Run Actions on Contacts and Companies

The Run Action button on contact and company detail pages lets you execute any AI skill against a single record. The AI receives the full record data as context, so outputs are specific to that person or company — no copy-paste required.

How It Works

1. Open any contact or company detail page
2. Click the lightning bolt icon in the page header
3. Search or scroll to select an action
4. The action runs with this record’s data automatically injected as context
5. Results appear in a panel — you can copy or close when done

The panel stays open while the action runs and shows a completion time when finished.

What Actions Are Available

The dropdown shows all enabled AI actions configured for your organization. These are the same actions available in the AI Agents section.

Actions that appear here:

Type	Description	Example
Research	Summarize company news, find trigger events, identify pain points	”Summarize recent funding news for this company”
Personalization	Generate an opening line, write a tailored email, draft a connection note	”Write a LinkedIn opener for this contact”
Analysis	Qualification scoring, fit assessment, competitive context	”Score this lead against our ICP”
Enablement	Meeting prep notes, talk track suggestions, objection handling	”Generate meeting prep notes for this account”

Actions must be enabled in AI Agents to appear in this list. Only AI-powered (LLM) actions are shown here — automation and webhook actions are not.

Context Injection

When you run an action from a contact page, the action receives:

• First name, last name, job title, company name
• Email address and phone number
• Location, LinkedIn URL
• Any custom fields on the record

When run from a company page, the action receives:

• Company name, domain, industry
• Employee count, revenue range, location
• Technologies, keywords, description
• Any custom fields on the record

The AI uses this data for variable substitution in action templates and as background context in its prompt.

Global Context Included

Beyond the record data, every action also receives:

• Brand Brief — your company positioning
• Value Propositions — key differentiators
• ICP definition — who you sell to
• Offer Brief — pricing and packaging
• Personas — buyer role profiles

This context comes from Studio’s Global Context. Update it at Studio → Global Context to improve every action at once.

Result Panel

Results render in-line with formatting (headings, lists, links). You can:

Button	Action
Copy	Copy the full result to clipboard
Copy as Markdown	Copy with markdown formatting preserved
Regenerate	Re-run the action (useful if the first output wasn’t quite right)
Save to Record	Store the result as a note on the contact or company
Send to Copilot	Continue iterating in Copilot chat

Saving Results

When you click Save to Record, the result is added to:

• The contact or company’s Notes tab
• The CRM (if sync is enabled) as an activity note
• The Inbox timeline as an “AI Generated” entry

Saved results can be referenced in future actions — they’re part of the record context going forward.

Running Actions at Scale

Single-record actions are for ad-hoc work. To run the same action against many records, use one of these:

Method	Best For	Location
List bulk action	Run against every record in a list	Data → Lists → Select list → Run Action
Campaign step	Run as part of a sequence	Engage → Sequencer → Add AI Action Step
Workflow trigger	Auto-run when a contact hits a condition	Agents → Workflows
Enrichment column	Run as a computed column on every record	Data → Custom Fields → AI Column

Permissions and Credits

Who Can Run Actions

Role	Permissions
Admin	Run any enabled action, edit actions
Member	Run any enabled action
Viewer	Cannot run actions

Disable individual actions for specific roles at AI Agents → Action settings → Role visibility.

Credit Costs

Each action consumes credits based on model tier:

Model Tier	Cost per Run	Typical Actions
Fast	1 credit	Short responses, summaries
Standard	3–5 credits	Most personalization and research
Deep	10–20 credits	Deep research with web access
Thinking	15–40 credits	Qualification scoring, complex analysis

Running actions from detail pages counts against your monthly credit quota. Check remaining credits in Settings → Billing.

Error Handling

If an action fails, the panel shows the error reason:

Error	Cause	Fix
Missing required field	The action needs a field that’s empty on this record (e.g., LinkedIn URL)	Enrich the record first
Insufficient credits	Your credit balance is below the action’s cost	Top up in Settings → Billing
Model timeout	The LLM didn’t respond in time (rare)	Click Regenerate
Action disabled	An admin disabled this action after you opened the page	Ask your admin to re-enable
Rate limited	Too many concurrent actions from this user	Wait 30 seconds and retry

Activity Log

Every action run is logged:

• Who ran it (user email)
• What action was run
• Which record it ran against
• When it ran (timestamp)
• Cost in credits

View the log at Settings → Activity → AI Actions. Use this for compliance review, usage auditing, or understanding team behavior.

Tip

Create a “Personalized Opener” action in AI Agents and run it from any contact page to generate a tailored first line for outreach in seconds. Pair it with a “Research Trigger Event” action — run both back-to-back on the same contact for a fully-prepped outreach message in under a minute.

Related

• AI Agents → — Create and configure actions
• Campaigns → — Run actions at scale across audiences
• Copilot Skills → — Context-aware skills in the Studio editor
• Workflows → — Auto-run actions on triggers
• Global Context → — Shared context every action uses