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 costs more than enrichment (typically 3-10 credits per report depending on depth). 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 Settings > Account.
- Symptom: "Not enough credits." → Fix: Top up via Settings > Account > Credit Balance, or run on fewer contacts.
- Symptom: "Report came back thin." → Fix: The contact has limited public footprint. Deep Research is only as good as what exists publicly. Try enriching first to add LinkedIn URL / 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.
Related: Enrich a single contact | Run a Meeting Prep coaching session | Check your credits balance.