Workflow
List Builder
Sourcing target accounts with three modes: AI discovery, URL extraction, and official APIs.
Three sourcing modes
- AI discovery — describe industry / region / size; the AI returns ranked candidates.
- From URL — paste a list URL; the system extracts and structures the entries.
- Official API — Japan's corporate-ID API and gBizINFO are wired in for Japanese deployments.
Inputs
- Industry chips (multi-select).
- Region chips (city / prefecture / country).
- Headcount band (1–10, 11–50, 51–200, 201–1000, 1000+).
- Keyword tags (free-form).
Dedup and exclusions
Every candidate is checked against the contact history and the exclusion rules. Color coding shows new / needs review / duplicate. Excluded accounts never reappear in future runs.
Saving the run
Save a run to reuse the criteria later. "Re-run" refreshes results against the same filters.