You'll learn how to: Get an AI-generated dossier on a specific contact or company. Used for high-value pre-meeting prep, account expansion analysis, or first-touch outbound.
Time: 1 minute to start. Results return in 2-5 minutes.
Prereqs: The contact or company has at least a name and either a LinkedIn URL, email domain, or company name. The richer the existing data, the better the report.
When to spend the credits
Deep Research is a separate, higher-cost action than filling basic profile details. The confirmation shows the current cost before it runs. It's worth it for:
- A meeting with a buyer you don't know well, where the deal matters.
- A new strategic account you want to break into.
- A pivot moment in an existing deal where you need to know what changed.
- Pre-call prep for the first conversation with a senior stakeholder.
Skip it for low-value contacts or contacts where you already have rich data and recent interactions.
Steps
- Open the contact's profile (or company's profile).
- Find the Deep Research action. Common locations:
- In the AI / Skills menu on the profile.
- As a top-level action on the contact toolbar.
- In the bulk toolbar > More > Deep Research for many at once.
- Click it.
- A confirmation shows the credit cost.
- Confirm.
- The job kicks off in the background. The profile shows a "Researching..." state.
- In 2-5 minutes, the dossier appears as a structured panel on the profile.
What's in a typical dossier
- Background: who they are, where they've worked, what they're known for.
- Recent signals: posts, job changes, funding announcements, conferences.
- Predicted needs: what challenges someone in their role is likely facing right now.
- Talk tracks: 3-5 conversation openers grounded in the above.
- Mutual connections: people in your network who could intro you.
- Risks / sensitivities: things to NOT mention or handle carefully.
- Authority match: how your positioning maps onto their likely needs.
For companies, the dossier shifts to:
- Company health signals (hiring, growth, news).
- Tech stack and tools.
- Decision-maker map.
- Recent press / mentions.
- Best-fit entry point and warm-intro paths.
Save and share the dossier
The dossier is preserved on the contact / company forever. You can:
- Pin it so it always shows at the top of the profile.
- Export as PDF for sharing with a teammate or printing for a meeting.
- Send to email if you want it in your inbox to read on mobile.
Re-run later
The signals refresh. If a few months have passed and you want fresh research:
- Open the profile.
- Click Re-run Deep Research.
- Confirm the credit cost.
- New report replaces the old one (the old is archived for reference).
If something goes wrong
- Symptom: "Deep Research action isn't there." → Fix: Your plan may not include it. Check avatar > Settings > Account.
- Symptom: "Not enough credits." → Fix: Top up via avatar > Settings > Account > Credit Balance, or run on fewer contacts.
- Symptom: "Report came back thin." → Fix: The contact has limited public footprint. Add or fill the LinkedIn URL and company domain, then re-run.
- Symptom: "Report has factual errors." → Fix: Edit individual sections of the dossier (the panel supports inline edit on most plans). The AI's research is grounded in public data which can be wrong. your edits become the canonical version.
- Symptom: "Researching... never finishes." → Fix: Big reports can take 5-10 minutes for very rich contacts. If it's still running after 15 minutes, refresh the page. the result may already be there but the UI didn't update.
FAQ
Q: How do I generate a deep research report? Get an AI-generated dossier on a specific contact or company. Used for high-value pre-meeting prep, account expansion analysis, or first-touch outbound.
Q: What do I need before I start? The contact or company has at least a name and either a LinkedIn URL, email domain, or company name. The richer the existing data, the better the report.
Q: How long does this take? About 1 minute to start. Results return in 2-5 minutes.
Q: Deep Research action isn't there? Your plan may not include it. Check avatar > Settings > Account.
Q: Not enough credits? Top up via avatar > Settings > Account > Credit Balance, or run on fewer contacts.
Related: Fill profile details for one person | Run a Meeting Prep coaching session | Check your credits balance.