# Data SDK resources

From “what is it?” to “what’s next?” Understand company identification. Find a useful workflow. Choose the right tool for your team.

The resource library has three sections: understand the terms in the glossary, put visits to work with use cases, and compare tools using sourced buyer guides.

[Glossary](https://datasdk.ai/glossary) · [Use cases](https://datasdk.ai/use-cases) · [Comparisons](https://datasdk.ai/vs)

[Glossary Markdown](https://datasdk.ai/glossary.md) · [Use-case Markdown](https://datasdk.ai/use-cases.md) · [Comparison Markdown](https://datasdk.ai/vs.md)

Canonical page: https://datasdk.ai/learn

105 plain-language glossary entries and 105 practical use cases. Each entry has an individual HTML page and a matching Markdown file.

These are suggested workflows, not a list of built-in integrations. Use your own approved analytics, CRM, and research process where needed. Matches and fields vary. A company match does not identify a person or prove buying intent.

The full Data SDK API is coming soon. Platform and AI-agent workflows are planning examples. Confirm access, data delivery, usage, branding, and resale terms before building or selling a feature.

## Glossary

- [Company identification](https://datasdk.ai/glossary/company-identification): Company identification connects a website visit with a business when a match is available. [Markdown](https://datasdk.ai/glossary/company-identification.md)
- [IP-to-company matching](https://datasdk.ai/glossary/ip-to-company-matching): IP-to-company matching compares an internet connection's IP address with company information. [Markdown](https://datasdk.ai/glossary/ip-to-company-matching.md)
- [IP address](https://datasdk.ai/glossary/ip-address): An IP address is an address used to route traffic between devices and networks on the internet. [Markdown](https://datasdk.ai/glossary/ip-address.md)
- [Public IP address](https://datasdk.ai/glossary/public-ip-address): A public IP address is the internet-facing address of a network connection. [Markdown](https://datasdk.ai/glossary/public-ip-address.md)
- [Private IP address](https://datasdk.ai/glossary/private-ip-address): A private IP address is used inside a local network rather than as a globally routed internet address. [Markdown](https://datasdk.ai/glossary/private-ip-address.md)
- [IPv4](https://datasdk.ai/glossary/ipv4): IPv4 is an internet addressing system commonly written as four numbers separated by dots. [Markdown](https://datasdk.ai/glossary/ipv4.md)
- [IPv6](https://datasdk.ai/glossary/ipv6): IPv6 is an internet addressing system with a much larger address space than IPv4. [Markdown](https://datasdk.ai/glossary/ipv6.md)
- [Shared IP address](https://datasdk.ai/glossary/shared-ip-address): A shared IP address is used by more than one person, device, or organization. [Markdown](https://datasdk.ai/glossary/shared-ip-address.md)
- [Dynamic IP address](https://datasdk.ai/glossary/dynamic-ip-address): A dynamic IP address can change as a network provider assigns addresses over time. [Markdown](https://datasdk.ai/glossary/dynamic-ip-address.md)
- [Static IP address](https://datasdk.ai/glossary/static-ip-address): A static IP address is intended to stay assigned to a connection rather than change regularly. [Markdown](https://datasdk.ai/glossary/static-ip-address.md)
- [VPN](https://datasdk.ai/glossary/vpn): A virtual private network routes traffic through another network connection. [Markdown](https://datasdk.ai/glossary/vpn.md)
- [Proxy server](https://datasdk.ai/glossary/proxy-server): A proxy server forwards a request on behalf of another client. [Markdown](https://datasdk.ai/glossary/proxy-server.md)
- [Internet service provider](https://datasdk.ai/glossary/internet-service-provider): An internet service provider supplies connectivity to homes or organizations. [Markdown](https://datasdk.ai/glossary/internet-service-provider.md)
- [Match coverage](https://datasdk.ai/glossary/match-coverage): Match coverage describes where a matching service has usable information. [Markdown](https://datasdk.ai/glossary/match-coverage.md)
- [Unmatched visit](https://datasdk.ai/glossary/unmatched-visit): An unmatched visit is a recorded visit without an available company association. [Markdown](https://datasdk.ai/glossary/unmatched-visit.md)
- [Firmographics](https://datasdk.ai/glossary/firmographics): Firmographics are facts used to describe a business, such as its industry, size, and location. [Markdown](https://datasdk.ai/glossary/firmographics.md)
- [Company domain](https://datasdk.ai/glossary/company-domain): A company domain is the website address used to represent a business. [Markdown](https://datasdk.ai/glossary/company-domain.md)
- [Legal entity](https://datasdk.ai/glossary/legal-entity): A legal entity is an organization recognized as a separate entity under the relevant legal system. [Markdown](https://datasdk.ai/glossary/legal-entity.md)
- [Parent company](https://datasdk.ai/glossary/parent-company): A parent company owns or controls another company. [Markdown](https://datasdk.ai/glossary/parent-company.md)
- [Subsidiary](https://datasdk.ai/glossary/subsidiary): A subsidiary is a company owned or controlled by another company. [Markdown](https://datasdk.ai/glossary/subsidiary.md)
- [Company size](https://datasdk.ai/glossary/company-size): Company size is a way to group businesses by a measure such as employee count or revenue. [Markdown](https://datasdk.ai/glossary/company-size.md)
- [Employee count](https://datasdk.ai/glossary/employee-count): Employee count is the number of people reported or estimated to work for a company. [Markdown](https://datasdk.ai/glossary/employee-count.md)
- [Employee range](https://datasdk.ai/glossary/employee-range): An employee range groups company headcount into bands rather than giving an exact number. [Markdown](https://datasdk.ai/glossary/employee-range.md)
- [Revenue range](https://datasdk.ai/glossary/revenue-range): A revenue range is a band representing reported or estimated company revenue. [Markdown](https://datasdk.ai/glossary/revenue-range.md)
- [Industry classification](https://datasdk.ai/glossary/industry-classification): An industry classification groups companies by the kind of business they do. [Markdown](https://datasdk.ai/glossary/industry-classification.md)
- [Company location](https://datasdk.ai/glossary/company-location): Company location describes a business address or geographic association in a record. [Markdown](https://datasdk.ai/glossary/company-location.md)
- [Headquarters](https://datasdk.ai/glossary/headquarters): Headquarters is the main administrative location of a company. [Markdown](https://datasdk.ai/glossary/headquarters.md)
- [Company enrichment](https://datasdk.ai/glossary/company-enrichment): Company enrichment adds business details to a record that starts with limited information. [Markdown](https://datasdk.ai/glossary/company-enrichment.md)
- [Data freshness](https://datasdk.ai/glossary/data-freshness): Data freshness describes how recently information was checked or updated. [Markdown](https://datasdk.ai/glossary/data-freshness.md)
- [Missing value](https://datasdk.ai/glossary/missing-value): A missing value means a field has no usable information. [Markdown](https://datasdk.ai/glossary/missing-value.md)
- [B2B](https://datasdk.ai/glossary/b2b): Business-to-business means selling products or services to other businesses. [Markdown](https://datasdk.ai/glossary/b2b.md)
- [Ideal customer profile](https://datasdk.ai/glossary/ideal-customer-profile): An ideal customer profile describes the kinds of businesses your offer serves best. [Markdown](https://datasdk.ai/glossary/ideal-customer-profile.md)
- [Account](https://datasdk.ai/glossary/account): An account is the business record a sales or customer team works with. [Markdown](https://datasdk.ai/glossary/account.md)
- [Prospect](https://datasdk.ai/glossary/prospect): A prospect is a potential customer being considered for a business relationship. [Markdown](https://datasdk.ai/glossary/prospect.md)
- [Lead](https://datasdk.ai/glossary/lead): A lead is a potential sales contact or opportunity to investigate, depending on the team's definition. [Markdown](https://datasdk.ai/glossary/lead.md)
- [Qualification](https://datasdk.ai/glossary/qualification): Qualification checks whether a potential customer fits the offer and has a relevant need. [Markdown](https://datasdk.ai/glossary/qualification.md)
- [Account scoring](https://datasdk.ai/glossary/account-scoring): Account scoring assigns a value to a business using chosen fit and activity rules. [Markdown](https://datasdk.ai/glossary/account-scoring.md)
- [Sales territory](https://datasdk.ai/glossary/sales-territory): A sales territory defines which accounts a seller or team covers. [Markdown](https://datasdk.ai/glossary/sales-territory.md)
- [Account owner](https://datasdk.ai/glossary/account-owner): An account owner is the person or team responsible for a company relationship. [Markdown](https://datasdk.ai/glossary/account-owner.md)
- [CRM](https://datasdk.ai/glossary/crm): A customer relationship management system stores business relationships, contacts, and sales activity. [Markdown](https://datasdk.ai/glossary/crm.md)
- [Sales pipeline](https://datasdk.ai/glossary/sales-pipeline): A sales pipeline is the set of opportunities a team is working through its sales stages. [Markdown](https://datasdk.ai/glossary/sales-pipeline.md)
- [Buying committee](https://datasdk.ai/glossary/buying-committee): A buying committee is the group involved in a company's purchasing decision. [Markdown](https://datasdk.ai/glossary/buying-committee.md)
- [Account research](https://datasdk.ai/glossary/account-research): Account research gathers relevant facts about a business before a commercial decision or conversation. [Markdown](https://datasdk.ai/glossary/account-research.md)
- [Warm outreach](https://datasdk.ai/glossary/warm-outreach): Warm outreach starts from an existing relationship or legitimate prior connection. [Markdown](https://datasdk.ai/glossary/warm-outreach.md)
- [Sales handoff](https://datasdk.ai/glossary/sales-handoff): A sales handoff passes an account or opportunity between people or teams. [Markdown](https://datasdk.ai/glossary/sales-handoff.md)
- [Account-based marketing](https://datasdk.ai/glossary/account-based-marketing): Account-based marketing focuses activity on a selected set of businesses. [Markdown](https://datasdk.ai/glossary/account-based-marketing.md)
- [Target account list](https://datasdk.ai/glossary/target-account-list): A target account list names the businesses a team wants to reach. [Markdown](https://datasdk.ai/glossary/target-account-list.md)
- [Demand generation](https://datasdk.ai/glossary/demand-generation): Demand generation is marketing work intended to create awareness and interest in an offer. [Markdown](https://datasdk.ai/glossary/demand-generation.md)
- [Lead generation](https://datasdk.ai/glossary/lead-generation): Lead generation creates opportunities for potential customers to identify themselves or start contact. [Markdown](https://datasdk.ai/glossary/lead-generation.md)
- [Paid search](https://datasdk.ai/glossary/paid-search): Paid search places advertisements alongside search results for selected searches. [Markdown](https://datasdk.ai/glossary/paid-search.md)
- [Organic search](https://datasdk.ai/glossary/organic-search): Organic search traffic comes from unpaid search listings. [Markdown](https://datasdk.ai/glossary/organic-search.md)
- [Referral traffic](https://datasdk.ai/glossary/referral-traffic): Referral traffic arrives through links on other websites. [Markdown](https://datasdk.ai/glossary/referral-traffic.md)
- [Campaign attribution](https://datasdk.ai/glossary/campaign-attribution): Campaign attribution assigns credit for outcomes to marketing activity using a chosen method. [Markdown](https://datasdk.ai/glossary/campaign-attribution.md)
- [UTM parameters](https://datasdk.ai/glossary/utm-parameters): UTM parameters are labels added to URLs to describe campaign traffic. [Markdown](https://datasdk.ai/glossary/utm-parameters.md)
- [Landing page](https://datasdk.ai/glossary/landing-page): A landing page is the page a visitor reaches when entering a website. [Markdown](https://datasdk.ai/glossary/landing-page.md)
- [Conversion](https://datasdk.ai/glossary/conversion): A conversion is an action your team has defined as a desired outcome. [Markdown](https://datasdk.ai/glossary/conversion.md)
- [Conversion rate](https://datasdk.ai/glossary/conversion-rate): Conversion rate is the share of an eligible group that completes a defined action. [Markdown](https://datasdk.ai/glossary/conversion-rate.md)
- [Audience quality](https://datasdk.ai/glossary/audience-quality): Audience quality describes how well the people or businesses reached fit a campaign's purpose. [Markdown](https://datasdk.ai/glossary/audience-quality.md)
- [Content engagement](https://datasdk.ai/glossary/content-engagement): Content engagement describes recorded interactions with an article, guide, or other resource. [Markdown](https://datasdk.ai/glossary/content-engagement.md)
- [Campaign cohort](https://datasdk.ai/glossary/campaign-cohort): A campaign cohort is a group defined by the same campaign or measurement period. [Markdown](https://datasdk.ai/glossary/campaign-cohort.md)
- [Page view](https://datasdk.ai/glossary/page-view): A page view is a recorded load or display of a web page under the measurement system's rules. [Markdown](https://datasdk.ai/glossary/page-view.md)
- [Session](https://datasdk.ai/glossary/session): A session groups website interactions within a defined period using a measurement system's rules. [Markdown](https://datasdk.ai/glossary/session.md)
- [Unique company](https://datasdk.ai/glossary/unique-company): A unique company count counts each recognized business once within a chosen period and matching rule. [Markdown](https://datasdk.ai/glossary/unique-company.md)
- [Repeat visit](https://datasdk.ai/glossary/repeat-visit): A repeat visit is another recorded visit associated with the same recognized entity under your rules. [Markdown](https://datasdk.ai/glossary/repeat-visit.md)
- [Timestamp](https://datasdk.ai/glossary/timestamp): A timestamp records when an event happened or was received. [Markdown](https://datasdk.ai/glossary/timestamp.md)
- [Page path](https://datasdk.ai/glossary/page-path): A page path is the part of a URL that identifies a resource within a website. [Markdown](https://datasdk.ai/glossary/page-path.md)
- [Query string](https://datasdk.ai/glossary/query-string): A query string is the portion of a URL after a question mark that carries parameters. [Markdown](https://datasdk.ai/glossary/query-string.md)
- [Referrer](https://datasdk.ai/glossary/referrer): A referrer is information about the page that linked to a request, when the browser supplies it. [Markdown](https://datasdk.ai/glossary/referrer.md)
- [Event](https://datasdk.ai/glossary/event): An event is a recorded action or occurrence in a measurement system. [Markdown](https://datasdk.ai/glossary/event.md)
- [Reporting window](https://datasdk.ai/glossary/reporting-window): A reporting window is the time period included in an analysis. [Markdown](https://datasdk.ai/glossary/reporting-window.md)
- [Baseline](https://datasdk.ai/glossary/baseline): A baseline is a reference measurement used for comparison. [Markdown](https://datasdk.ai/glossary/baseline.md)
- [Sample bias](https://datasdk.ai/glossary/sample-bias): Sample bias occurs when the measured group differs from the group you want to understand. [Markdown](https://datasdk.ai/glossary/sample-bias.md)
- [False positive](https://datasdk.ai/glossary/false-positive): A false positive is a result that incorrectly indicates a condition is present. [Markdown](https://datasdk.ai/glossary/false-positive.md)
- [False negative](https://datasdk.ai/glossary/false-negative): A false negative is a missed detection when the condition is actually present. [Markdown](https://datasdk.ai/glossary/false-negative.md)
- [Data deduplication](https://datasdk.ai/glossary/data-deduplication): Data deduplication removes or combines repeated records under defined rules. [Markdown](https://datasdk.ai/glossary/data-deduplication.md)
- [API](https://datasdk.ai/glossary/api): An application programming interface lets software request data or actions from other software. [Markdown](https://datasdk.ai/glossary/api.md)
- [API endpoint](https://datasdk.ai/glossary/api-endpoint): An API endpoint is an address where software sends a particular kind of request. [Markdown](https://datasdk.ai/glossary/api-endpoint.md)
- [API key](https://datasdk.ai/glossary/api-key): An API key is a credential or identifier used when software accesses a service. [Markdown](https://datasdk.ai/glossary/api-key.md)
- [Server-side request](https://datasdk.ai/glossary/server-side-request): A server-side request is sent by backend software rather than directly by a visitor's browser. [Markdown](https://datasdk.ai/glossary/server-side-request.md)
- [Client-side code](https://datasdk.ai/glossary/client-side-code): Client-side code runs in the user's browser or another client application. [Markdown](https://datasdk.ai/glossary/client-side-code.md)
- [Tracking pixel](https://datasdk.ai/glossary/tracking-pixel): A tracking pixel is a small website tracking mechanism; the term also commonly refers to a short tracking script. [Markdown](https://datasdk.ai/glossary/tracking-pixel.md)
- [White-label](https://datasdk.ai/glossary/white-label): White-label means customers see their provider's brand on a feature supplied by another business. [Markdown](https://datasdk.ai/glossary/white-label.md)
- [Multi-tenant application](https://datasdk.ai/glossary/multi-tenant-application): A multi-tenant application serves several customer organizations within one system. [Markdown](https://datasdk.ai/glossary/multi-tenant-application.md)
- [Tenant isolation](https://datasdk.ai/glossary/tenant-isolation): Tenant isolation keeps one customer's data and actions separate from another's. [Markdown](https://datasdk.ai/glossary/tenant-isolation.md)
- [Webhook](https://datasdk.ai/glossary/webhook): A webhook sends an event notification to another system over HTTP. [Markdown](https://datasdk.ai/glossary/webhook.md)
- [Polling](https://datasdk.ai/glossary/polling): Polling checks a service repeatedly to see whether a result is ready. [Markdown](https://datasdk.ai/glossary/polling.md)
- [Rate limit](https://datasdk.ai/glossary/rate-limit): A rate limit restricts how many requests a service accepts over a period. [Markdown](https://datasdk.ai/glossary/rate-limit.md)
- [Cache](https://datasdk.ai/glossary/cache): A cache temporarily stores a result so later requests can reuse it. [Markdown](https://datasdk.ai/glossary/cache.md)
- [Idempotency](https://datasdk.ai/glossary/idempotency): Idempotency means repeating an operation has the same intended effect as performing it once. [Markdown](https://datasdk.ai/glossary/idempotency.md)
- [Schema](https://datasdk.ai/glossary/schema): A schema describes the structure and expected fields of data. [Markdown](https://datasdk.ai/glossary/schema.md)
- [AI agent](https://datasdk.ai/glossary/ai-agent): An AI agent is software that uses a model and tools to work through tasks. [Markdown](https://datasdk.ai/glossary/ai-agent.md)
- [Tool call](https://datasdk.ai/glossary/tool-call): A tool call is an agent's request to another function or service for an action or information. [Markdown](https://datasdk.ai/glossary/tool-call.md)
- [Grounding](https://datasdk.ai/glossary/grounding): Grounding connects a generated answer to evidence the system can inspect. [Markdown](https://datasdk.ai/glossary/grounding.md)
- [Hallucination](https://datasdk.ai/glossary/hallucination): A hallucination is model-generated content that is unsupported or incorrect. [Markdown](https://datasdk.ai/glossary/hallucination.md)
- [Human review](https://datasdk.ai/glossary/human-review): Human review puts a person in the loop before a result is accepted or acted on. [Markdown](https://datasdk.ai/glossary/human-review.md)
- [Research brief](https://datasdk.ai/glossary/research-brief): A research brief is a compact explanation of a company and why it may be relevant. [Markdown](https://datasdk.ai/glossary/research-brief.md)
- [Source attribution](https://datasdk.ai/glossary/source-attribution): Source attribution shows where a claim or data point came from. [Markdown](https://datasdk.ai/glossary/source-attribution.md)
- [Evidence trail](https://datasdk.ai/glossary/evidence-trail): An evidence trail records the inputs and sources behind a conclusion. [Markdown](https://datasdk.ai/glossary/evidence-trail.md)
- [Confidence threshold](https://datasdk.ai/glossary/confidence-threshold): A confidence threshold is a rule for when a system accepts or escalates a result. [Markdown](https://datasdk.ai/glossary/confidence-threshold.md)
- [Fallback](https://datasdk.ai/glossary/fallback): A fallback is the behavior used when the preferred result is unavailable. [Markdown](https://datasdk.ai/glossary/fallback.md)
- [Structured output](https://datasdk.ai/glossary/structured-output): Structured output puts information into a defined format rather than unrestricted prose. [Markdown](https://datasdk.ai/glossary/structured-output.md)
- [Entity resolution](https://datasdk.ai/glossary/entity-resolution): Entity resolution determines whether records refer to the same real-world business. [Markdown](https://datasdk.ai/glossary/entity-resolution.md)
- [Prompt injection](https://datasdk.ai/glossary/prompt-injection): Prompt injection is untrusted content that tries to redirect an AI system's instructions. [Markdown](https://datasdk.ai/glossary/prompt-injection.md)
- [Least privilege](https://datasdk.ai/glossary/least-privilege): Least privilege gives software only the access needed for its task. [Markdown](https://datasdk.ai/glossary/least-privilege.md)
- [Evaluation set](https://datasdk.ai/glossary/evaluation-set): An evaluation set is a collection of examples used to check how a system performs. [Markdown](https://datasdk.ai/glossary/evaluation-set.md)

## Use cases

- [Build a weekly prospect research list](https://datasdk.ai/use-cases/build-a-weekly-prospect-research-list): Spend research time on visiting companies that fit your offer. [Markdown](https://datasdk.ai/use-cases/build-a-weekly-prospect-research-list.md)
- [Research companies that view pricing](https://datasdk.ai/use-cases/research-companies-that-view-pricing): Prepare better commercial questions before a legitimate conversation. [Markdown](https://datasdk.ai/use-cases/research-companies-that-view-pricing.md)
- [Check existing accounts before prospecting](https://datasdk.ai/use-cases/check-existing-accounts-before-prospecting): Avoid duplicate outreach and conflicting conversations. [Markdown](https://datasdk.ai/use-cases/check-existing-accounts-before-prospecting.md)
- [Prioritize companies in your service area](https://datasdk.ai/use-cases/prioritize-companies-in-your-service-area): Remove obvious geographic mismatches from the research queue. [Markdown](https://datasdk.ai/use-cases/prioritize-companies-in-your-service-area.md)
- [Find startups your product can serve](https://datasdk.ai/use-cases/find-startups-your-product-can-serve): Recognize smaller businesses that match your product's scope. [Markdown](https://datasdk.ai/use-cases/find-startups-your-product-can-serve.md)
- [Screen out companies you cannot support](https://datasdk.ai/use-cases/screen-out-companies-you-cannot-support): Keep sellers focused on businesses the team can realistically help. [Markdown](https://datasdk.ai/use-cases/screen-out-companies-you-cannot-support.md)
- [Prepare for a scheduled discovery call](https://datasdk.ai/use-cases/prepare-for-a-scheduled-discovery-call): Bring more relevant questions to the conversation. [Markdown](https://datasdk.ai/use-cases/prepare-for-a-scheduled-discovery-call.md)
- [Add context to an open opportunity](https://datasdk.ai/use-cases/add-context-to-an-open-opportunity): Keep research aligned with the current deal rather than starting a separate sales motion. [Markdown](https://datasdk.ai/use-cases/add-context-to-an-open-opportunity.md)
- [Route research to the right territory](https://datasdk.ai/use-cases/route-research-to-the-right-territory): Reduce duplicated effort between regional or industry teams. [Markdown](https://datasdk.ai/use-cases/route-research-to-the-right-territory.md)
- [Separate parent and subsidiary interest](https://datasdk.ai/use-cases/separate-parent-and-subsidiary-interest): Research the operating business that is most relevant to the visit. [Markdown](https://datasdk.ai/use-cases/separate-parent-and-subsidiary-interest.md)
- [Review repeat company activity](https://datasdk.ai/use-cases/review-repeat-company-activity): See whether a company deserves another research check without counting it as new each time. [Markdown](https://datasdk.ai/use-cases/review-repeat-company-activity.md)
- [Prepare an industry-specific question](https://datasdk.ai/use-cases/prepare-an-industry-specific-question): Make the next legitimate conversation more relevant to the company's work. [Markdown](https://datasdk.ai/use-cases/prepare-an-industry-specific-question.md)
- [Recheck previously disqualified accounts](https://datasdk.ai/use-cases/recheck-previously-disqualified-accounts): Reconsider an account only when new facts justify it. [Markdown](https://datasdk.ai/use-cases/recheck-previously-disqualified-accounts.md)
- [Coordinate SDR and account-executive research](https://datasdk.ai/use-cases/coordinate-sdr-and-account-executive-research): Create a clear handoff instead of parallel work. [Markdown](https://datasdk.ai/use-cases/coordinate-sdr-and-account-executive-research.md)
- [Avoid treating service providers as prospects](https://datasdk.ai/use-cases/avoid-treating-service-providers-as-prospects): Keep research lists relevant to actual selling opportunities. [Markdown](https://datasdk.ai/use-cases/avoid-treating-service-providers-as-prospects.md)
- [Choose accounts for a manual pilot](https://datasdk.ai/use-cases/choose-accounts-for-a-manual-pilot): Learn whether matches produce research your sellers can use. [Markdown](https://datasdk.ai/use-cases/choose-accounts-for-a-manual-pilot.md)
- [Find potential channel partners](https://datasdk.ai/use-cases/find-potential-channel-partners): Recognize possible distribution or service relationships. [Markdown](https://datasdk.ai/use-cases/find-potential-channel-partners.md)
- [Prepare a relevant case-study shortlist](https://datasdk.ai/use-cases/prepare-a-relevant-case-study-shortlist): Make meeting preparation more useful without guessing the visitor's identity. [Markdown](https://datasdk.ai/use-cases/prepare-a-relevant-case-study-shortlist.md)
- [Check paid-search audience fit](https://datasdk.ai/use-cases/check-paid-search-audience-fit): See whether matched businesses resemble the customers the campaign targets. [Markdown](https://datasdk.ai/use-cases/check-paid-search-audience-fit.md)
- [Review partner referral quality](https://datasdk.ai/use-cases/review-partner-referral-quality): Evaluate the business audience behind an available referral stream. [Markdown](https://datasdk.ai/use-cases/review-partner-referral-quality.md)
- [Assess an industry landing page](https://datasdk.ai/use-cases/assess-an-industry-landing-page): Learn whether the page attracts the intended kinds of businesses. [Markdown](https://datasdk.ai/use-cases/assess-an-industry-landing-page.md)
- [Compare two campaign audiences](https://datasdk.ai/use-cases/compare-two-campaign-audiences): Choose what to investigate in each campaign's audience mix. [Markdown](https://datasdk.ai/use-cases/compare-two-campaign-audiences.md)
- [Review organic content reach](https://datasdk.ai/use-cases/review-organic-content-reach): Find content that deserves a closer commercial-audience review. [Markdown](https://datasdk.ai/use-cases/review-organic-content-reach.md)
- [Audit webinar promotion traffic](https://datasdk.ai/use-cases/audit-webinar-promotion-traffic): Understand which business segments reached the promotion page. [Markdown](https://datasdk.ai/use-cases/audit-webinar-promotion-traffic.md)
- [Evaluate an event campaign](https://datasdk.ai/use-cases/evaluate-an-event-campaign): Review whether relevant businesses encountered event-related pages. [Markdown](https://datasdk.ai/use-cases/evaluate-an-event-campaign.md)
- [Check a product launch audience](https://datasdk.ai/use-cases/check-a-product-launch-audience): Separate commercial audience fit from total launch traffic. [Markdown](https://datasdk.ai/use-cases/check-a-product-launch-audience.md)
- [Review country-specific campaigns](https://datasdk.ai/use-cases/review-country-specific-campaigns): Check the geographic company mix before making campaign changes. [Markdown](https://datasdk.ai/use-cases/review-country-specific-campaigns.md)
- [Measure target-account reach](https://datasdk.ai/use-cases/measure-target-account-reach): Find evidence of overlap between available matches and that list. [Markdown](https://datasdk.ai/use-cases/measure-target-account-reach.md)
- [Review newsletter landing traffic](https://datasdk.ai/use-cases/review-newsletter-landing-traffic): Inspect which business types appear in traffic to the linked page. [Markdown](https://datasdk.ai/use-cases/review-newsletter-landing-traffic.md)
- [Identify content gaps for relevant industries](https://datasdk.ai/use-cases/identify-content-gaps-for-relevant-industries): Choose practical topics to research with your sales team. [Markdown](https://datasdk.ai/use-cases/identify-content-gaps-for-relevant-industries.md)
- [Review comparison-page audiences](https://datasdk.ai/use-cases/review-comparison-page-audiences): Understand the business mix before judging the page's value. [Markdown](https://datasdk.ai/use-cases/review-comparison-page-audiences.md)
- [Test positioning against company fit](https://datasdk.ai/use-cases/test-positioning-against-company-fit): Use company fit as one input when reviewing a messaging test. [Markdown](https://datasdk.ai/use-cases/test-positioning-against-company-fit.md)
- [Separate student and commercial research audiences](https://datasdk.ai/use-cases/separate-student-and-commercial-research-audiences): Avoid measuring every visit as a potential sale. [Markdown](https://datasdk.ai/use-cases/separate-student-and-commercial-research-audiences.md)
- [Review agency campaign reporting](https://datasdk.ai/use-cases/review-agency-campaign-reporting): Add a business-fit discussion to a campaign review. [Markdown](https://datasdk.ai/use-cases/review-agency-campaign-reporting.md)
- [Choose content for a target-account program](https://datasdk.ai/use-cases/choose-content-for-a-target-account-program): Select topics grounded in known account needs and available website context. [Markdown](https://datasdk.ai/use-cases/choose-content-for-a-target-account-program.md)
- [Review a low-volume high-value page](https://datasdk.ai/use-cases/review-a-low-volume-high-value-page): Avoid dismissing specialized content based only on visit totals. [Markdown](https://datasdk.ai/use-cases/review-a-low-volume-high-value-page.md)
- [Prepare for a customer review meeting](https://datasdk.ai/use-cases/prepare-for-a-customer-review-meeting): Bring relevant questions to the existing customer conversation. [Markdown](https://datasdk.ai/use-cases/prepare-for-a-customer-review-meeting.md)
- [Notice interest in another product line](https://datasdk.ai/use-cases/notice-interest-in-another-product-line): Find a topic worth discussing through the existing account relationship. [Markdown](https://datasdk.ai/use-cases/notice-interest-in-another-product-line.md)
- [Prepare implementation support resources](https://datasdk.ai/use-cases/prepare-implementation-support-resources): Choose relevant setup material before the meeting. [Markdown](https://datasdk.ai/use-cases/prepare-implementation-support-resources.md)
- [Check renewal discussion topics](https://datasdk.ai/use-cases/check-renewal-discussion-topics): Prepare better renewal questions without treating visits as a health score. [Markdown](https://datasdk.ai/use-cases/check-renewal-discussion-topics.md)
- [Coordinate sales and customer success](https://datasdk.ai/use-cases/coordinate-sales-and-customer-success): Keep customer conversations with the team that owns the relationship. [Markdown](https://datasdk.ai/use-cases/coordinate-sales-and-customer-success.md)
- [Review training-resource interest](https://datasdk.ai/use-cases/review-training-resource-interest): Prepare the right educational resources for an agreed discussion. [Markdown](https://datasdk.ai/use-cases/review-training-resource-interest.md)
- [Separate customer activity from acquisition reporting](https://datasdk.ai/use-cases/separate-customer-activity-from-acquisition-reporting): Keep acquisition research distinct from customer-service activity. [Markdown](https://datasdk.ai/use-cases/separate-customer-activity-from-acquisition-reporting.md)
- [Investigate a customer rebrand](https://datasdk.ai/use-cases/investigate-a-customer-rebrand): Keep the relationship connected to the correct business record. [Markdown](https://datasdk.ai/use-cases/investigate-a-customer-rebrand.md)
- [Prepare a partner account review](https://datasdk.ai/use-cases/prepare-a-partner-account-review): Bring useful enablement topics to an established partnership. [Markdown](https://datasdk.ai/use-cases/prepare-a-partner-account-review.md)
- [Review public support-content traffic](https://datasdk.ai/use-cases/review-public-support-content-traffic): Choose support documentation to discuss or improve. [Markdown](https://datasdk.ai/use-cases/review-public-support-content-traffic.md)
- [Prepare a customer workshop agenda](https://datasdk.ai/use-cases/prepare-a-customer-workshop-agenda): Use website topics as questions to confirm during preparation. [Markdown](https://datasdk.ai/use-cases/prepare-a-customer-workshop-agenda.md)
- [Avoid premature churn alerts](https://datasdk.ai/use-cases/avoid-premature-churn-alerts): Keep customer-risk decisions grounded in stronger evidence. [Markdown](https://datasdk.ai/use-cases/avoid-premature-churn-alerts.md)
- [Show clients the businesses their site reaches](https://datasdk.ai/use-cases/show-clients-the-businesses-their-site-reaches): Give clients concrete companies to evaluate rather than only aggregate counts. [Markdown](https://datasdk.ai/use-cases/show-clients-the-businesses-their-site-reaches.md)
- [Evaluate a client website redesign](https://datasdk.ai/use-cases/evaluate-a-client-website-redesign): Add company-fit context to the post-launch review. [Markdown](https://datasdk.ai/use-cases/evaluate-a-client-website-redesign.md)
- [Prepare a client prospecting workshop](https://datasdk.ai/use-cases/prepare-a-client-prospecting-workshop): Leave the workshop with a realistic shortlist and repeatable fit rules. [Markdown](https://datasdk.ai/use-cases/prepare-a-client-prospecting-workshop.md)
- [Review a niche SEO engagement](https://datasdk.ai/use-cases/review-a-niche-seo-engagement): Discuss whether content reaches the kinds of companies the client serves. [Markdown](https://datasdk.ai/use-cases/review-a-niche-seo-engagement.md)
- [Support a fractional marketing review](https://datasdk.ai/use-cases/support-a-fractional-marketing-review): Make campaign and sales discussions use the same fit criteria. [Markdown](https://datasdk.ai/use-cases/support-a-fractional-marketing-review.md)
- [Check lead-generation campaign scope](https://datasdk.ai/use-cases/check-lead-generation-campaign-scope): Set clear deliverable expectations with the client. [Markdown](https://datasdk.ai/use-cases/check-lead-generation-campaign-scope.md)
- [Create a client-specific research brief](https://datasdk.ai/use-cases/create-a-client-specific-research-brief): Deliver a compact brief the client's team can verify. [Markdown](https://datasdk.ai/use-cases/create-a-client-specific-research-brief.md)
- [Plan a white-label identification service](https://datasdk.ai/use-cases/plan-a-white-label-identification-service): Discuss a service clients can understand without an extra brand handoff. [Markdown](https://datasdk.ai/use-cases/plan-a-white-label-identification-service.md)
- [Keep client reporting boundaries clear](https://datasdk.ai/use-cases/keep-client-reporting-boundaries-clear): Protect client separation while making reports easier to review. [Markdown](https://datasdk.ai/use-cases/keep-client-reporting-boundaries-clear.md)
- [Review an agency's own inbound audience](https://datasdk.ai/use-cases/review-an-agency-s-own-inbound-audience): Focus new-business research on relevant organizations. [Markdown](https://datasdk.ai/use-cases/review-an-agency-s-own-inbound-audience.md)
- [Prepare a board-level marketing summary](https://datasdk.ai/use-cases/prepare-a-board-level-marketing-summary): Translate company data into a defensible marketing discussion. [Markdown](https://datasdk.ai/use-cases/prepare-a-board-level-marketing-summary.md)
- [Scope a client identification trial](https://datasdk.ai/use-cases/scope-a-client-identification-trial): Agree what a useful trial would demonstrate. [Markdown](https://datasdk.ai/use-cases/scope-a-client-identification-trial.md)
- [Research manufacturers for industrial software](https://datasdk.ai/use-cases/research-manufacturers-for-industrial-software): Create a research list based on actual operating fit. [Markdown](https://datasdk.ai/use-cases/research-manufacturers-for-industrial-software.md)
- [Screen employers for payroll services](https://datasdk.ai/use-cases/screen-employers-for-payroll-services): Avoid researching employers outside the service's practical scope. [Markdown](https://datasdk.ai/use-cases/screen-employers-for-payroll-services.md)
- [Find relevant buyers for logistics services](https://datasdk.ai/use-cases/find-relevant-buyers-for-logistics-services): Focus research on shippers your operation may be able to serve. [Markdown](https://datasdk.ai/use-cases/find-relevant-buyers-for-logistics-services.md)
- [Research potential wholesale customers](https://datasdk.ai/use-cases/research-potential-wholesale-customers): Build a shortlist of retailers or resellers that fit the range. [Markdown](https://datasdk.ai/use-cases/research-potential-wholesale-customers.md)
- [Identify research targets for managed IT](https://datasdk.ai/use-cases/identify-research-targets-for-managed-it): Find businesses worth a service-fit review. [Markdown](https://datasdk.ai/use-cases/identify-research-targets-for-managed-it.md)
- [Review audience fit for cybersecurity services](https://datasdk.ai/use-cases/review-audience-fit-for-cybersecurity-services): Choose businesses for responsible fit research. [Markdown](https://datasdk.ai/use-cases/review-audience-fit-for-cybersecurity-services.md)
- [Research employers for recruitment services](https://datasdk.ai/use-cases/research-employers-for-recruitment-services): Use a matched business as the starting point for hiring research. [Markdown](https://datasdk.ai/use-cases/research-employers-for-recruitment-services.md)
- [Find relevant firms for accounting services](https://datasdk.ai/use-cases/find-relevant-firms-for-accounting-services): Research companies that fit the practice's delivery model. [Markdown](https://datasdk.ai/use-cases/find-relevant-firms-for-accounting-services.md)
- [Research commercial cleaning prospects](https://datasdk.ai/use-cases/research-commercial-cleaning-prospects): Focus research on organizations with relevant sites in reach. [Markdown](https://datasdk.ai/use-cases/research-commercial-cleaning-prospects.md)
- [Review buyers for employee training](https://datasdk.ai/use-cases/review-buyers-for-employee-training): Prepare relevant training conversations instead of generic pitches. [Markdown](https://datasdk.ai/use-cases/review-buyers-for-employee-training.md)
- [Research agencies for design software](https://datasdk.ai/use-cases/research-agencies-for-design-software): Find businesses whose published work suggests a relevant product fit. [Markdown](https://datasdk.ai/use-cases/research-agencies-for-design-software.md)
- [Find relevant firms for procurement software](https://datasdk.ai/use-cases/find-relevant-firms-for-procurement-software): Choose research targets based on practical process fit. [Markdown](https://datasdk.ai/use-cases/find-relevant-firms-for-procurement-software.md)
- [Review audience fit for commercial insurance](https://datasdk.ai/use-cases/review-audience-fit-for-commercial-insurance): Screen business relevance before any needs assessment. [Markdown](https://datasdk.ai/use-cases/review-audience-fit-for-commercial-insurance.md)
- [Research organizations for coworking sales](https://datasdk.ai/use-cases/research-organizations-for-coworking-sales): Identify businesses worth a location-fit review. [Markdown](https://datasdk.ai/use-cases/research-organizations-for-coworking-sales.md)
- [Find distributors for a manufacturer](https://datasdk.ai/use-cases/find-distributors-for-a-manufacturer): Identify partnership research targets from relevant company visits. [Markdown](https://datasdk.ai/use-cases/find-distributors-for-a-manufacturer.md)
- [Research companies for translation services](https://datasdk.ai/use-cases/research-companies-for-translation-services): Look for publicly supported reasons a business might need language services. [Markdown](https://datasdk.ai/use-cases/research-companies-for-translation-services.md)
- [Review prospects for B2B payment software](https://datasdk.ai/use-cases/review-prospects-for-b2b-payment-software): Research whether the offer fits how the company serves other businesses. [Markdown](https://datasdk.ai/use-cases/review-prospects-for-b2b-payment-software.md)
- [Research software companies for developer tools](https://datasdk.ai/use-cases/research-software-companies-for-developer-tools): Find companies worth technical-fit research without guessing their stack. [Markdown](https://datasdk.ai/use-cases/research-software-companies-for-developer-tools.md)
- [Add company identification to a CRM product](https://datasdk.ai/use-cases/add-company-identification-to-a-crm-product): Plan a feature that puts company context beside the account record. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/add-company-identification-to-a-crm-product.md)
- [Add a branded visitor view to an agency portal](https://datasdk.ai/use-cases/add-a-branded-visitor-view-to-an-agency-portal): Plan a single branded place for clients to review visiting businesses. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/add-a-branded-visitor-view-to-an-agency-portal.md)
- [Build a company-fit review queue](https://datasdk.ai/use-cases/build-a-company-fit-review-queue): Plan a workflow that turns records into explicit accept-or-skip decisions. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/build-a-company-fit-review-queue.md)
- [Add company context to a marketing dashboard](https://datasdk.ai/use-cases/add-company-context-to-a-marketing-dashboard): Plan a view that explains which company segments appear in the matched sample. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/add-company-context-to-a-marketing-dashboard.md)
- [Offer identification in a website-builder product](https://datasdk.ai/use-cases/offer-identification-in-a-website-builder-product): Plan identification as a clearly explained optional website capability. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/offer-identification-in-a-website-builder-product.md)
- [Build a tenant-safe company lookup service](https://datasdk.ai/use-cases/build-a-tenant-safe-company-lookup-service): Plan company lookup around authorized customer contexts. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/build-a-tenant-safe-company-lookup-service.md)
- [Design a graceful no-match experience](https://datasdk.ai/use-cases/design-a-graceful-no-match-experience): Avoid misleading users with guessed names or stale company cards. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/design-a-graceful-no-match-experience.md)
- [Plan a retry-safe enrichment workflow](https://datasdk.ai/use-cases/plan-a-retry-safe-enrichment-workflow): Design safer retries before connecting company data to actions. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/plan-a-retry-safe-enrichment-workflow.md)
- [Design company data permissions](https://datasdk.ai/use-cases/design-company-data-permissions): Plan access around customer roles and actual workflow needs. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/design-company-data-permissions.md)
- [Plan a white-label reseller package](https://datasdk.ai/use-cases/plan-a-white-label-reseller-package): Define a product offer whose scope can be confirmed before sale. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/plan-a-white-label-reseller-package.md)
- [Add a company research link to product records](https://datasdk.ai/use-cases/add-a-company-research-link-to-product-records): Plan a small feature that helps users verify a business themselves. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/add-a-company-research-link-to-product-records.md)
- [Design a bounded company-data cache](https://datasdk.ai/use-cases/design-a-bounded-company-data-cache): Plan faster repeated work while preserving customer boundaries. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/design-a-bounded-company-data-cache.md)
- [Connect identification to a customer-defined workflow](https://datasdk.ai/use-cases/connect-identification-to-a-customer-defined-workflow): Plan explicit user control over research and review steps. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/connect-identification-to-a-customer-defined-workflow.md)
- [Build a company-record quality panel](https://datasdk.ai/use-cases/build-a-company-record-quality-panel): Plan a record view that makes missing information easy to handle. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/build-a-company-record-quality-panel.md)
- [Plan an export for approved company research](https://datasdk.ai/use-cases/plan-an-export-for-approved-company-research): Design an export with useful fields and clear ownership. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/plan-an-export-for-approved-company-research.md)
- [Prepare an AI company research brief](https://datasdk.ai/use-cases/prepare-an-ai-company-research-brief): Plan concise briefs tied to a matched company domain. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/prepare-an-ai-company-research-brief.md)
- [Classify company fit with evidence](https://datasdk.ai/use-cases/classify-company-fit-with-evidence): Plan a reviewable explanation of how a company meets user-defined criteria. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/classify-company-fit-with-evidence.md)
- [Suggest questions for a discovery call](https://datasdk.ai/use-cases/suggest-questions-for-a-discovery-call): Plan questions grounded in the company's business rather than guesses about the visitor. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/suggest-questions-for-a-discovery-call.md)
- [Summarize a company's public product](https://datasdk.ai/use-cases/summarize-a-company-s-public-product): Plan a source-linked product summary that saves manual reading. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/summarize-a-company-s-public-product.md)
- [Draft an internal account handoff](https://datasdk.ai/use-cases/draft-an-internal-account-handoff): Plan a handoff that explains fit and the recommended review owner. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/draft-an-internal-account-handoff.md)
- [Check a generated brief for unsupported claims](https://datasdk.ai/use-cases/check-a-generated-brief-for-unsupported-claims): Plan a verification pass before people rely on the brief. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/check-a-generated-brief-for-unsupported-claims.md)
- [Research a possible parent-company relationship](https://datasdk.ai/use-cases/research-a-possible-parent-company-relationship): Plan an evidence-backed relationship check before combining accounts. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/research-a-possible-parent-company-relationship.md)
- [Prepare industry-specific account context](https://datasdk.ai/use-cases/prepare-industry-specific-account-context): Plan a short explanation of the company's business model and relevant questions. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/prepare-industry-specific-account-context.md)
- [Prioritize a human research queue](https://datasdk.ai/use-cases/prioritize-a-human-research-queue): Plan transparent sorting rules instead of opaque intent claims. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/prioritize-a-human-research-queue.md)
- [Create a company-data quality checklist](https://datasdk.ai/use-cases/create-a-company-data-quality-checklist): Plan checks that stop incomplete records from triggering unreliable actions. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/create-a-company-data-quality-checklist.md)
- [Generate a source-linked weekly research digest](https://datasdk.ai/use-cases/generate-a-source-linked-weekly-research-digest): Plan a digest that highlights useful research without repeating every visit. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/generate-a-source-linked-weekly-research-digest.md)
- [Test an agent against difficult company records](https://datasdk.ai/use-cases/test-an-agent-against-difficult-company-records): Plan an evaluation that catches invented facts and unsafe actions. Planned API workflow. [Markdown](https://datasdk.ai/use-cases/test-an-agent-against-difficult-company-records.md)
