How to create & configure an AI Researcher

Follow these simple steps to set up and run an AI Researcher task, ensuring you efficiently gather and enrich your CRM data:

1. Click "New AI Researcher Task"

Navigate to your AI Researcher dashboard and click the "New AI Researcher Task" button. This initiates the process of creating a new data enrichment task.

2. Upload Your List of Accounts

Provide the list of accounts you want to enrich by uploading via one of the following methods:

• HubSpot: if you use HubSpot as your CRM.

• Salesforce: if Salesforce is your CRM platform.

• CSV File: Upload a CSV file containing your account data for flexibility.

3. Name Your AI Researcher Task

Assign a clear and descriptive name to your task. This helps in easily identifying and managing multiple tasks, especially when dealing with various data enrichment projects.

4. Choose the Data Source

Select the source that AI Researcher will use to complete the research task:

• Web: AI Researcher will actively search the web to gather the necessary data.

• None: If you prefer to use only the content of the prompt itself and any additional CRM data added via Attributes.

5. Add Your Prompt and Define Your Values

Write out your prompt to instruct the AI Researcher on what information you need from it. See below for prompt template examples. Specify the format and structure of the results you expect from AI Researcher in the Values section. Define the attributes and data points you need, such as categorization labels, specific metrics, or any other relevant information that aligns with your business objectives.

6. Preview the Task

Before committing any credits, preview the task to ensure the results meet your expectations. This step allows you to verify the accuracy and relevance of the data AI Researcher will provide, helping you avoid unnecessary costs and adjustments later on.

7. Receive Task Completion Notification

Once the task is running, AI Researcher will process your request. You will receive an email notification when the task is complete and the enriched data is ready for your review. You can then import the structured data directly into your CRM.