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An Ideal Customer Profile (ICP) captures who you sell to — industry, size, geography, and other traits. Discovery and qualification use your ICP to find and score companies.

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Create an ICP profile

  1. Go to ICP Profiles and choose New ICP Profile.
  2. Work through the wizard: describe your target companies, review the criteria, and name the profile.
  3. Choose Create ICP profile. The profile appears in your ICP Profiles list.
Describe your ideal customer in your own words, then choose Parse with AI to draft structured criteria from it, or Skip / enter manually to fill in the criteria yourself. Either way you can edit every criterion before you save.

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Generate a discovery brief

From an ICP profile you can choose Generate discovery brief to have AI draft a discovery brief: a plan for finding and qualifying candidate accounts. You review it before saving, and you can link it to a discovery job.
AI features need a model provider configured in Settings → Providers. An admin sets this up once for the workspace.

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Edit and refine

Open any ICP profile to edit it. Refining your ICP improves the relevance of the candidates that discovery surfaces.
Beta limitations. AI generation depends on your configured provider and is rate-limited during the beta. If a generation is slow or fails, retry after a moment.