> ## Documentation Index
> Fetch the complete documentation index at: https://dev.jolts.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# How to research accounts you already know

> Check an inbound or CRM shortlist against the existing evidence dataset.

You already have company domains from inbound leads or your CRM. Before spending time on each
account, ask Jolts what supported activity is already known. This is a dataset lookup, not a new
web investigation or a contact-enrichment service.

## Before you start

[Connect your assistant](/mcp-overview) and have an active subscription. Prepare up to twenty
company domains or Jolts company IDs. Never include personal email addresses or CRM secrets.

## 1. Ask for a research brief

> Look up these company domains in Jolts. For every domain, tell me whether it was found, missing,
> or ambiguous. For matches, summarize the available evidence and dates. Explain what it might mean
> for our warehouse automation product. Do not infer headcount, revenue, buying intent, or contacts
> that the data doesn't contain.

## 2. Look up the targets

Call [get\_companies](/tools/get-companies). Replace these fictional domains with your own targets:

```json theme={null}
{
  "domains": ["northstar.example.test", "orbit.example.test"],
  "request_key": "inbound-account-review-1"
}
```

Read both `companies` and `lookups`. The latter accounts for each normalized, distinct input.
Do not silently discard missing or ambiguous targets. Multiple companies sharing a domain require
review; Jolts will not choose one arbitrarily.

## 3. Decide the next action

* **Found:** check the sources and whether the activity is relevant to your offer.
* **Not found:** label the account “not covered”; use another research method if needed.
* **Ambiguous:** resolve the company identity before making a sales decision.
* **Unavailable on replay:** earlier evidence is no longer eligible; do not restore it from a cache.

Keep the research brief separate from any outreach draft. Jolts does not send messages, identify
decision makers, or update your CRM. Your assistant may help with those tasks through other tools,
but that is not a Jolts capability.

## Verify and troubleshoot

Expect at most three current observations per returned company, not a complete company profile.
The lookup does not refresh missing or stale data through providers. A completed lookup consumes
one request unit and one company unit per distinct returned company. See [usage and retries](/workflows).

For new-company discovery, use [an evidence search](/use-cases/find-active-demand), not repeated
lookups of guessed domains.