Agent-Based Discovery Chat lets you find talent by describing who you are looking for in plain language. The Discovery Agent searches Crelate’s database of up to 1 billion professional profiles and 20 million companies, then curates and ranks the best matches for your role. You can view and enrich the people and companies you find into your Crelate database as needed.
AI Agents are available on Business Plus and higher. Each Discover session uses AI Credits, as shown at the top of the Discover panel. To learn more, see Understanding AI Credits.
Enabling Discovery
A Crelate Administrator must turn on AI Agents before anyone can use Discovery.
Go to Settings | Basic Setup | AI Agents | AI Agents Settings.
Under Enable Crelate AI Agents and Assistants, select Enabled.
Complete the required fields in the Enable Your Agent section.
Of note: Fill out these fields as accurately as possible for your organization. The Discovery Agent can use this information when it needs more context to curate the best matches for you.
Once enabled, select Discovery in the navigation bar. If you do not see it, select All Areas at the bottom of the navigation bar, where you can also pin Discovery for easy access.
More Ways to Discover
You can also launch Discover directly from a Contact record, a Job Dashboard, or a Business Development Opportunity for fast, context-aware results.
Discovering “People Like This”
Select Discover... in the toolbar of a Contact record, and the Discovery Agent evaluates the Contact’s description, job title, characteristics, and more to find people with similar profiles. If you have ever wished you had “five more people like this,” now you can.
Discovery From the Job Dashboard
Looking for candidates to fill a specific role? Select Discover candidates for this opportunity in the Job Dashboard toolbar, and the Discovery Agent uses the Job’s details to find candidates that match your open position.
Discovery From a Business Development Opportunity Dashboard
You can also launch Discover from your Business Development Opportunity workflows by selecting Discover candidates for this opportunity in the Opportunity’s toolbar.
Using the Discovery Agent
On the People tab, describe the person you are looking for in the chat box, then select Go. Include details such as job title, industry, location, and years of experience. Use the Results menu to choose how many matches to show. With an AI Package, you can view up to 400 results.
A few tips for better results:
Exclude what you don’t want. Words such as “not” or “and not” before a skill or title leave it out of your search, for example, “a developer who knows Java but not .NET.”
Searching for a specific person. If you type a name while your search has criteria applied, the Discovery Agent asks whether to switch to a name search, which sets aside your other criteria, or keep your current search.
Start fresh. Select Start Over at the top of the page to clear your criteria and begin a new search.
For more tips, see Discovery Agent – Best Practices.
Discovery Criteria Filters
After your first chat, the Discovery Criteria section shows the criteria the Discovery Agent pulled from your description, such as Job Title, Skills, Management Level, Experience, Education, and Location. Under Add more search criteria, you can add options such as Name, Certifications, Recently Changed Jobs, Target Companies, Companies to Ignore, and Company Size.
From here, you can adjust your criteria directly, or chat with the Discovery Agent again to update the criteria and results automatically.
Looking for the best possible result?
The Discovery Agent works best when it has the most information. Make sure the Job’s Description field and Strategy tab are filled in, including target companies, so the Agent can target or avoid specific companies and surface relevant results.
The Discovery Agent also shows when people are Already in your Contacts. If a Contact or their current company has a “Do Not Use” status, they are filtered out of view by default. This can be turned off if desired.
People results also show phone and email icons next to a person’s name when contact information is available, so you can focus on the most actionable records first. Enrichment now works on more records than before, so more of your Contacts can be updated with a phone number or email address.
Adding to an Opportunity
Select Add on any result to add that person to a Job, Business Development, or Employment Search Opportunity.
To add several people at once, select the checkbox next to each person, then use Add to at the top of the results to choose the Opportunity. Select Clear to deselect them.
Selecting multiple records and viewing larger result sets are available for clients with an AI Package.
I
Adding to a List
To add a person to a List in Crelate, select the dropdown next to Add on their result. Under Add to Lists, choose Select Lists..., New List..., or one of My Recent Lists.
Discover My Data (Beta)
Beta. Available to select organizations. To request access, contact your Account Manager or Crelate Support.
Discover My Data lets you use the same plain-language prompts to search the Contacts already in your database. Turn on Search only my contacts on the People tab. For details, see Discover My Data (Beta).
What's Next?
Check out our Discover Agent Webinar or Learn more about Crelate's AI.