Product workflow

An assistant for complex account research and orchestration.

InsightSurface coordinates research from the page you are already viewing. It brings live evidence, connected knowledge, documents, screenshots, voice instructions, and AI research into one workspace.

✓ No manual database hopping✓ Page-aware research✓ Grounded account scoring
How it works

One workflow from context to decision.

Configure the research once, then run it against the account in front of you without building a list or leaving the page.

Open any company page

Start from a company website or LinkedIn page. InsightSurface keeps the account and visible page evidence in context.

Configure account fit

Define the signals that matter to your team, including technology, team shape, hiring activity, volume, geography, and other criteria.

Orchestrate the research

Combine the live page with connected systems, internal documents, screenshots, and AI-powered web research.

Review the qualification brief

See grounded signals, confidence indicators, an account summary, and a fit score in one place.

Research inputs

Bring every useful source into the same account context.

InsightSurface coordinates the research surface while keeping the account you are evaluating at the centre.

Live context

Websites and LinkedIn

Analyse the page in view and retain the visible company context throughout the workflow.

Internal context

Systems and documents

Connect the internal knowledge your team already uses to assess accounts.

External context

AI and web research

Direct connected AI tools to investigate questions that require information beyond the current page.

Visual context

Page screenshots

Capture the page in view and include it in the research context sent to connected AI workspaces.

Human context

Voice instructions

Use the built-in voice copilot to add notes and direct the next research step.

Configuration

Your account-fit criteria

Apply the same structured definition of fit consistently across every account.

Qualification output

A brief your team can inspect and act on.

The output is designed to make the qualification decision clear while keeping the supporting context close at hand.

Grounded signals

Bring the relevant evidence into one view instead of relying on an unexplained model answer.

Technology and integrations
Team composition and hiring
Operational and growth indicators

Account-fit assessment

Compare the evidence with your configured criteria and see the result as a concise qualification summary.

Fit score and confidence indicators
Reasons for and against fit
Questions that still need verification

Qualify the account in front of you.

Start with the free individual tier. Paid per-seat plans are available for teams.

Download for Mac