About them and Terry's research
Write who a person is, or let Terry read their public pages, so a first email reads like it came from someone who knows them.
About them is what Terry knows about a person. It has two parts, kept apart and shown together: what your team writes, and what Terry read on the person's public pages. Terry uses both when it writes to them, so a first email reads like it came from someone who knows them.
You find About them in the person's panel: click a person on Prospects, or open their conversation in the Inbox. On a wide screen the panel sits beside the conversation; on a narrow one, press About and their first name.
Write who they are
- Click the person on Prospects to open their panel.
- Under About them, press Write who they are (or Edit if something is there).
- Write what your team knows: their role, what their company does, how you met. Facts, in your own words, up to 2,000 characters. Terry treats them as facts to lean on, never as instructions.
- Press Save.
Anyone on your team can write this, members and admins alike.
Let Terry research them
At the top of the person's panel, press Research, then Research them. Research under About them does the same. Terry decides what it can read for this person and explains each step in one sentence, including the steps it skipped and why:
- Their company's own website, when Terry has a website or a work email for them. This is company research, which is on by default; an admin can switch it off, and then only the person is read.
- Their own public pages, and the open web when your workspace has web search on (Settings, AI provider). Web search needs no key of your own.
- LinkedIn, when your workspace has the LinkedIn add-on and you have a LinkedIn account connected.
Then Terry gives its read on the person. Every fact Terry keeps has a source link to the page it came from. Press Research again later to refresh it.
To score again from what Terry already has, without reading any pages, choose Research, then Rescore only.
Terry's read and the fit score
After research, or when you press Score, Terry reads the person against who your agent sells to and gives:
| Part | What it tells you |
|---|---|
| Fit, 0 to 100 | How well they match who you sell to. The number also shows beside their name on Prospects. |
| Verdict | strong fit, possible fit, poor fit, not a person, or unknown. |
| Confidence | high, medium, low or none: how much Terry actually found to go on. |
| Suggested opener | A line to lead with in a first message. |
| Reasons and red flags | Why Terry scored them that way. |
Once a person has a read, Score becomes Rescore. If you write more about the person later, the button changes to Rescore (context changed). Press it to bring the read up to date.
Score many people at once
On Prospects, press Tools, then Score everyone. Tick Search their pages first to research before scoring, and press Score, followed by the number of people not yet scored. To score only some people, tick them in the list and press Score in the bar that appears.
Terry also scores newly imported lists on its own in the background, a few at a time. This is on by default, and an admin can switch it off. It stops when the month's AI credits or web search ceiling run out, and picks up again next month.
What it costs
Research and scoring use Terry's AI, so they use your workspace's AI credits. Scoring is about one AI call per person, two when Terry searches their pages first. Scoring also counts against your own monthly AI allowance, if your admin set one. When the workspace's credits for the month are used up, Research and Score say so and do not run: an admin can add credits under Billing, or they come back on the first of next month. See Credits and AI allowances.
Where Terry looks, and where it does not
Terry writes only from your own records and the person's public, professional pages. It does not use private life, and it ignores pages about a different person with the same name.
Related
In Classic
- About them is in the person's row when you open it on Prospects, and beside an open conversation in the Inbox. Research and Score are there too.
- To score many people, the score bar on the People tab offers Score everyone for people not yet scored, or This page only. Tick search their pages first to research before scoring.
- See The new dashboard to switch.