Research & tools

Give the agent the context it needs

A relevant message starts with useful context. Choose the research and workspace tools available to an agent, then inspect what it used in the prospect thread.

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Research & tools

From a record to a researched draft

Use the prospect and company information already in the workspace.

What the agent knows

Alex Morgan · Northstar Supplies

Alex manages supplier relationships. Northstar coordinates suppliers across regional sites, making supplier review preparation relevant to this introduction.

LinkedIn profile Company website CRM

Illustrative product view · Example data

LinkedIn research

Profile, company, post and job information can inform outreach.

Web research

Search, scrape and crawl tools gather information from public pages.

Workspace work

Record lookup and task creation connect research to the next action.

In your workflow

Choose capabilities

Enable the tools relevant to a campaign. Review tool calls and their returned information in the thread. A research result does not replace your draft review.

Prospect threads

Alex Morgan

Northstar Supplies

Needs approval

Jordan Chen

Cedar Logistics

Researching

Morgan Lee

Juniper Group

Waiting

Illustrative product view · Example data

Getting started

  1. 01

    Start with the record

    Use the prospect and company information already in the workspace.

  2. 02

    Check external context

    Research LinkedIn profiles and companies, company websites and search results with the available tools.

  3. 03

    Keep the useful findings

    Inspect tool results alongside the conversation so you can see where the context came from.

  4. 04

    Act within the setup

    Let the agent draft, create a task or wait for a reply using its configured capabilities.

Keep exploring

See how it fits your work

Walk through your records, mailboxes and approval process with the Lineer team.

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