Before You Start: Ensure you have proper authentication and access to the markets you want to research. All
endpoints require valid authentication tokens.
Overview
The discovery workflow follows this sequence:- Search Criteria Generation - Define what you’re looking for
- Company Discovery - Find relevant companies using AI
- Company Review (Optional) - Review and include discovered companies
- Market Publishing (Optional) - Publish your findings
- Market Analysis - Gain insights from the discovered companies
1
Phase 1: Search Criteria Generation
Purpose: Convert your business question into structured search criteria that our AI can use to find relevant companies.Step 1.1: Generate Search Criteria
Use the Generate Search Criteria endpoint to convert your natural language query into structured search parameters.Pro Tip: Be specific in your search input. Instead of “AI companies”, try “AI-powered transcription services for enterprise customers in the healthcare sector.”
Step 1.2: Refine Keywords (Optional)
Use the Generate Keywords endpoint to get AI-suggested keywords for your search criteria.This step is optional but recommended for better discovery results. The AI will suggest additional relevant keywords and help refine your search.
2
Phase 2: Company Discovery
Purpose: Use the generated search criteria to discover relevant companies using AI-powered algorithms.Step 2.1: Start Discovery Process
Use the Start Discovery endpoint to initiate the company discovery process.If you set
skipDiscoveryReview
to true
in pipelineChoices
, the workflow will skip the company review phase and jump directly to Phase 5: Market Analysis.Important: The discovery process runs asynchronously and can take 10-15 minutes. Do not make multiple requests for the same market while discovery is in progress.
Step 2.2: Monitor Discovery Progress
Use the Get Job Status endpoint to check the progress of your discovery job.Polling Strategy: Check status every 30-60 seconds. The process typically takes 10-15 minutes depending on the complexity of your search criteria.
3
Phase 3: Company Review (Optional)
Purpose: Review and include discovered companies before publishing for quality control.Optional Step: This phase is only needed if you set
skipDiscoveryReview: false
in your pipeline choices. If you set it to true
, you can skip directly to Phase 4.Step 3.1: Review Discovered Companies
Once discovery is complete, review the discovered companies and include them using the Update Company Review Status endpoint:Review Process: This step is optional but recommended for quality control. You can include or exclude discovered companies.
Step 3.2: Retrieve Search Criteria
Use the Get Search Criteria endpoint to review the criteria used for discovery.Step 3.3: Check Search History
Use the Get Search Criteria History endpoint to view previous search criteria iterations.4
Phase 4: Market Publishing
Purpose: Publish the discovered companies and trigger market analysis and enrichment.Step 4.1: Publish Market
Optional Step: This phase is only needed if you set
skipDiscoveryReview: false
in your pipeline choices during Step 2 Start Discovery Process. If you set it to true
, you can skip directly to Phase 5.Step 4.2: Monitor Publish Progress
Use the Get Job Status endpoint to check the progress of your publish job.Error Handling
Common Issues: - 409 Conflict: Discovery already in progress for this market - 403 Forbidden: Insufficient
permissions for the market - 404 Not Found: Market doesn’t exist or you don’t have access
Best Practices
For Better Results: 1. Be Specific: Use detailed, specific search criteria 2. Use Keywords: Leverage the
keyword generation feature 3. Monitor Progress: Check status regularly during long-running processes 4. Review
Companies: Take time to review discovered companies before publishing
Next Steps
Once your market is published, you can:- Export Data: Use the export endpoints to get CSV/Excel files
- Track News: Monitor news and updates for companies in your market
- Share Insights: Use the UI components to visualize and share your findings