Admin-controlled shared-content lock. An admin can lock the shared What You Sell, Who You Sell To, and Case Studies content so team members cannot edit it. The lock does not apply to Web Research. If you see a banner reading “Knowledge base edits have been locked. Contact your admin to make changes”, the locked shared fields are read-only for your account.
Web Research
The Web Research section defines the research question First Touch tries to answer about each prospect before generating outreach. It searches publicly available online sources (10-Ks, news, hiring trends, case studies, business models) — LinkedIn data is excluded. You can choose from a set of preset questions, or write your own:
To use a custom question, click the dropdown and select Add your custom question, then type your question. Custom Web Research questions must be at least 5 characters and can be up to 50 words.
The saved question supplies a default when no custom question is already saved for the selected Flow Enrollment. It does not overwrite an existing enrollment-specific question. The advanced multi-question Research Agent manages its own questions.
What You Sell
A description of the products or services you offer. The AI uses this to position your offering against each prospect’s context. This field is required and allows up to 800 words. Keep this concise and up to date. If your offering changes, update this field and subsequent AI generations will reflect it immediately.Example: “We provide an AI-driven logistics platform that helps e-commerce brands reduce shipping costs by 15% through predictive routing.”
Who You Sell To
Describe target personas, industries, or company types and relevant value-proposition context. This required field allows up to 800 words.Example: “Enterprise retailers and mid-market logistics providers with 50+ warehouse locations.”
Case Studies
Key proof points and short case studies. Add a few one-liners that the AI can reference when building credibility in a message. Case studies allow up to 800 words. Fields are user-level by default; Team sharing locks the three business-context fields while Web Research remains user-editable.Example: “Helped ACME Corp reduce churn by 20% by streamlining their onboarding process.”