Research agent

The Research Agent allows you to enrich user or account profiles by sending requests in natural, human-like language, as if you were talking to a person. It processes your prompt and returns structured data that can be used to update existing attributes or create new ones for the selected user or account.

What does it do?

• Accepts prompts written in conversational language
  (e.g., “Find the company industry for this domain.”)

• Interprets the response and maps the output to specific user or account attributes

• Can modify current values or generate entirely new ones based on the returned information

📘 Note: While the Research Agent can be run manually for individual users or accounts (e.g., for testing or one-off enrichment), it is primarily designed to be used as part of a Journey. Embedding it in a Journey allows you to automate enrichment at scale based on user behavior or segmentation.

Use сases

• Lead enrichment. When a new user signs up, enrich their profile with company information pulled from public sources. Use this to segment leads by company size or vertical.

• Location refinement. Automatically geolocate users based on session metadata and update their profile for personalized content or time zone-based actions.

• Job title extraction. Enhance account-based marketing campaigns by tailoring content to a user’s job role.

Where to start

• Creating a Research agent

• Managing a Research agent