Skip to main content
By the end of this page you can open a company’s record, tell the AI how to write to everyone there, and read who counts as an employee.
Where
Leads→Companies
Your role needs
Read access to Companies read-lead-companies. Admin, Member and Viewer have it by default.
To create or change
create-lead-companies to add one, update-lead-companies to change one, on top of the permission above.
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.

​
Before you begin

  • A company already in . See Companies list, match score and discards for the ways one gets there.
  • update-lead-companies to change anything here. Without it the image, Automation and add-contact controls are not rendered at all. Reading the record is unaffected.

​
Steps

1

Open a company

From , click a company’s name to open its record.The record opens on a banner and a header card. Until you upload images, the avatar is a generated mark built from the company’s first letter and the banner a generated pattern. The pencil button in the top right corner of the banner takes a cover image. The small button on the bottom right corner of the avatar, Change Image, opens a two-entry menu: Upload Image takes a file, and Search Logo looks a logo up from the company’s website domain, so it needs the record to have a website link and it only finds logos that are already published somewhere. These image controls are hidden from a role that cannot change companies.Below the header, About holds the company’s description, with a character count under it. That paragraph is the same one the AI reads for context when it writes. On the right, a Match Score card rates this company as a prospect for your own company, showing the number and a band label once it has been scored. An unscored company says so, and offers Calculate Score to a role that can change companies. See Companies list, match score and discards for what the score means.
2

Write AI Instructions & Context

AI Instructions & Context sits under About and does a different job. About is what the company is. AI Instructions & Context is how the AI should behave toward its people. It is optional free text, and while it is empty the field shows a faint italic prompt to add extra context or rules for the AI. The hint under the field is the product’s own worked example: an existing customer on a given plan, a language to write in, a standing rule about discounts.To write one, hover the field and click the pencil that appears on its right. Type the rule, then save it: click the green tick at the end of the box, press or , or click anywhere outside the field. Plain adds a line break rather than saving, because this field takes several lines and so does About. The company name, the industry and the website on the header card are edited the same way, except that they hold one line each, so plain saves them.A note can run to 2000 characters. A longer one is refused when it is saved.
3

Check the employees list

Employees lists the leads recorded at this company, each with its email address, when it has one, and a chip for where it sits in your pipeline. The column above that chip is headed Status, but what it shows is the stage. View All Employees opens the Prospects list filtered to this one company. An empty card reads “No employees found”.The Automation button beside it works on the whole company. It opens a menu offering to enable or disable automation for all of this company’s employees, then asks you to confirm, naming the company and how many people it covers. It reaches every lead attached to the company, including any the table itself is not showing.When the AI chose which people to pursue here, rather than you adding them by hand, an info icon next to the Employees title explains that choice on hover.
4

See where a company came from, if it was tracked

Website Tracking creates a company record the first time a visit arrives from a domain that matched nothing on your list, unless your capacity for identified companies is already used up. A company created that way carries a Discovered via Website Tracking card in the right column, naming the Tracked Domain the script is installed on and the tracker that caught the visit. A company a search or an import found does not get this card, and neither does one that already existed before a visit was traced back to it. See Identified companies, capacity and the tracker dashboard for the dashboard this feeds into.

​
What happens next

Your note replaces the italic prompt in the field, and no error appears.
From then on the AI reads it every time it writes to someone at this company. The email, LinkedIn and WhatsApp generation prompts each fold it in as a note about the company, and on those three channels, where your note conflicts with the agent’s campaign or stage instructions, your note is the one followed. In a workflow it arrives as the company’s notes in the lead dossier, which an AI block reads whenever its input fields include the company section. A block with nothing picked reads the whole dossier. See Agent instructions: behaviour, offering, replies and follow-ups for those campaign-level defaults.

​
Troubleshooting

Most often it is one of two things: your role cannot change companies, or the note you wrote is longer than 2000 characters.The permission case is worth knowing about because this screen does not warn you in advance. About, AI Instructions & Context, the company name, the industry and the website stay openable and typeable for a role that cannot save them, unlike the image controls, the Automation button and the buttons that add an email, a phone number or a link, which disappear instead. The rejection only arrives when you save. Ask an admin for update-lead-companies.
Deleting the text and then clicking outside the field abandons the edit rather than saving the empty value, so the old note comes back. To clear a note, delete the text and save it with the green tick.
The card asks only for the leads whose analysis has finished or has not started yet. One that is mid-analysis, or that stopped with an error, is left out until that resolves. The stage a lead sits at makes no difference: every stage from Untouched to Closed is listed.

Companies list, match score and discards

Reading the Companies table, what the match score measures, and how discarding a company works.

Agent instructions: behaviour, offering, replies and follow-ups

The campaign-level defaults these per-company notes take priority over.

Identified companies, capacity and the tracker dashboard

What the stats, charts and monthly capacity meter count, and what happens when the limit is reached.

Company profile, links and locations

Your own company’s profile, the one every match score and generated message is judged and written against.