Context
Custom agents allow you to specify criteria for the types of news articles and current events you want to see in Demandbase One for Sales (formerly 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
-
- To access the Manage Agents page, do one of the following:
- In the Demandbase One for Sales web app, go to
Settings > Manage Agents in the left navigation bar.
- In the Demandbase One for Sales iFrame or browser extension, click the three lines at the top right and select Manage Agents.
- In the Demandbase One for Sales web app, go to
- To access the Manage Agents page, do one of the following:
- At the top of the page, click Add a Custom Agent.
- 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).
- Enter a name for the custom agent.
- (Optional) Click Test to review the results against your watchlists.
- Click Save.
Next Steps
While custom agents can provide more meaningful insights, they can also return unwanted results or noise. The Demandbase One for Sales 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 Demandbase One for Sales, 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. |