Prospect Intelligence helps you decide which organisations to approach and why. It collects signals: evidence-backed facts about an organisation, such as a change or an announcement, that your team checks before they affect your CRM. It scores each organisation. With CRM AI, it can also research organisations, suggest decision-makers and opportunity hypotheses, and prepare outreach drafts for a person to review. Prospect Intelligence never sends messages or contacts anyone by itself. ## Before you start - Your subscription's package must include Prospect Intelligence. See [Package and add-ons](/account-and-access/package-and-add-ons). - AI research, hypotheses and workflow runs need CRM AI. Without it you can still add and review signals by hand, and you'll see **AI features are unavailable** with a **View features and add-ons** link. - You need permission to view signals. Adding signals, creating tasks, starting workflow runs and recording review outcomes each need their own permission. See [Users, teams, groups and permissions](/account-and-access/users-teams-groups-and-permissions). ## Find Prospect Intelligence Go to **Grow → Signal → Prospect Intelligence**. This opens the **Signal inbox**. The buttons at the top switch between **Signal inbox**, **Workflow runs** and **Configuration**. If your package sets limits, the inbox also shows **Monitored Organisations** and **Monitoring Frequency**. ## Review a signal The **Signal inbox** lists signals with their organisation, summary and status. Select a signal to open it. The page shows the summary, the **Claim type**, **Confidence** and **Score**, and an **Evidence** panel with links to the sources. **Advanced record details** shows the full record. Choose what to do with the signal: - **Verify**: confirm the signal is accurate. - **Dismiss**: reject it. You must enter a **Reason**. - **Monitor**: keep watching it without acting yet. - **Create task**: raise a follow-up for your team. Choose a **Channel** (such as Email, Call or LinkedIn), and optionally a **Campaign** and a **Message or asset reference**, then select **Create task**. The task starts as Awaiting Approval, and nothing is sent: a person takes the step once it is approved. You can't create a task from a dismissed signal. - **Run research** or **Generate hypothesis**: with CRM AI, start an AI job about the signal. You're taken to a page that shows the job's status and, when it finishes, its output. ## Add a signal by hand 1. In the **Signal inbox**, select **New**. You only see this button if you can create signals. 2. Under **Details**, choose the **Organisation** and **Signal type**, and enter a **Title**. Optionally add a **Description** and an **Effective date**. 3. Under **Evidence**, enter the **Source URL** and a **Source excerpt**, so reviewers can check the claim. Optionally add the **Source name** and **Published date**. 4. Select **Save**. The signal is added to the inbox for review. ## See an organisation's intelligence Open an organisation from **Grow → Signal → Organisations** and go to its **Intelligence** tab. It shows the organisation's **Score** (marked **High priority** when it is high), **Confidence** if you have CRM AI, and **Status**, followed by **Latest signals**. From here you can: - Select **View intelligence details** to open the full **Organisation Intelligence** page. With CRM AI, this also lists **Decision-makers** and **Opportunity hypotheses**. - Select **View organisation signals** to see the inbox filtered to this organisation. - Select **Refresh Score** to recalculate the score, if you have permission. - Select **Run AI research** or **Generate hypothesis** to start an AI job, if you have CRM AI. See [Organisations and contacts](/grow/organisations-and-contacts). ## Run a prospect workflow A workflow run takes a set of organisations through research, qualification, decision-maker inference and an opportunity hypothesis, then prepares an outreach draft for a person to review. 1. In Prospect Intelligence, select **Workflow runs**. 2. Under **Start a workflow run**, choose a **Target / ICP profile**. 3. Under **Candidate accounts**, enter the **CRM organisation ID**, a **Source type** and a **Discovery reason** for each organisation. The organisation ID is the number at the end of the address when you open the organisation. Select **Add candidate** for each extra organisation. 4. Select **Start run**. The run opens. If you can't start runs, you'll see **You do not have permission to start workflow runs.** ## Review a workflow run The run page shows a **Stage timeline and funnel**, a **Candidates** table you can filter by **Stage** and **Outcome**, and **Run events**. Select a candidate to open **Stage inspection**, which shows each stage's results: research, signals, risks, inferred decision-makers, the opportunity hypothesis and the evidence behind them. When a candidate's outreach draft is ready for review, check the draft and choose: - **Accept**: accept the draft as it is. - **Edit and accept**: change the **Subject** and **Draft body**, then select **Save edit and accept**. - **Reject** or **Defer**: you must give a reason. - **Convert to CRM task**: turn it into a task. The reason you enter becomes the task's title. Accepting a draft doesn't send it. Your team sends any message themselves. If some work failed, select **Retry failed work**, or **Retry this stage** for a single stage. Select **Cancel run** to stop queued work. Completed evidence and results stay available. The **Workflow runs** page also lists earlier runs and shows **Decision-quality analytics**. Narrow them with **From**, **To**, **Profile**, **Source**, **Run** and **Outcome**, then select **Apply**. ## Configuration Select **Configuration** to see the **Profiles**, **Signal types**, **Watchlists** and **Sources** set up for your subscription. These lists are read-only in Portal. If you need a new profile, signal type or source, raise a ticket. See [Raising and following tickets](/strengthen/tickets).