rules
Matched by rule
1EMEA enterprise accounts612
2Manufacturing, DACH388
3Inbound, all regions301
4Named accounts, US243
-Matching no rule (stays unowned)184
Override existing ownersLets rules reassign owners across the whole workspace - expand to changeOff
Routing
Your qualified accounts get an owner without a queue
Ownership rules run top to bottom and the first match wins, rotating round-robin across the reps or teams you name. The preview shows what each rule would take. Rules run every 5 minutes on records with a verdict and leave existing owners alone unless you opt in.
Create team
From scratchFrom template
NameEMEA reps
Template
AdminFull access including user and role management.Sales OpsFull configuration access; can invite users and manage roles.Sales RepExecution-focused: runs agents, edits accounts and plays.Read-onlyView-only access across supported features.
CancelCreate
Edit team: Sales RepSystem
Permissions
FeatureViewManage
Accounts & contacts
LinkedIn/Crunchbase import
Managing pending & duplicates
File imports
Launch agents & workflows
Agent training center-
Personas cards
Value proposition
Verticals management
CancelSave
Access
A new rep starts with the access their team needs
Start a team from 1 of 4 templates, Admin, Sales Ops, Sales Rep or Read-only, and edit its grants feature by feature. A new rep joins a team rather than a list of exceptions, and a change to the team reaches every member.
OverviewObjects5UsersActivity
AccountsOn · 8 of 32 mappedContactsOn · 14 of 62 mappedLeadsOff · 0 of 94 mappedActivitiesOn · Read onlyOpportunitiesOff · Read only
AI-generated explanation for the assigned ICP status.
EG - ICP Reasoning
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
The CRM
Your CRM receives what the agents find, field by field
Choose the verdicts, scores and research answers you want in your CRM. Each maps to a field you already have or to an EG field Evergrowth creates, with its own sync direction, and changes go out within about 5 seconds.
Job change requalificationSave as templateUpdate
Workflow setupSettingsTarget
Workflow target
How much is enough for this workflow. Every launch starts from it, and whoever launches can change the number or switch it off for that run.
Stop at250
qualified accounts
Runs end once they have enough. Records they did not reach stay untouched and cost nothing.
Stop at50
records matching custom conditions
Runs end once they have enough. Records they did not reach stay untouched and cost nothing.
Count records of typeAccount
andor2 conditions
Vertical One of Manufacturing
and
Score Greater or equals 70
Add conditionAdd group
Budget
Your runs stop spending once they have found enough
Give a workflow a goal, such as a number of accounts that qualify as ICP yes, and it stops starting new records once the goal is reached. The rest are not processed. Records already running when it lands still finish.
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
Build me a newbiz workflow: qualify accounts, research the ones that fit, then find contacts for ICP yes. Yes, create it.
Thought process- Qualification has to run first so the condition has an ICP…
3 steps· 1.5 credits
I set up Newbiz pipeline: Account Qualification starts, research follows, and a condition routes ICP: Yes accounts to Contact Finder. It is saved; press Update after any change.
Created
WorkflowNewbiz pipeline, 4 steps
EntryAccount Qualification Agent
RoutingCondition on ICP: Yes
Open Newbiz pipelineReview it in the builder
Open
Message Eva…
Building
Eva builds the workflow you describe, after your yes
Describe the workflow in plain English and Eva places the steps, the conditions and a goal on the canvas once you confirm. Scheduling is a separate step: she sets daily, weekly or monthly runs, and realtime is set in the app.
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 set it up once, then rolled it out
Their rollout, not our pitch. ARIS loaded its value proposition, ICPs and personas, built research signals of its own and trained its regions on the result, rather than setting it up again per team.
“Once we uploaded our value proposition, ICPs, and personas, Evergrowth could begin finding the right contacts and surfacing buying signals for account-planning.”
Built niche Research Signal Agents (e.g. on-prem vs SaaS buyers)
Global rollout
Structured training, regional webinars, and onboarding embedded
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 a workspace set up the way you run it
We will walk you through ownership rules, team permissions, CRM field mapping and a workflow with a goal on a real workspace.