Overview
What is the Account Page?
The Account Page in Evergrowth is your central place for everything related to a specific company or account you are working on.
It brings together:
Overview of the business model and key information about the company
Contacts that are related to the account
Agent research about the account
Account plannings based on all the research and insights
Task feed of agentic actions
Scheduled workflows for this account
Data points that were manually added (advanced use cases)
When should I use it?
If you want to prepare for a meeting, use the Overview and Account Planning tabs to get a quick but comprehensive understanding of the company, their business model, and current challenges.
To find the right person to contact use the Contact Finder agent to find contacts & view them under Contacts tab.
If you want to see why an account was qualified and what research was done, check the Agent Research tab for detailed reasoning & found information.
Learn more about each tab inside the Account page
1. Overview Tab
Company information
See basic company information: ecosystem, vertical (from Agent Training Center), website, LinkedIn profile, owner.
Business model
Review the business model description: a clear, in-depth summary of what the company does, its products, target audience, and verticals/personas it targets.
It typically covers:
Core focus → what kind of business they are in
Approach/positioning → how they deliver value
Value proposition → what clients gain from engaging them
Revenue model → how the business makes money
Channels → how they reach and engage customers
Cost drivers → the key resources and expenses that sustain delivery
Key activities → the essential operations they perform
Partnerships → external collaborators/vendors
Strategic positioning → how they differentiate in the market
Core Capabilities
This section highlights the company’s competencies — the specialized skills, expertise, or services that form the backbone of execution.
It answers: What can they uniquely do well?
Target Outcomes
This section explains the benefits and results clients should expect.
It transitions from capabilities to outcomes, answering: What impact does the work create for clients?
Product Offering
This section translates the above into packaged solutions or services.
It makes the capabilities and outcomes concrete by describing what the company sells.
Target Audience
This section defines who the company serves.
It breaks down into three dimensions:
Customer type (B2B vs B2C)
Verticals (industries served)
Personas (job roles / decision makers targeted)
2. Contacts Tab
View a list of all contacts related to the account.
See contact details: name, title, email, phone.
Open a contact profile for deeper information.
Use contact agents to:
Generate plays for selected contacts.
Find emails or other contact info.
Launch workflows for selected contacts.
3. Agent Research Tab
Access all research done by agents for this account.
See information from Qualification Agents and Research Agents.
Each research item includes:
Information found
Date stamp (when last checked).
Reasoning (why the agent made certain decisions or surfaced specific info).
4. Account Planning Tab
Account Planning in Evergrowth is the process of building a detailed strategy for engaging a target account. The Account Plan includes research insights, buying signals, PoVs, all generated and updated by AI agents.
Review or generate a key account plan, especially for strategic accounts.
The account plan includes:
Account overview (brief summary, key facts like employee count, products).
Business goals and challenges (based on research).
Signals (relevant company events and how to use them in outreach).
Point of view (your perspective on their challenges, cost of inaction, and why now).
Why use your solution (proven results, alignment, relevant solutions, expected outcomes).
Note: Account plans are customizable.
5. Task Feed Tab
See a history log of all agents or workf lows launched for this account.
6. Scheduled Tab
View which workflows are scheduled to run for this account.
7. Data Points Tab
Advanced use case.
Add custom data points manually (e.g., third-party or niche data not available online).
Upload data points when importing a list of accounts (advanced use case).
FAQ
Can I edit account details?
Yes, you can edit the name and domain of an account from the Account Page.
What info can I see on the Account Page?
You can see overview, related contacts, agent research, account plans, agent tasks, scheduled workflows, and additional data.
Can I launch workflows from the Account Page?
Yes, you can launch agents or workflows directly from the Account Page.
What information can I find on the Account Page?
You can find company details, business model descriptions, contact lists, research and qualification data, account plans, task history, scheduled actions, and custom data points.
How do I update account information or the owner?
Use the settings menu on the right side of the Account Page to edit the account name or owner.
What is the purpose of the Agent Research tab?
The Agent Research tab shows all research and qualification data collected by agents, including when it was last updated and the reasoning behind each finding.
How do I add custom data points to an account?
Go to the Data Points tab and click the plus button to add data manually. You can also upload data points when importing accounts.
Can I customize account plans?
Yes, account plans are customizable.
Additional Notes & Tips
Editing is only available one account at a time, not in bulk.
Use the Account Page to get a complete picture before outreach or planning.
Salespeople typically use the Overview, Contacts, Account Planning, and sometimes Agent Research tabs most frequently.
The Data Points tab is for advanced users who want to add proprietary or third-party data not available online.