Manage Custom Agents

  • Updated

Context

Custom agents allow you to specify criteria for the types of news articles and current events you want to see in Sales Intelligence. For the best results, it is recommended that you carefully select your criteria and then test and fine tune your selections.

Prerequisites/Preparation

Perform research to identify keywords to use for your custom agents and review the custom agent conditions available.

Steps

  1. In Sales Intelligence, click your profile and select Manage Agents.
    Profile Menu Agents.png
  2. At the top of the page, click Add a Custom Agent.
  3. In the tab that opens, do the following:
    • Enter a name for the custom agent.
      Tip: Select the checkbox next to the name to enable the agent.
    • Select Match Any or Match All to indicate if the agent should return results that match any of the criteria or only results that match all criteria.
    • In the Find section, specify the search criteria.
    • Select the Narrow Search checkbox to only include results when the company name is in the title or mentioned four or more times (recommended).
      Custom Agent Conditions.png
  4. (Optional) Click Test to review the results against your watchlists.
  5. Click Save.

Next Steps

While custom agents can provide more meaningful insights, they can also return unwanted results or noise. The Sales Intelligence content team regularly updates and refines the standard agents to provide only the most relevant results. It is recommended that you take a similar approach when creating custom agents. To ensure your custom agents provide the most relevant results, use the following methods for testing and tuning them.

  • Test custom agents - Click Test after you create or update a custom agent to test it against companies in one or more of your watchlists.
  • Build lists - After a new or updated custom agent finishes processing, you can use it as criteria when building a company or contact list. This allows you to test the agent across all companies in Sales Intelligence, not just the ones in your watchlist.
    Tip: This method provides much broader results than the previous method to test custom agents.
  • Review watchlist email alerts - Use watchlist email alerts to validate the effectiveness of your custom agents. If you notice too many irrelevant custom agent results in your email alerts, modify your criteria to narrow the results. If you don’t see any custom agent results in your email alerts, modify your criteria or add new ones to expand your results.

Custom Agent Conditions

Refer to the following table for more information about the criteria available when creating custom agents.

Condition Option When to Use This Option How the Option Works

Match 

Match Any

To expand results

For agents with multiple criteria, this option returns results when any of the selected criteria are met.

Match

Match All

To narrow results

For agents with multiple criteria, this option only returns results when all of the selected criteria are met.

Source

All Sources

To expand results

Returns results from both news and SEC filings.

Source

News

To narrow results and improve performance

Returns results from only news sources. Recommended option for sources unless specific information from SEC filings is required.

Source

SEC Filings

To narrow results

Returns results from only U.S. Securities and Exchange Commission (SEC) filings. Most useful when there is specific information within an SEC filing you want to monitor, like material events, executive changes, or legal investigations.

Target

Title & Body

To expand results

Search the title and body of the article for the keyword.

Target

Title

To narrow results

Search just the title of the article for the keyword. 

Target

Body

To expand results

Search just the body of the article for the keyword. Best used when keywords do not appear in the title of an article.

Condition

Contains All

To narrow results

Results must include all of the keywords entered.

Condition

Contains Any

To expand results

Results include any of the keywords entered.

Condition

Exact Phrase

To narrow results

Results must include all of the keywords entered.

Condition

Doesn’t Contain

To narrow results

Excludes results that contain keywords that are irrelevant to the search.  Should only be used when the “Match All” option is selected.

Narrow Search

On (selected)

To narrow results to those most relevant to the company

Searches for articles where the company name appears in the title or four (or more) times in the body of the article.

Narrow Search

Off

To expand results to find any mention of the company in the article

Searches for articles where the company name appears anywhere in the title or the body.

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