Accounts

Documentation Index

Fetch the complete documentation index at: https://docs.komo.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Accounts page is the company side of your CRM. Every row is an organization; every column is a data point Komo can research and cite. Click an empty cell → Komo fills it in with sources.

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Standard fields

Hide any column. Add as many custom columns as you need.

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Adding accounts

Accounts come from four places:

• Manual — type a name + domain
• From a list — Sales Nav, CSV, or Find with AI auto-creates accounts
• From a Signal Agent — the engager’s company becomes an account
• From an inbound reply — a new sending domain creates a stub account

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Custom columns

Anything you’d research by hand becomes a column. Examples:

• “Are they hiring SDRs?”
• “Tech stack” (cited from BuiltWith / job posts)
• “Recent leadership posts about cold email?”
• “Renewal date” (pulled from inbox)
• “Buying committee”

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Add a column

Click + Add column. Two options:

• Manual — name + description of what to research
• AI-suggested — give Komo a goal (“evaluate enterprise readiness”) → it proposes 5–10 columns to toggle on

Once added, every row gets an Enrich button. Click on a cell, row, column, or the whole table — Komo runs cells in parallel.

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Cell citations

Click any value to see the source panel: exact value, reasoning, and 1–4 sources with direct quotes. Manual edits are locked — Komo won’t overwrite them on the next enrichment.

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Views

The tab bar is Views. Default: All. Click + New view to save a combination of:

• Column visibility
• Filters (e.g. only SaaS)
• Sort order

Use views to slice the same CRM into working surfaces — Hot — Series B SaaS, Renewals Q3, Enterprise pilot.

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Side panel

Click an account name to open the panel:

• Summary — AI-generated overview
• About their business — narrative from web research
• Activity timeline — every campaign step, inbox reply, agent action
• Fields — every field with sources, editable inline

Resize by dragging the left edge.

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Bulk actions

Select rows → Add to list, Enrich, Delete, or Export CSV.

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Connected to

Contacts (belong to accounts) · Lists (source of accounts) · Signals (surface leads at accounts) · Campaigns (outbound to contacts at accounts) · Inbox (replies linked back) · New Task (the agent reads all of it)

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Tips