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AI Screening: Precisely Lock In High-Value Customers

This page is deprecated (kept for legacy users only)

AI Screening has been upgraded to AI Lead Scoring. See the new tutorial:

  • 🤖 AI Lead Scoring Guide — 4 entry points (AI Database / single-company insight / list hover / LinkedIn) + 6 dimensions in depth + 60+ batch save
  • 🔍 Company Domain Search — includes AI Lead Scoring entry from results
  • 🏢 Company Name Search — customs data + reverse-domain lookup + AI Lead Scoring

Summary: Say goodbye to blind search. By building a [Product Profile], use [AI Smart Scoring] to auto-filter useless leads and lock in [60+ high-value customers] — dramatically lifting acquisition efficiency.

1. Create Your Product Profile​

Background: This is the "baseline" AI uses to find customers. AI judges whether a customer matches based on what you fill in.

Two principles:

  1. One profile per product: One product = one profile. Create them separately.
  2. Big strokes, not nitpicks: Keep descriptions concise. Overly granular descriptions may filter out potential customers.

Tip: You can also skip this and create it when you run AI Screening.

Create Product Profile UI

2. Understand the Core Features and Screening Rules​

Feature overview

1. Lead Center: your customer management hub​

This is where all leads collect. Four modules:

  • a. Lead List: your private "customer pool". Customers from search + AI screening land here for unified management.
  • b. Outreach Tasks: task board. Shows results from company domain, company name, global search, precision buyers.
  • c. AI Scoring Tasks: quality-check center. All AI Lead Scoring tasks live here — open detailed scoring reports.
  • d. Lead Conversion: trophy room. Tracks the final customers saved from lists and tasks.

2. Tag management: the key to data sync​

⚠️ Note: For data to sync smoothly into the "Lead List", you must set tags.

  • Scenario ①: When creating a search task (company domain, global search, etc.), set the sync tag.
  • Scenario ②: All AI screening results — set a sync tag.

Set lead tag

3. AI Screening rule settings​

Before launching AI Screening, confirm these 5:

  1. Screening criteria: which product profile to match against?
  2. Scan range: Smart Scan or Full Scan.
  3. Exclusion rules: which cases to skip (save points). Exclusion rules
  4. Save leads: check Sync results to Lead List and pick tag + downstream action.
  5. Point estimate: the system estimates spend; final spend is whatever's actually executed. Point estimate

3. Create the Search Task and Run AI Screening​

Logic: First get data via search; then use AI to triage good vs. bad. Results land in different places depending on your search method — find yours below:

Type A: Outreach Tasks (Global Search / Company Search etc.)​

  • Applies to: company domain, company name, global search, precision buyers.
  • Result location: Lead Center → Outreach Tasks

Step 1: Create a search task Using Global Search Engine as an example: 🔗 Reference: Google search learning doc

Create a search task

For company domain / name / precision buyers, see: Other search methods

Step 2: Review results and run AI Screening

  1. When the task finishes, click Results to view the list. Click Results
  2. Check target customers, set screening criteria. Check customers to screen

Money-saving tip: Recommend manual filtering first to drop the obviously-off, then run AI Screening. 🔗 Reference: Manual filter setup

  • Applies to: LinkedIn channel outreach.
  • Result location: current view.

Recommendation: Use Advanced Mode. Flow: extract keywords → create filter → view → AI screening. 🔗 Reference: LinkedIn search doc (Advanced Mode)

  1. View filter: set view conditions to pool target customers locally. View filter UI
  2. AI Screening: select customers to screen in the view, set AI criteria, submit. AI screening setup

Type C: Google Maps Businesses​

  • Applies to: location-based business search.
  • Result location: Batch Search Tasks

Two approaches:

Approach ①: Find emails first, then AI screen​

  1. In the "Google Maps Data List", check customers, click Find Emails. Find Emails button
  2. Go to Batch Search Tasks, click Results. View batch task results
  3. Pick customers, submit for AI fit screening. Submit AI screening

Approach ②: Manually filter the view, then AI screen​

  1. In the "Google Maps Data" page, do a quick view-based filter.
  2. Check customers, click AI Screening at the top-right, set criteria, submit. Direct AI screening

4. Review Screening Results and Save Emails​

Background: After AI analysis, three entry points to review results and save high-value leads.

Entry A: Lead Center - Outreach Tasks​

  1. Click the Outreach Tasks tab → click Results on the corresponding task. Outreach task results entry
  2. Key step: Click AI Score at the top of the list, recommended 60+ filter. Filter 60+
  3. Check customers → click Save Contacts. Save contacts

Entry B: Lead Center - AI Analysis Tasks​

1. Filter and save Click the Scoring Tasks tab → click Results. Again recommend filtering AI score ≥ 60. Scoring task list

In the task detail, filter AI score ≥ 60 customers and batch save:

Filter high-score customers

2. View analysis report Click Report to see the customer-product fit distribution. View analysis report

3. View single customer detail In the result list, click View Detailed Report in the AI Insight column. Click View Detailed Report

The modal shows all scoring dimensions for this customer (industry fit / size / role / etc.):

View scoring dimensions The modal displays each scoring dimension. Scoring detail modal

Entry C: Lead Center - Lead List​

⚠️ Prereq: AI analysis results must have been set to "Sync to Lead List" to appear here.

  1. Un-synced customers stay in the task; synced ones appear in Lead List. Lead list UI
  2. Create views with filter conditions to manage them. Create view
  3. Pick filtered customers → click Save Contacts. Save contacts

Save settings tips​

In the save panel, you can set:

  • Save target: company / contact.
  • Tags: tag both companies and contacts.
  • Count limit: how many emails per company?
  • Job title: ⚠️ Don't pick a specific title — it may shrink the result dramatically.

Save settings UI

Next steps​

You've now mastered AI-powered precision acquisition. We recommend:

  • Create a Product Profile for one core product.
  • Run one Global Search task to feel the AI scoring accuracy.

4. Resources​

FAQ​

  • ❓ How are AI scoring points calculated?

    • Answer: Each customer scored consumes points. Smart Scan is fast and cheap, good for first-pass screening; Full Scan is deeper but costs more. Final spend is whatever's actually executed. See your 📚Quota Management for details.

  • ❓ Why are my AI scores generally low?

    • Answer: Usually a Product Profile issue. Check that your product description isn't overly complex or vague. A clear, concise profile is key to high scores. Initial search quality also affects final scores.

  • ❓ Smart Scan vs. Full Scan — how to choose?

    • Answer: Use Smart Scan for the first wide-net filter to surface potential matches. Then use Full Scan on high-scoring or particularly interesting customers for deeper analysis.

  • ❓ Do I need to manually save AI-screened customers?

    • Answer: Yes. AI Screening is just a scoring process — it does not auto-save customers. In Outreach Tasks, AI Scoring Tasks, or Lead List, manually check (e.g. filter >60) and Save Contacts.

Study tips​

  • 1️⃣ Optimize the Product Profile: This is the foundation of all AI screening. Spend the time to make a precise, focused Product Profile — it directly drives screening accuracy.
  • 2️⃣ Small-batch test: Before mass screening, test with a small batch (e.g. 20–50). This validates the Product Profile and lets you iterate before wasting points.
  • 3️⃣ Manual first, then AI: Before AI Screening, use the system's standard filters (region, industry) to drop obvious mismatches. AI then focuses on valuable targets.
  • 4️⃣ Analyze the score report: Don't just look at high-scorers. Review AI Insight reports to understand why some score high or low — invaluable for product profile and market strategy refinement.
  • 📚 AI Database: Learn the 4 search modes (domain search / AI inferral / refined search / find similar) to get bulk leads as raw material for AI Screening.
  • 📚 LinkedIn Customer Search: Combine LinkedIn search with AI Screening for precise B2B outreach.
  • 📚 Google Maps Business Screening: AI screening of Google Maps businesses — perfect for location-based businesses.
  • 📚 Tags and Views: Use tags and views to manage and follow up high-value customers screened by AI.

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