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Contact Page

Updated over 3 months ago

Overview

What is the Contact Page?

The Contact Page is the detailed profile for each contact. It shows all info about the person, including company, title, email, phone, LinkedIn, DISC profile, LinkedIn insights, digital twin, and more.

It brings together:

  • Overview: Basic info and summary

  • Company: The account the contact belongs to

  • Plays: Outreach plays generated for the contact

  • DISC Profile: Do's and don'ts, suggested tone of voice

  • LinkedIn Insights: Career path, unique facts, experience

  • Digital Twin: Chat with the digital clone of the prospect

  • Roleplays: Practice calls or meetings with the digital twin

  • Agent Tasks: All agentic tasks related to the contact

  • Scheduled Workflows: Any workflows scheduled for the contact

When should I use it?

  • To use plays that were generated for the contact

  • Before reaching out to a prospect

  • To review DISC profile and LinkedIn insights for personalization

  • To launch agentic actions or workflows for a specific contact

Learn more about each tab inside the Contact page

1. Overview Tab

Contact Details

  • See contact details (email, phone, job title, company).

  • Check the source and validity of email/phone (safe to send, accept all, invalid).

  • If needed, click the button to find another email or phone number.

Persona mapping

  • View company information, ecosystem, vertical, and persona type (decision maker, influencer, champion).

Plays

  • See personalized plays (cold email, cold call, discovery meeting) generated for this contact.

  • Learn more about Plays.

2. DISC Profile Tab

DISC is a personality profiling tool that helps you understand how to communicate with each prospect. Evergrowth agents generate a DISC profile for each contact, including do's and don'ts and suggested tone of voice.

Learn more about DISC Profile.

  • Review do’s and dont’s for approaching this persona.

  • Understand suggested tone of voice and communication style.

3. LinkedIn Insights Tab

LinkedIn Insights in Evergrowth are AI-generated summaries and actionable highlights about your target contacts, based on their public LinkedIn profiles. These insights help salespeople quickly understand a prospect’s background, career path, and unique traits, so you can personalize your outreach and have more relevant conversations.

The overall structure follows a layered profile analysis framework:

  1. Unique Profile Insights → Standout characteristics for personalization.

  2. Current Position Insights → Present-day role, scope, and achievements.

  3. Position History Insights → Career trajectory and accumulated expertise.

  4. Last Recommendations Insights → Third-party validation (if available).

  5. About (Summary) → Personal narrative, values, and motivations.

If the LinkedIn profile has no info or very little, the agent is smart enough to output:

  • “The description of the …. are too generic to share any meaningful insights” - basically means what it says. There’s not enough useful context to draw meaningful insights. Saves you time instead of you reading a profile that is weak.

  • “N/A” - not applicable - means that there is no information at all.

4. Digital Twin Tab

The Digital Twin is an AI-powered digital clone of your prospect, built from all available research, DISC profile, and LinkedIn insights. You can chat with it.

  • Start a chat with the digital twin of the prospect.

  • Use commands like “help me prepare for a meeting with you” or “help me write a cold email to you.”

  • Ask follow-up questions or share your outreach ideas for feedback.

5. Roleplay Tab

Roleplay is ideal for practicing calls, demos, or objection handling in a risk-free environment. Choose the evaluation template that matches your sales methodology.

Learn more about Roleplays here.

  • Create a new roleplay session to practice a call or meeting scenario.

  • Define the session name and scenario (e.g., “First demo call with Jason”).

  • Tune the personality traits, emotional state, communication style, and decision-making process.

  • Select an evaluation template (e.g., Challenger, Spin, Value Selling).

  • Practice the conversation and receive feedback from the AI coach.

6. Persona Card Tab

Persona Cards are extensive and mainly used as AI input, but can be helpful for understanding frustrations or value props.

This is mostly used by AI agents in Digital Twin chats, Roleplays, and Plays generation. However, you can take a look at Persona Card tab to read about the persona’s responsibilities, KPIs, frustrations, objections, and buyer journey.

  • Read about the prospect's:

    • Responsibilities

    • KPIs

    • Frustrations

    • Value Propositions

    • Objections/Concerns

    • Objection Addressing

    • Buyer Journey Info

    • Buyer Journey Use Cases

    • Gain Information From

7. Task Feed Tab

See a history log of all agents or workflows launched for this contact.

8. Scheduled Tab

View which workflows are scheduled to run for this contact.

9. 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 contacts (advanced use case).

FAQ

What information can I find on the Contacts Page?

You can find contact details (email, phone, job title, company), qualification status, persona mapping, DISC personality profile, LinkedIn insights, digital twin chat, roleplay practice, persona card, task feed, scheduled workflows, and additional data points.

How do I know if an email is valid?

On the Overview tab, you will see the source and status of the email (safe to send, accept all, invalid). You can also click to find alternative contact details if needed.

What is the DISC profile?

A personality profile based on publicly available data about the prospect, with communication tips, do's and do n'ts, and a suggested tone of voice.

What are LinkedIn insights?

Instead of you going on LinkedIn profile of a prospect, our agents do that to provide you with summaries of the contact's career path, unique facts, and experience, extracted by agents. LinkedIn Insights are AI-generated summaries and actionable highlights about your contact, pulled from their public LinkedIn profiles. They help you quickly understand a prospect’s background, experience for more effective outreach.

What if LinkedIn profile of the prospect is quite empty (weak profile)?

In that case you’ll see “N/A” under the insights sections. The system is smart enough to understand that there’s not much to do if the prospect’s profile is weak. It saves you time instead of you going on LinkedIn and seeing a profile w/o relevant info for you.

What is the Digital Twin tab and how should I use it?

The Digital Twin tab lets you chat with an AI-powered cdigital lone of your prospect, using all available research and persona data. Use it to prepare for meetings, generate outreach ideas, or practice objection handling. It is best for deep, one-on-one preparation.

What is the difference between Play Generation and Digital Twin?

Play Generation creates personalized outreach plays in bulk for multiple contacts, making it efficient for campaigns. Digital Twin is for one-on-one, interactive preparation and idea generation, which can take more time but offers deeper insights.

How do I practice sales calls with the Roleplay feature?

Go to the Roleplay tab, create a session, set the scenario and personality, choose an evaluation template, and start the conversation. The AI will simulate the prospect and provide feedback based on your performance.

What is the Persona Card tab for?

The Persona Card tab gives you detailed context about the persona’s responsibilities, KPIs, frustrations, objections, and buyer journey. Use it to understand how to approach, engage, and handle objections for this type of prospect.

Additional Notes & Tips

  • For most outreach and preparation, start with the Overview, DISC Profile, and LinkedIn Insights tabs. Use Digital Twin and Roleplay for advanced preparation or skill development. Persona Cards are a great resource for understanding the broader context of your prospect’s role.

  • Digital Twin is best for deep preparation or when you want to brainstorm new approaches. Always ask follow-up questions for richer insights.

  • Task Feed and Schedule tabs help you track what actions have been taken or are planned for each contact.

  • You can assign an owner to a contact or mark them as Do Not Touch directly from the Contact Page.

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