# Getting Started with Account Intelligence

### Step 1 — Add accounts

After logging in, you land on the **All Accounts** page. This is the main list of every company your team is tracking, showing segment associations and Deep Intelligence status per row.

#### Three ways to add accounts

**Search by name or domain** Use the search bar to find a company by name or domain. Results are matched against Sprouts' global company database.

**CSV upload** Upload a CSV file with a list of companies. Recommended for importing existing account lists in bulk.

**Direct domain entry** Enter up to 10 domains at a time directly. Useful for quickly adding a handful of accounts.

> Every account must be assigned to at least one segment before it is saved. You will be prompted to assign a segment during the add flow.

***

### Step 2 — Create and manage segments

Segments are user-defined, team-shared lists for organising accounts by any criteria you choose — territory, industry, campaign, deal stage, etc.

#### Creating a segment

1. Go to the **Segments** tab on the Accounts page
2. Click **+ New Segment**
3. Give the segment a name and optional description
4. Save — the segment is now available to assign to accounts

#### Key things to know about segments

* One account can belong to multiple segments — there is no upper limit
* Segments are shared across your entire team, not personal lists
* Segments support sorting by latest updated, name, date created, and member count
* You can create signals in bulk for all accounts in a segment at once
* **Deleting a segment will delete any accounts that belong only to that segment** — accounts in other segments are unaffected. No warning is shown in v1.1, so check before deleting.

***

### Step 3 — Navigate to an account

Click any account row from the All Accounts list or from a Segment detail view to open the **Account Detail page** — the per-account intelligence workspace.

#### Entry points into Account Intelligence

| Entry point                         | Path                                                  |
| ----------------------------------- | ----------------------------------------------------- |
| All Accounts list                   | Click an account row                                  |
| Segment detail                      | Click an account row                                  |
| Discover (separate module)          | Add account from results → navigate to Account Detail |
| Salesforce iFrame (separate module) | Embedded Account Detail view within Salesforce        |

***

### Step 4 — Understand the Account Detail page

The Account Detail page has two main areas:

**Hero Banner** (top of the page) Displays an auto-generated background image, company tagline, short description, and a horizontally scrollable carousel of top whitespaces for this account.

**Tab bar** (below the banner)

> Overview | Opportunity | Whitespaces | Signals | Activity | Org Chart | Relationship Network | Workforce Analytics | Technographics | Competitors

Not all tabs are visible to everyone. Tab availability depends on:

* Whether **Deep Intelligence** is enabled for this account
* Whether a **CRM connector** is configured (required for the Opportunity tab)
* Whether an **email connector** is configured (required for the Activity section)

***

### Step 5 — Enable Deep Intelligence (optional)

For full AI-enriched intelligence, enable Deep Intelligence for an account using the toggle on the account row or on the Account Detail page.

First-time activation takes several minutes while AI data generation runs in the background. A progress indicator (10%, 20% … 100%) is shown during this process. Once complete, all DI-dependent tabs become accessible.

***

### Logging in

Account Intelligence supports two login methods:

* Email and password
* Google OAuth

Still have questions? Reach out at <support@sprouts.ai>


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