To get the most out of the Discovery Agent, provide as much relevant information as possible. The more context the Agent has, the better it can recommend the right candidates, target or avoid specific companies, and deliver highly relevant results. Giving the Agent complete information ensures a smoother, more effective Discover experience every time.

Best practices for discovering People and Companies with the Discovery Agent:

Include the key details. Follow the sample text in the prompt box as an example of the most effective context to include. Key points to include are Job Title, Industry, Location, and Experience.

Exclude what you don’t want. Use words such as “not” or “and not” before a skill or title to leave it out, for example, “a developer who knows Java but not .NET.” The Discovery Agent now follows your meaning instead of adding the excluded term to your search, which helps most when you use Boolean-style phrasing.

Refine by chatting. Chat with the Agent again to update the Discovery Criteria and narrow down the results to find the best candidates for your role.

Edit the Discovery Criteria directly. You can further customize your results in the Discovery Criteria section, where you can manually edit any of the available fields to match what you’re looking for.

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. To start a brand-new search, select Start Over.

Choose how many results to show. Use the Results menu to choose how many matches to display. With an AI Package, you can view up to 400 results.

When reviewing People results, you will notice visual indicators that highlight whether a record contains contact information before you open it. Phone and email icons appear directly next to the contact’s name, allowing you to quickly identify records with key details.

Why this matters:
These indicators help you prioritize the most actionable records, minimize unnecessary clicks, and streamline your outreach workflow, saving you time and improving efficiency.

Enrichment now works on more records than before, so more of your Contacts can be updated with a phone number or email address.

Select the checkbox next to each person you want, then use Add to at the top of the results to add them all at once, such as to a Job or a list. Select Clear to deselect them.

Selecting multiple records and viewing larger result sets are available for clients with an AI Package.

When searching for similar candidates, make the most of the Discovery Agent by selecting Discover... in the toolbar of a Contact Record. This allows the Agent to analyze the existing data, including a candidate’s description, job title, and key characteristics, to uncover others with comparable profiles.

This simple step saves time and increases precision by letting the AI work from real, verified candidate information rather than starting from scratch.

If you’ve ever caught yourself thinking, “I wish I had five more candidates like this one,” this is the shortcut you’ve been waiting for. With Discover, finding strong matches and filling even the toughest roles becomes faster and easier.

When you’re trying to fill a specific role, select Discover candidates for this opportunity in the Job Dashboard toolbar. This allows the Discovery Agent to find candidates that best match your open position.

For best results, make sure your Opportunity includes complete details for Job Title, Description, Target Companies, and Location.

Note: For simpler generation of Job Descriptions and Target Companies, you can also use Crelate Co-Pilot, available on Business Plus and higher.

The Context-Aware Discovery Tool goes beyond simple searches — it adapts to your team’s unique history, patterns, and behaviors within Crelate. By analyzing past searches, placements, and interactions, it delivers customized candidate recommendations that align with your team’s specific hiring trends.

Using this approach ensures that your searches are more targeted, your results are smarter, and your toughest roles get filled faster.

Just like you can launch Discover from a Job Dashboard, you can also use it directly within your Business Development Opportunity workflows.

You can also select Discover candidates for this opportunity in the Business Development Opportunity record to have the Discovery Agent evaluate the Opportunity’s details and surface relevant matches. This ensures you’re leveraging the same context-aware insights across all areas of your recruiting and business development processes.

Crelate gives you two ways to find talent, each built for a different job.

If you know the term you are looking for, use Search. If you want to find people you have not met yet, use Discover.

Beta. Available to select organizations. To request access, contact your Account Manager or Crelate Support.

Discover My Data brings the same plain-language prompts to the Contacts already in your database. On the People tab in Discover, turn on Search only my contacts, describe the person you are looking for, and Discover surfaces matching people your team has already sourced or added. For details, see Discover My Data (Beta).

The same best practices you use when searching for People can also be applied when searching for Companies.

From the Company page, you can also add People or connect them to a Business Development Opportunity right from the Insights tab in the Company record.

From Company Discovery, you can add a Company record to a Business Development Opportunity or save it to a List for future access.