Getting Started with Account Intelligence

This guide walks you through setting up Account Intelligence from scratch — adding your first accounts, organising them into segments, and navigating to the per-account workspace.

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.

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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.

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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

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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)

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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.

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Logging in

Account Intelligence supports two login methods:

• Email and password

• Google OAuth

Still have questions? Reach out at [e-mail]