Researcher

The Researcher lets you analyze a person’s recent social activity — posts, comments, and reactions — and generate AI-powered insights about their interests, priorities, and buying signals. Results appear in two tabs: Activity and Insights.

​

Run research on a person

From any person record, click Run research and choose a time range: Longer time ranges analyze more content and consume more research credits. You can also choose whether to include AI-generated insights. Running with AI costs more credits but produces organization-level insights in the Insights tab.

​

Activity tab

The Activity tab shows all research runs grouped by person. Each entry displays:

• Person info — name, job title, and company
• Status — where the research run stands
• Timestamp — when the run was triggered

​

Research run statuses

​

Trigger types

Each run shows how it was triggered:

• Research — you manually ran research on the person
• Insight Generation — AI insights were generated from the research
• Tracked Account — automatically researched via a tracked account

When a person has multiple runs, click to expand and see the full history.

​

Insights tab

The Insights tab shows AI-generated insights grouped by company. Each insight includes:

• Title and description — a summary of what was discovered
• Category — the type of insight (color-coded)
• Person — who the insight relates to
• Sources — the signals that contributed to the insight

​

View insight details

Click any insight card to open the detail panel, which shows:

• The full insight context (rendered as markdown)
• An Evidence section listing every source signal, including the original content (posts, comments) and who was involved

​

Person details panel

Click a person’s name in either tab to open the details panel. The panel has four tabs:

• Overview — company details, AI tags, and signal summary
• Signals — all detected signals grouped by category
• AI Insights — insights specific to this person with source signals
• Research — full history of research runs for this person

From the Research tab, you can trigger a new research run directly.

​

Interpret research results

Research results surface patterns you can act on:

• Content themes — topics a person consistently engages with
• Engagement patterns — who and what they interact with most
• Buying signals — indicators of interest in products or services like yours
• Company-level trends — when multiple people from the same company show similar activity, insights are grouped together

Use the Insights tab for strategic, company-level intelligence. Use the Activity tab to monitor individual research status and drill into specific people.