prospect

Prospecting

Build targeted account and contact lists using Common Room's Prospector. Supports iterative refinement through natural conversation, intent-based discovery, and both net-new prospecting and signal-based queries against existing accounts.

Critical Distinction: Two Object Types

Common Room's Prospector operates against two fundamentally different object types. Always clarify which one is in play before running a query:

ProspectorOrganization — Companies not yet in Common Room

• Net-new companies that match specified criteria
• Available fields are firmographic only: name, domain, size, industry, capital raised, annual revenue, location
• Fewer filter options — no signal-based filters, no scores, no activity history
• Use when: building a brand-new target list, territory planning, top-of-funnel expansion

Organization (in Common Room) — Companies already in your CR workspace

• Full signal data available: product usage, community activity, CRM fields, scores, custom fields
• Much richer filter set — includes signal-based, score-based, segment-based, and firmographic filters
• Use when: finding warm accounts to prioritize, identifying expansion candidates, surfacing intent signals within existing pipeline

When a user's request could apply to both (e.g., "Show companies hiring AI engineers this month"), clarify:

"Are you looking for net-new companies not yet in Common Room, or filtering accounts already in your workspace?"

The catalog should make this distinction explicit so the LLM can select the right Prospector endpoint.

Step 0: Load User Context (Me)

Fetch the Me object to get the user's segments. When prospecting against Organization records (accounts already in CR), default to filtering within "My Segments" unless the user asks for a broader search.

Step 1: Gather Targeting Criteria

If criteria are already provided, proceed. Otherwise ask:

"What kind of accounts or contacts are you looking for? For example: company size, industry, job titles, signals like recent product activity or community engagement, geographic region, or specific intent signals like recent funding or job postings."