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ProspectingResearch Hub

Research

Predylo’s Research tools help you investigate companies and people before adding them to the pipeline. Search from the Dashboard Research hub or the dedicated Research page, review AI-synthesized intel, find decision-makers, bookmark results, and create leads without leaving the app.

What it is

Research in Predylo has three layers:

  1. Research hub (Dashboard) — quick company/person search that opens full results on /research. Visible on the Dashboard when your plan includes the research_agent feature.
  2. Research workspace (/research) — full search UI with company and person modes, data sources, people finder, bookmarks, and add-to-leads flow.
  3. Research agent — an AI agent (Growth plan) that uses web search and website crawl tools for deeper, agentic research. It powers campaign Claude research runs on the campaign detail page and enriches bulk lead sourcing; it requires a Serper API key in Settings → Integrations.

Who uses it

RoleTypical use
RepPre-call research, find email/LinkedIn before outreach
Admin / OwnerValidate ICP fit, run campaign research jobs

Research hub (Dashboard)

When enabled for your org:

  1. Open Dashboard.
  2. Find the Research card with Company / Person toggle.
  3. Enter a name and press Research (or Enter).
  4. Predylo navigates to /research with your query pre-filled and runs the search.

Recent Saved Research bookmarks also appear as quick-load chips on the hub.

On /research, switch to Company mode.

Data sources (company mode)

SourceBehavior
AutoTries Apollo first, falls back to web search
ApolloStructured company data from your Apollo integration
Web SearchSerper-powered overview, news, hiring, and funding signals + AI synthesis

Click Research to run. Results include:

  • Company description, website, industry, size estimate
  • Hiring and growth signals
  • Recent news
  • ICP fit reasoning and outreach score recommendation
  • Find People — search decision-makers at the company (Apollo → Redrob → Serper fallback, using your default ICP titles)

Save and refresh

  • Save — bookmark the result for later (Bookmarks).
  • Refresh — re-run live search when viewing cached bookmark data.

Switch to Person mode and enter a full name.

  1. Predylo finds candidate matches (LinkedIn and web results, AI-ranked).
  2. Select the correct person.
  3. Predylo deep-researches their role and runs company intel on their current organization.

You can save candidates or the selected profile as a bookmark.

Find People at a company

After a company search:

  1. Click Find People in the company results panel.
  2. Predylo searches Apollo (if configured), then Redrob, then web — scoped to your default ICP titles and geography.
  3. Review contacts with title, email, phone, LinkedIn, and seniority.
  4. Add lead opens a draft form pre-filled with contact details.

Add a lead from research

From company people results or person research:

  1. Click Add lead (or add manually).
  2. Confirm name, email, company, title, phone, LinkedIn.
  3. Submit — the lead enters your org’s pipeline as a manual/research-sourced lead.

Duplicate emails within the org are handled by your existing lead rules.

Research agent (AI)

On plans with research_agent:

  • The agent iterates with web_search and crawl_website tools (Serper + site crawler).
  • It returns synthesized answers with source URLs and tool usage metadata.
  • Campaign Claude research runs (on the campaign detail page) use this agent to discover and propose ICP-matching leads at scale, optionally using Apollo and Redrob paid tools first.

Configure Serper API key (and optionally Apollo, Redrob) under Settings → Integrations before running web or agent research.

Step-by-step: research a company before outreach

  1. Dashboard → Research → enter company name → Company mode.
  2. Review intel, news, and ICP fit score.
  3. Click Find People → pick a decision-maker.
  4. Add lead or bookmark for later.
  5. Open the new lead, assign ownership, and run the pipeline.

Step-by-step: verify the right person

  1. /research → Person → enter name.
  2. Review the candidate list — check title, company, LinkedIn snippet.
  3. Select the correct row.
  4. Read person summary + company intel.
  5. Save bookmark if you will outreach later.

Tips

  • Configure integrations first — web search requires Serper; Apollo improves company and people hit rate.
  • Use Auto for speed — switch to Web Search when Apollo has no match.
  • Bookmarks avoid repeat API cost — load saved research instantly; refresh when signals may have changed.
  • Person search is two-step — always confirm the right candidate before deep research.
  • Research agent runs live on campaigns — for bulk sourcing, use Claude research on the campaign page rather than one-off searches.
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