Visible processing status
See whether a record is imported, in research, ready for review, or prepared for outreach.
A transparent workflow
From raw lead file to reviewable outreach context.
Lead Research Agent gives each imported record a clear path through validation, research, qualification, human review, and draft preparation.
Process architecture
Simple inputs. Structured hand-offs.
Each stage has a defined role, and human review sits between research conclusions and outreach preparation.
The public NextCog website and the Lead Research Agent application are separate systems. The public site is static and does not process application lead records.
Lead fileStructured input
Import validationFields and duplicates
Research workflowRelevant public context
Structured lead recordSummary and evidence
Human reviewCheck and decide
Outreach draftPrepared, not sent
Step by step
Clarity at every stage.
The workflow helps make processing consistent while leaving interpretation and communication decisions with the user.
- 01
Prepare the import
Create a structured lead file with the fields required by the configured workflow. CSV is a common starting point.
- 02
Validate the records
Check required fields and record shape before research begins, so issues can be corrected early.
- 03
Handle duplicates
Compare incoming records with prior imports and processing history to avoid unnecessary repeat work.
- 04
Process the research
Organize relevant, publicly available company and professional context into a consistent lead record.
- 05
Prepare qualification
Summarize apparent fit, business signals, uncertainties, and the evidence behind the assessment.
- 06
Review with a person
Check the research and qualification notes, correct interpretation, and decide whether outreach is appropriate.
- 07
Prepare outreach
Generate an editable draft connected to the reviewed context and suggested conversation angle.
- 08
Keep the history
Track import status, processing, sources, review state, and draft preparation for later reference.
Review and history
Know what happened to each lead.
Research sources
Keep supporting public sources attached to the structured context they informed.
Duplicate awareness
Use prior imports and record identity to avoid treating known leads as entirely new.
Human decision point
Make review status explicit before a prepared draft is approved or used.
Lead Research Agent
Start with a better-informed conversation.
Import your prospect list, review the research, and prepare outreach based on real business context.