# Common Room Prospector — Usage Guide ## The Two Object Types (Critical) Never conflate these — they have different fields and filter sets. | | `ProspectorOrganization` (Net-New) | `Organization` (Already in CR) | |---|---|---| | **Source** | Common Room's external data graph | CR workspace (full enrichment + signal history) | | **Available fields** | Company name, domain, size, industry, capital raised, revenue, location | Everything — signals, scores, CRM data, RoomieAI, community activity | | **Available filters** | Firmographic and technographic only | All firmographic plus signal-based, score-based, segment-based, and CRM filters | | **Use for** | Territory planning, top-of-funnel list building | Prioritizing warm accounts, expansion candidates, intent signals | ## Deciding Which Object Type to Use | User says... | Likely object type | |-------------|-------------------| | "Which of my accounts are showing buying signals?" | `Organization` | | "Find fintech companies in London I haven't talked to" | `ProspectorOrganization` | | "Find new companies matching our ICP" | `ProspectorOrganization` | | "Show accounts that haven't engaged in 90 days" | `Organization` | | Ambiguous — could apply to both | Ask: "Are you looking for net-new companies, or filtering accounts already in your workspace?" | ## Iterative Refinement - Start with the user's initial criteria - For large results (50+), return count first: "I found 500 results. Want to narrow by size or tech stack?" - Accept follow-up refinements as filter adjustments — not a fresh search - Suggest relaxing criteria if results are fewer than 5 ## Common Pitfalls - **Conflating object types** — Never mix ProspectorOrganization and Organization results in the same list. - **Not scoping to "My Segments"** — When querying Organization records, scope to the user's segments by default. - **Over-filtering** — If under 5 results, suggest relaxing one criterion.