YouEx.ai researches leads, contacts, and companies in the background — then leaves a ready-to-use brief with an executive summary and sources on the record.
From capture to context
Capture
Lead enters CRM
Research
Pipeline runs in background
Brief
Summary + sources ready
Act
Outreach with context
Why it matters
Generic outreach fails because reps open a lead with a name and an email — and nothing else. Research tabs get skipped. Tabs multiply. The first call still starts cold.
Automated Research closes that gap: capture → background research → brief on the record. Your team keeps selling while the pipeline builds context.
What you get
Every completed run leaves the same shape of output on the record — so reps know where to look.
Across the CRM
Inbound and captured prospects get a full brief — role, company context, sources, and an executive summary — ready before the first follow-up.
Same research engine on CRM contacts. Status, summary, sectioned report, sources, and refresh — so existing relationships get the same depth as new leads.
Account-level research in two phases: fundamentals (who they are) and sales intelligence (signals that matter for timing and positioning).
How it works
Step 1
When research is requested — automatically or on demand — the lead is marked pending and a job runs asynchronously so your team can keep working. Failures retry with backoff instead of disappearing.
Step 2
Ordered steps pull what matters: optional connected-mailbox signals, the employer website, web search, and target sites you configure (LinkedIn, YouTube, X, Medium, Substack by default).
Step 3
Results merge into a full research report, executive summary, source list, and completion timestamp — open the record and you’re ready to sell.
Workspace controls
Admins configure research per workspace — so depth and sources match how your team sells.
Turn the company-site crawl on or off, and tune timeout and page limits.
Enable or disable Google search as part of the research run.
Choose which domains to prioritize — or stick with the defaults.
When Gmail or Outlook read is allowed, research can include connected-mailbox signals — and skips providers that aren’t enabled.
Company research
Company research resolves the right entity first and evaluates source quality — and can return insufficient evidence instead of hallucinating when confidence is too low.
Industry, HQ, size, funding stage, products, ICP, business model, and key geographies — with entity resolution so lookalike companies don’t pollute the brief.
Hiring signals, tech stack, funding events, leadership changes, launches, competitors, market position, and recent news — timed for real outreach.
Enrichment
Enrichment runs when a LinkedIn URL is present, or when name plus company (or business email domain) is available. Personal inboxes like Gmail aren’t used for domain matching.
Existing primary fields stay put. New emails and phones fill gaps or land in additive fields. Social and profile metadata expand the record without overwriting what your team already validated.
Account expansion
Enter a job title, optionally exact-match, set a result limit, and find people at the company — with credit estimates before you confirm.
Select people, create contacts, and optionally queue enrichment. Research and enrichment can run in the background for the whole batch.
Relationship maps show contacts, reporting lines, and deal-role labels — champion, blocker, influencer — so enterprise deals move past the single-threaded lead.
In practice
A web lead arrives, research completes in the background, and the rep opens a ready brief with sources — then sends outreach grounded in real buyer context.
Run company research, search for VP IT and Procurement, create contacts with research queued, then use the buying committee map to cover the deal.
Enrichment adds alternate emails and phones without replacing a validated corporate address your team already trusts.
At a glance
FAQ
Research can start automatically when leads enter the workflow, or on demand from the record. Either way it runs in the background and returns a brief when complete.
Yes. Workspace admins can enable or disable employer website crawl, web search, and target-site steps — including which domains to prioritize.
No. Enrichment is conservative: it fills missing fields and stores extras in additive custom fields so validated CRM data stays intact.
Company research resolves the entity first and evaluates source quality. When confidence is too low, it can return insufficient evidence instead of inventing a profile.
Automate research across leads, contacts, and companies — then enrich safely and expand into the buying committee when the deal needs it.