Guide
Research brief: AI account research on a company
Open any company from the Companies page and use the Research brief section to get a one-click AI account brief: what the company does, its momentum (growth, funding, hiring, news), workplace signals from employee reviews, and 2-3 concrete talking points on how to approach it.
A brief costs 10 AI credits, shown on the button and confirmed before anything is spent, and the feature is available on the Hunter plan and above. If the research cannot find enough public information about the company, you are not charged. Each workspace can generate up to 5 briefs per day.
The brief is saved on the company, so your whole team sees it when they open the drawer. Press Refresh to write a new one (another 10 AI credits). The research gathered about a company is kept for 30 days, so refreshing within that window reuses it and is faster. A company with a website saved gets noticeably better research, so enrich the company first if the brief looks thin.
Inside the app, click the help button in the bottom corner to ask the assistant or leave a message for our team.