Session Reports
Review results and insights from completed AI Prospecting sessions.
Report Sections
Executive Summary
2-3 sentence overview:
- Total leads found vs target
- Quality distribution
- Key recommendation
Statistics
| Metric | Description |
|---|---|
| Leads Found | Total vs target |
| Companies Evaluated | Total considered |
| Contacts Found | Decision makers identified |
| Websites Researched | Tavily lookups made |
| Duplicates Skipped | Previously captured |
| Session Duration | Total time elapsed |
Quality Breakdown
Distribution of lead scores:
- Excellent (18-20): Count and %
- Good (16-17): Count and %
- Acceptable (14-15): Count and %
Top Company Picks
3-5 best companies with:
- Company name and industry
- Employee count
- Number of leads found
- AI explanation of why recommended
Key Insights
2-4 patterns discovered:
- Common characteristics of qualified companies
- Industries that performed well
- Recommendations for future searches
Accessing Reports
Current Session
Report tab appears when session completes.
Historical Sessions
- Go to AI Prospecting page
- Click on session in history table
- View full session details and report
Session History Table
| Column | Information |
|---|---|
| Campaign | Target profile used |
| Status | Running, Completed, etc. |
| Leads | Count found / target |
| Created By | Who started session |
| Created At | Session timestamp |
Using Reports
Evaluate ICP Effectiveness
- Low quality scores → ICP too broad
- Many duplicates → ICP overlaps previous sessions
- Exhausted early → ICP too narrow
Plan Next Session
- Use insights to refine ICP
- Target recommended industries
- Adjust target count based on results
Share with Team
- Export report data
- Reference in team meetings
- Document what worked
Archiving Sessions
Old sessions can be archived:
- Click three-dot menu
- Select Archive
- Session hidden from default list
Archived sessions can still be accessed via filter.