> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quality gate and match score

> How a company is scored against your profile, and what the quality gate discards before you pay for contacts.

export const UiPath = ({children}) => {
  const parts = String(children).split(/\s*(?:→|>)\s*/).filter(Boolean);
  return <span className="pl-path">
      {parts.map((part, index) => <span key={`${index}-${part}`}>
          {index > 0 && <span className="pl-path__sep">→</span>}
          {part}
        </span>)}
    </span>;
};

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

The match score is an AI judgment, from 0 to 100, of how likely a company is to buy from you. The quality gate is an optional setting on a lead source that discards any company scoring below a bar you set, before its contacts are ever searched for.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Outreach<span className="pl-path__sep">→</span>AI Agents</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">Your role needs</div>
    <div className="pl-availability__value">Read access to AI Agents <code>read-campaigns</code>. Admin, Member and Viewer have it by default.</div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">To create or change</div>
    <div className="pl-availability__value"><code>create-campaigns</code> to add one, <code>update-campaigns</code> to change one, on top of the permission above.</div>
  </div>

  <div className="pl-availability__note">If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.</div>
</div>

<Screenshot id="finding-leads/quality-gate-and-match-score--bands" url="/leads/companies" alt="The Companies list with several rows carrying different match-score rings, from red and low to green and near 100" caption="Every scored company gets one of these rings. The quality gate just draws a line across them and keeps only what clears it." />

## How it behaves

### What gets compared

A company is scored against your own company profile: your name, description, country, locations, target industries and links. The description and the target industries are the two you edit under <UiPath>Settings → Company Settings</UiPath>; your country and locations come from the details you gave when you set the workspace up. On the other side, the AI reads what we hold about the company: its name, industry, description, size, locations and website, plus its founding year and public rating where we have them.

If the source that found it carries its own written description of what you're looking for, that gets weighed in too.

Both descriptions have to be substantial before anything is scored. Yours and the company's own each have to run past a placeholder line, and a company with next to nothing written about itself is left unscored rather than guessed at. A company whose website could not be read at all never gets that far: it stops with an error, unscored.

### Why scores land high

The AI is told to be generous. It is instructed to reserve the bottom of the range for a direct competitor or a company with genuinely no conceivable use for what you sell, and a fixed bonus is then added to its raw judgment before the result is capped at 100. The number on the ring, and the number your gate compares against, is the boosted one.

That is worth knowing before you set a bar. The five bands run **Poor**, **Low**, **Moderate**, **Good**, **Excellent**, and the slider in the standalone form reads the same bands in the same colors the Companies list uses for its ring. How the ring and its explanation work on a single company is covered on [Companies list, match score and discards](/en/leads/companies-and-match-score).

### Where you write what you're looking for

That per-source description is one field wherever you set it, but its label depends on the screen. The standalone form calls it **Campaign Context** and gives it a panel of its own, sitting next to the quality gate but independent of it: you can write context there without turning any gate on. The create-agent wizard's **Pace** step and the **Add a source** / **Edit source** dialog call the identical field **What are you looking for?**, and there it only appears once you turn the quality gate on. Leave it blank in either place and companies still get scored, just against your company profile alone.

### What the gate actually skips

Every lead source can carry one optional quality gate, and it starts off. Turn it on and set a bar, and the source's search still finds companies and still analyzes them one at a time. Scoring happens inside that analysis. What changes is how the analysis ends: a company that comes out below your bar is marked **Discarded** instead of **Analyzed**, the same status a company gets when you discard it by hand from the Companies list.

The contact search, the one that looks for people inside a company and spends credits on them, only ever starts for a company that lands on **Analyzed**. A company that fails the gate never has it run: nobody is looked up, and nothing is spent. See [How many credits does a lead cost?](/en/finding-leads/credits-per-lead) for what that search charges once it does run.

Two things the gate does not do. A company that could not be scored is never discarded by it: with no number there is nothing to compare, and the company passes. And the gate only ever applies to companies a lead source's search found. Companies you imported, added by hand, or that arrived from website tracking have no source behind them and no gate to clear.

### How high the gate can go

No screen lets you drag the gate above 80%. The standalone form's slider stops exactly there and warns you when you reach it (1). The create-agent wizard's **Pace** step and the **Add a source** / **Edit source** dialog stop a few points lower still, and say nothing when you get there.

Those first two screens back the slider with a saved-value check as well: the standalone form and the source dialog share one validation rule, and it rejects anything over 80% with "The quality gate cannot exceed 80%". The wizard carries no such rule, so on that screen the slider is the whole limit.

<Screenshot id="finding-leads/quality-gate-and-match-score--threshold" frame="bare" alt="The Quality Gate panel in the standalone lead-generation form, its slider dragged to 80 and an amber warning underneath reading that 80% is the maximum and very high thresholds skip most companies" caption="The slider (1) stops at 80%, and the panel tells you why once you get there." marks={[{ n: 1, x: 88, y: 44 }]} />

### A gate-discarded company sits with everything else you discarded

Failing the gate does not hide a company anywhere special. Switch the Companies list to its **Discarded** view and it is there next to anything you excluded by hand, with nothing on the row to say which reason put it there. Its score ring is the only clue.

**Restore** treats it exactly like a manual discard: the company flips back to **Analyzed**, and that status change alone is what starts its contact search, the same one a company that cleared the gate got automatically. So restoring a company you gated out spends the credits its contacts would have cost.

### Re-scoring never re-applies the gate

Scoring and gating are separate jobs. The gate is applied in one place only, the analysis pass a lead source's search runs over a company it just found. **Calculate Score**, offered on a company that has no score yet, and **Refresh score**, offered on one that has, both write a new number and a new explanation and touch nothing else. A refreshed score that would have missed your bar leaves the company exactly where it was.

Both controls need permission to change companies (`update-lead-companies`), so a Viewer sees the ring and its explanation but no way to recompute either. The same grant is what **Restore** needs.

<Tip>
  Tightening a gate never cleans up companies you already have, and loosening it never brings any back. Neither move touches a company that is already **Analyzed** or already **Discarded**, only what the source does from then on.
</Tip>

### Where you'll meet it

Three screens carry this setting. Two of them belong to an agent: the **Pace** step of the create-agent wizard, and **Add a source** or **Edit source** on an agent that already exists, where it sits under **Pace & limits**. Both are covered on [Lead sources: add, edit limits, pause](/en/ai-agents/lead-sources). The third is the older standalone form's own **Quality Gate** panel. That form sits in a sidebar group that stays hidden until someone switches it on for your workspace, so most people never see it; it is covered on [AI Engine (standalone lead generation)](/en/finding-leads/ai-engine).

## Limits

|                                      |                                                                                                                 |
| ------------------------------------ | --------------------------------------------------------------------------------------------------------------- |
| Score range                          | 0 to 100, in five bands from **Poor** to **Excellent**                                                          |
| Computed from                        | Your company profile against the lead company's, plus whatever context you wrote for that source                |
| Left unscored                        | Either description is too thin to judge, or the company's website could not be read                             |
| A company with no score              | Passes the gate. The gate only compares numbers it has                                                          |
| Gate default                         | Off, and set per lead source                                                                                    |
| Gate ceiling                         | 80%, the highest any slider in the product goes                                                                 |
| Gated companies                      | Only the ones a lead source's search found. Imports, manual adds and website-tracking companies are never gated |
| A company below the bar              | Marked **Discarded** instead of **Analyzed**; its contact search never starts                                   |
| Re-scoring a scored company          | Never discards it, whatever the new number is                                                                   |
| Restoring a gate-discarded company   | Sets it back to **Analyzed** and starts its contact search                                                      |
| Recomputing, discarding or restoring | Needs `update-lead-companies`                                                                                   |

## Related

<CardGroup cols={2}>
  <Card title="Companies list, match score and discards" icon="table" href="/en/leads/companies-and-match-score">
    Reading the Companies table, the score ring's bands, and how Discard and Restore actually work.
  </Card>

  <Card title="Decision-Maker Targeting: filters explained" icon="target" href="/en/finding-leads/decision-maker-targeting">
    A separate scoring pass, run over the people inside a company rather than the company itself.
  </Card>

  <Card title="No leads matched yet" icon="search-x" href="/en/troubleshooting/no-leads-found">
    Why a high gate reads as a Companies count that barely moves, and what to check first.
  </Card>

  <Card title="How many credits does a lead cost?" icon="coins" href="/en/finding-leads/credits-per-lead">
    What the contact search a passing company gets actually charges you.
  </Card>
</CardGroup>