The catalog should make this distinction explicit so the LLM can select the right Prospector endpoint.

Step 0: Load User Context (Me)

Fetch the Me object to get the user's segments. When prospecting against Organization records (accounts already in CR), default to filtering within "My Segments" unless the user asks for a broader search.

Step 1: Gather Targeting Criteria

If criteria are already provided, proceed. Otherwise ask:

"What kind of accounts or contacts are you looking for? For example: company size, industry, job titles, signals like recent product activity or community engagement, geographic region, or specific intent signals like recent funding or job postings."

Use the Common Room object catalog to see available filters for each object type. The key distinction:

• ProspectorOrganization — firmographic and technographic filters only (industry, size, geography, funding, tech stack)
• Organization — all firmographic filters plus signal-based, score-based, segment-based, and CRM filters

Lookalike search: If the user asks to "find companies like [X]", first look up the reference company in Common Room (or via web search if not in CR). Extract its key attributes — industry, employee range, tech stack, funding stage, geography — and propose those as filter criteria. Present the derived criteria to the user for confirmation before running the search, since lookalike targeting works best when the user can refine which attributes matter most.

Step 2: Support Iterative Refinement

Prospecting is conversational. Support multi-turn refinement naturally:

1. Run initial query with provided criteria
2. If results are large (50+), summarize and offer: "I found [N] results. Want to narrow by [suggested filter]?"
3. If results are too few (< 5), suggest: "Only [N] results with those filters — I can broaden by relaxing [specific criterion]."
4. Apply each refinement as a follow-up query, not a new search from scratch

Example flow:

• Rep: "Find cybersecurity companies in California." → 500 results
• Rep: "Only show ones over 300 employees using AWS." → 47 results
• Rep: "Focus on the ones with recent hiring activity." → 12 results ✓

Step 3: Run the Query and Present Results

Execute the Prospector query with confirmed criteria. Sort by signal strength or fit score where available (not alphabetically).

For ProspectorOrganization (net-new) results:

| Company | Domain | Industry | Size | Capital Raised | Revenue | Location |

…

customer-research

围绕客户问题进行多来源调研与溯源，快速整理背景并支持准确回复。

account-research

快速调研公司或个人背景，产出可执行的销售情报与线索洞察。