How the Score Is Calculated
After enrichment populates company, contact, and research data, a single LLM call evaluates the record against five insight categories. Each insight gets its own 1–100 sub-score and a 2–3 sentence reasoning paragraph. The synthesis output is the headlinefitScore plus the five insights.
The model is free to weight insights differently per record: a recently-funded mid-market manufacturer that fits firmographically will score high even with weaker competitive signals; a perfect firmographic match in a saturated market won’t.
Where the Inputs Come From
The synthesis call uses whatever enrichment has already landed on the row:- Company data: industry, employees, location, description, funding stage, total raised, founded year, tech stack
- Research findings: summary plus insights and source URLs collected during the research stage
- Contact data: primary contact title and department (for the decision-maker insight)
neutral verdict so the row still sorts predictably. Re-running enrichment (or refilling firmographic fields via per-column Fill) recomputes the score on the next pipeline pass.
Score-to-Grade-to-Heat Mapping
The 1–100 score maps to a grade (A / B / C / D) and a heat tier (Burning / Hot / Warm / Cold) on the same thresholds. The AI Score cell renders both side by side.
Grade and heat tier are stored as separate fields (
grade and heat) but always agree because they come from the same thresholds. Sorting by AI Score descending matches “highest grade / hottest first.”
What You See in the AI Score Cell
Each row in the Leads / Accounts table shows a compact cell with three visible elements:- Grade badge: a small filled box with the grade letter (A / B / C / D).
- Heat icon: a Lucide icon that reflects the tier:
- 🔥 Flame for Burning (score ≥ 80)
- 📈 TrendingUp for Hot (score ≥ 60)
- 🌡 Thermometer for Warm (score ≥ 40)
- ❄️ Snowflake for Cold (score < 40)
- Heat label: the word Burning / Hot / Warm / Cold next to the icon (hidden on compact density).
whyThisAccount) render as a single -- placeholder.
Clicking the Cell
Clicking the AI Score cell opens a popover with:- Header: the heat icon + label, with “Score: N/100” as the description.
- Score Breakdown: the five sub-scores rendered as labeled progress bars (Firmographic, Recent Activity, Pain Points, Decision-Maker Access, Competitive Landscape).
- Why this account: the LLM’s narrative on fit drivers.
- Why now: the timing signal narrative.
whyThisAccount, whyNow, or priorityAction.
Where the Score Surfaces
Re-Computing the Score
Three ways to refresh:- Re-enrich the row: runs the full pipeline; the synthesis pass is the final stage and recomputes everything
- Per-column Fill on any firmographic field (
industry,revenue,employees,segment,funding,founded): the next intelligence recompute picks up the new inputs - Per-column Fill on
whyThisAccount/whyNow/priorityAction: refreshes the three intelligence explanations without rerunning the full synthesis. Use this when only the narrative needs updating.
Enrichment never overwrites existing values. If a firmographic field is already set, you need to clear it (or use per-column Fill, which intentionally re-asks the provider) before the synthesis pass sees the new value.
Customizing What “Fit” Means
The synthesis prompt is generic. It interprets “fit” against the enriched data and the natural-language description in your org profile. Two practical levers:- Keep your org profile current. The “what we sell” and “who we sell to” fields anchor the firmographic insight. Vague profiles → noisy scores.
- Use audience segments (filter on
Grade = A,Heat = Burning, oraiScore > 79+ your custom criteria) to define operational ICPs. The AI Score is the universal baseline; segments are how you slice it per campaign.
Troubleshooting
Score is 50 and verdict is neutral with no reasoning
Score is 50 and verdict is neutral with no reasoning
Synthesis fell back because inputs were too thin or the LLM call errored. Re-run enrichment after company/contact data lands.
Score didn't update after I changed a firmographic field
Score didn't update after I changed a firmographic field
Enrichment never overwrites existing values, but per-column Fill does. Use Fill industry / Fill revenue etc. for that row, then let the pipeline recompute the intelligence pass. Or run Enrich again with the field cleared.
Two similar accounts have very different scores
Two similar accounts have very different scores
The five sub-scores explain the gap. Open the drawer’s Intelligence tab. The most common cause is the Recent Activity insight (one had recent funding/hiring signals, the other didn’t).
Next Steps
Lead Enrichment
What the pipeline populates before the score runs
Account Enrichment
Account-side enrichment + AI Score how-it-works
CRM Sync
Push AI Score to your CRM as a custom field
Intelligence
The Intelligence tab where the five sub-scores live