Web Research

Gather customer intelligence from live web sources into your account fields.

Account Web Research allows you to automatically gather information about your customers from live online sources, including funding rounds, industry news, company press releases, and more. You can leverage Web Research via Account Custom Fields. Web Research fields can be customized by including a custom JSON Schema.

Description

Allows you to enter a description to help members and AI identify this field. Ex. "Recent Funding"

Research Instructions

Here you can prompt AI on how to collect the information and what context it should use. Inject variables into your prompt with the { key.

Templates

Research faster using AI web research templates: Latest Funding Round, Company Details, and Recently Acquired.

JSON Schema

Specify the type of data you want to retreive and the shape of the result. You can then access these retrieved fields in other custom fields.

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "The name of the company"
    },
    "employee_count": {
      "type": "number",
      "description": "The number of employees in the company"
    }
  }
}

Example: Customer Details

JSON Schema:

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "The name of the company"
    },
    "employee_count": {
      "type": "number",
      "description": "The number of employees in the company"
    }
  }
}