A cloud intelligence dataset reporting the cloud products, providers, data centers, application traffic, and estimated cloud spend of companies worldwide.
Software capabilities Cloud Spend Estimates Category Spend Breaks a company's estimated spend into product categories and shows how each category splits across providers. Company Spend Estimate Estimates how much a company spends per month on its cloud infrastructure. Provider Application Drilldown Shows which of a company's applications run on a selected provider when that provider is opened from the spend breakdown. Spend Tiers Expresses spend as tiers in Smart Lists and report exports so accounts of similar spend magnitude group together.
Company Reports Company Digital Footprint Attributes every domain, website, and application a company operates, including subsidiaries sharing its infrastructure, to one company entity. Company Report Presents a single company's detected cloud products, providers, spend, and traffic on one report page. Hostnames Lists the hostnames a given service is deployed on for a company, showing how that service is used. Provider Entities Represents cloud software vendors as provider entities that are navigable separately from the companies buying from them.
Data Center Intelligence Data Center Location Reports the specific data center location where a company purchases storage. Data Center Service Type Reports the type of service a company uses a given data center for, such as content delivery. Data Center Traffic Volume Reports the volume of traffic a company runs through a given data center. On-Premise Hosting Detection Identifies whether a company runs on-premise data center hosting.
Product Detection Product Categories Sorts tracked products into WAF/DDoS security, online video platform, content delivery, hosting, DNS, performance monitoring, traffic management, and SaaS categories. Products Tracked Monitors more than 16,000 distinct IaaS, PaaS, and SaaS products deployed in the cloud or on premises worldwide. Real-time infrastructure analysis Analyzes a company's digital infrastructure on demand when the dataset has no data for that site or company, returning results to the user typically within five minutes.
Traffic & Performance Application Traffic Reports an absolute company-level measure of the demand a company's domains, websites, and mobile applications receive. Average Ping Reports the response time in milliseconds an application exhibits for users in a specific location. Domain Rank Ranks a company's worldwide application popularity by combining the ranks of every domain it owns into one company-level value.
Data Delivery Advanced Account Scoring Dataset Supplies a company signal dataset that customers merge with their own training data to build predictive go-to-market models. CSV Export Exports Smart Lists and imported list enrichments to CSV.
Smart Lists & List Enrichment Imported List Enrichment Enriches a customer-supplied company list with HG Cloud Dynamics spend and product data. Smart Lists Builds lists of net new companies from HG Cloud Dynamics criteria such as data center location and spend.
A Salesforce managed package built on the Lightning Data Platform that matches Accounts and Leads to HG companies and appends technographic, firmographic, and IT spend records inside the org.
Software capabilities HG Data Objects Confidence Score Scores how likely a product is in use at a company today based on when its signals were last detected. Firmographic Fields Provides company name, URL, city, state, country, industry, sub-industry, employee range, and revenue range for a matched company. HG Data Technology for Leads Object Stores each detected product install for a Lead as a lookup child record of the Lead. HG Data Technology Object Stores each detected product install for an Account as a master-detail child record of the Account. HG Global Entity Object Stores the matched company's firmographics and its alternate company names on a dedicated Salesforce object. HG IT Lead Spend Object Stores IT spend category amounts for a matched Lead. HG IT Spend Object Stores IT spend category amounts for a matched Account. Inactive Flag Marks a technology record as inactive when HG removes the underlying technology hit. Intensity Counts the total number of dates verifying the installation of a product at a company. Product, Vendor & Category Taxonomy Assigns each tracked product to a vendor, a category, and a parent category so enrichment can be selected at the product level. Static IDs Provides unchanging product, vendor, category, parent category, attribute, and product hit identifiers so reports keep resolving after names change. Technology Record Fields Provides product, vendor name, product category, product category parent, product attributes, and date last verified on each technology record.
Account & Lead Matching Account Matching Passes Matches Account records to HG companies across website and city, account name and city and state, website and state, and website passes. Alias Domain Matching Matches records whose domain is a known alias of a company's primary domain to that company. Automatic Rematch on Update Rechecks a record for a match automatically when one of its matching fields changes. Continuous Cleaning Checks every Account and Lead for new HG data every 14 days. Full Match & Append Rerun Forces a re-match and re-enrichment of every Account or Lead by deactivating and reactivating a Data Integration Rule. Lead Matching Passes Matches Lead records to HG companies across email and city, company and city, email and state, and email passes. Match Field Mapping Edits which Salesforce fields a Data Integration Rule uses when matching Accounts and Leads to HG profiles.
Licensing & Entitlements Credit Permission Sync Checks for updated Discover Companies credit entitlements from the HG Settings page. HG Settings Page Provides an in-Salesforce settings page for checking and refreshing HG entitlements without waiting for the scheduled refresh. License Management Adds and removes Salesforce users from the HG Insights package license list that governs who can see HG data. Lightning Data Purchase Assignments Sets a per-user import credit limit or grants access up to the org limit for Discover Companies imports. Product Entitlement Selection Selects which of HG's tracked products are licensed for enrichment in the org, starting from as few as five products. Spend Permission Sync Checks for updated IT spend entitlements from the HG Settings page and lists the spend categories the org may use. Technology Permission Sync Checks for updated technology entitlements from the HG Settings page.
Lightning Data Delivery Append-Only Enrichment Appends HG Data Technologies records without modifying existing account or lead data. Bypass Triggers Setting Skips Salesforce triggers when HG Data Technologies records are updated. Bypass Workflow Rules Setting Skips Salesforce workflow rules when HG Data Technologies records are updated. Data Integration Rules Controls the flow of HG data into an org through six activatable rules covering global entities, installed technology, and IT spend for Accounts and Leads. Lightning Data Platform Delivery Delivers HG data through Salesforce's Lightning Data Platform so matching and delivery run on Salesforce infrastructure without consuming API calls. Preserve Last-Modified Setting Leaves the last-modified information unchanged when HG Data Technologies records are updated. Update All Records Setting Enriches every account record under a Data Integration Rule and activates continuous enrichment.
IT Spend Intelligence Communications Spend Categories Reports external communications spend across fixed voice, fixed data, mobile services, and satellite communications services. External IT Budget Fields Reports the total external IT budget for the latest budget year split into hardware, software, services, and communications spend. Hardware Spend Categories Reports external hardware spend across client computing, network infrastructure, and security hardware segments and their sub-segments. IT Spend Intelligence in Salesforce Delivers a matched company's forward-looking IT budget onto Salesforce records across more than 130 granular categories. Services Spend Categories Reports external services spend across application-led outsourcing, infrastructure-led outsourcing, and their constituent service lines. Software Security Spend Categories Reports software security spend across identity and access management, information and threat management, and vulnerability management segments.
Discover Companies Search Discover Advanced Search Searches within specific Discover Companies columns rather than across all of them. Discover Companies Search Searches HG companies by technographics and firmographics from inside Salesforce to find prospects not yet in the org. Discover Faceted Search Narrows Discover Companies results with checkbox filters on technographic and firmographic facets, treating multiple selections in one facet as an OR. Discover Org Status Flag Flags each Discover Companies result as new, already in Salesforce, or previously imported through Discover Companies. Discover Text Search Searches across every Discover Companies field and column with a general text query.
Field Routing & Triggers Auto-Mapped Routing Fields Maps alternate URL, global entity ID, match company ID, and URL to Salesforce fields by default while leaving the mapping editable. Global Entity Field Routing Routes a selected HG Global Entity field into a chosen standard or custom field on the Account or Lead. HG Trigger Settings Activates the package's trigger settings so data stays current and records are rematched after changes. Inactive Record Cleanup Automatically deletes HG technology records marked inactive once the function is enabled for an organization. Keep or Overwrite Routing Chooses whether a routed field keeps the existing Salesforce value or overwrites it.
Record Page Display Account Technologies Related List Adds the HG Insights Technologies related list to an Account page layout with a selectable set of display fields and sort order. Lead Technologies Related List Adds the HG Insights Technologies for Leads related list to a Lead page layout with a selectable set of display fields. Visualforce Pages Displays a matched company's tech stack and forecasted IT spend on Account, Lead, Contact, and Opportunity records. Visualforce Search and Sort Searches and sorts a company's tech stack and IT spend inside the Visualforce page to check for a specific technology.
Reporting & Assessment Data Assessment Tool Previews the match rate for up to 30 selected technologies against Accounts or Leads and emails the requester when the run finishes. Match Rate Metrics Shows match rates for active integration rules through Salesforce Data Integration Metrics. Net New Account Report Builds a Salesforce Account report of records created through Discover Companies by filtering on the Account Source field.
Discover Companies Import Account Source Attribution Stamps Accounts created through Discover Companies with an HG value in the standard Account Source field. Discover Account Import Imports up to 25 selected companies at a time into Salesforce as Account records.
Technographic Scoring Score Roll-Up Filter Criteria Restricts a technographic roll-up to technology records above a chosen confidence score. Technographic Account Score Builds an account score by summing per-technology formula values from HG technology records into a roll-up summary field on the Account.
A REST API that returns firmographic, technographic, IT spend, intent, and other B2B company intelligence data on demand.
Software capabilities Company Enrichment AI Maturity Data Returns a company's composite AI readiness score, global rank, six-month score delta, data maturity level, cloud intensity by provider, and GenAI buying-intent score. AI Spend Enrichment Returns a company's estimated AI-specific spend broken down by category, as a distinct field group of the enrich endpoint separate from general IT spend. Bulk Enrichment Enriches up to 25 companies per request by HG ID or domain, enabling batch processing of large company lists. Cloud Maturity Data Returns a company's cloud product counts by provider (AWS, Azure, GCP), the cloud share of its current and newly-added technology stack, and stack growth trend, as a field group of the enrich endpoint. Contracts in Enrich Returns technology contract records for a company as a field group of the enrich endpoint, including vendor, deal value, dates, and active status. Enrichment Cost Estimate Previews the credit cost of an enrichment request without consuming credits or returning data. Enrichment Summary Statistics Returns aggregated summary statistics across a company's technology stack, spend, contracts, and employee data as a field group of the enrich endpoint. Firmographics Enrichment Returns a company's name, domain, location, industry classification, revenue, employee counts, and rankings via the enrich endpoint. IT Spend Enrichment Returns estimated IT spend for a company broken down by technology category. Market Benchmarks Returns peer-group percentile benchmarking for a company's IT spend, technology stack, and cloud adoption against similar organizations, as a field group of the enrich endpoint. Technographics Enrichment Returns a company's technology installations, including products, vendors, categories, install dates, and usage intensity. Technographics Filtering Narrows technographics results by vendor, product, category, product attribute, and last-verified date, using either names or IDs.
Platform Access & Tooling API Key Authentication Authenticates requests with a self-serve `hg_v2_`-prefixed API key generated from the admin portal and passed as a bearer token. Interactive Try-it Console Provides a built-in console on every endpoint page for entering an API key, editing a request body, and viewing the live response in the browser. Legacy v1 API Keeps the original v1 endpoints available for existing integrations until sunset on September 1, 2026 -- separate calls for company match, company search, firmographics (single and batch), technographics installs, IT spend, functional area intelligence, intent, and catalog lookups, each duplicated across multiple tag groupings in the reference docs. MCP Compatibility Exposes company data as tools callable by MCP-compatible agents, via an official HG MCP server (early access) or a custom-built MCP server. OpenAPI Spec Download Publishes downloadable OpenAPI specs for v1 and v2 for import into tools such as Postman. Rate Limiting Limits all endpoints to 25 requests per second, counted per request rather than per company, and returns rate-limit status headers on every response. Strict Request Validation Rejects requests containing unknown or misplaced body keys with a 400 response and a precise field pointer instead of silently ignoring them. Structured Error Responses Returns a consistent JSON error structure with title, detail, and field pointer across all error types and standard HTTP status codes.
Intent Signals HG Contextual Intent Topics Returns topic-based intent signals derived from web content consumption across 4,000+ B2B topics, contextualized against a company's known tech stack. Intent Cost Estimate Previews the credit cost of an intent enrichment request, broken down by topics and activities, without consuming credits. Search Companies by Intent Finds companies with active intent signals matching topic, context type, signal score, or buyers-journey criteria via the company search endpoint. TrustRadius Buyer Activities Returns first-party buyer behavior signals from the TrustRadius review platform, such as product page views and competitor comparisons.
Contacts Contact Enrich Returns contact details such as email and phone for up to 20 contacts per request by contact ID. Contact Enrich Estimate Previews the credit cost of a contact enrichment request without consuming credits or returning data. Contact Search Finds contacts across companies filtered by company, job function, seniority, location, and time in current role.
Credits & Billing Credit Balance Check Returns the account's current credit balance, contract dates, and data entitlements via a dedicated endpoint. Credit Usage Dashboard Shows credit balance and usage history in the admin portal and lets customers request additional credits. Per-Contract Credit Usage Model Charges credits the first time a company is enriched within a 12-month contract period and returns re-enrichments of that company free until the contract renews; /intent/enrich is exempt and consumes credits on every call.
Company Discovery Company Match Resolves companies to HG records by name, domain, and/or country, returning ranked matches for up to 10 companies per request. Company Search Discovers companies across the full database using firmographic, technographic, spend, intent, AI/cloud maturity, and corporate-hierarchy filters, capped at 25,000 results per query.
Contracts Contract Search Searches and filters technology contract records across companies by vendor, category, deal value, dates, signing country, and active status. Contract Search Estimate Previews the credit cost of a contract search request without consuming credits or returning data.
Corporate Hierarchy Corporate Hierarchy Returns a company's corporate tree — global headquarters, parents, and subsidiaries — as a nested tree or flat list, with traversal and filtering controls. Hierarchy Cost Estimate Previews the credit cost of a corporate hierarchy request without consuming credits or returning data.
Functional Area Intelligence FAI Cost Estimate Previews the credit cost of a Functional Area Intelligence request without consuming credits or returning data. Functional Area Intelligence Returns each department, role, and location where a given product is used at a company, along with decision-maker and influencer job titles.
Catalog & Reference Data Catalog Lookup Browses and searches reference and taxonomy data -- vendors, products, categories, attributes, industries, geographies, intent topics, job functions/seniorities, FAI departments, and spend categories -- with name search, multi-field filtering, sorting, relevance ranking, and pagination.
HG Insights' connector that syncs enriched company data into a user's HubSpot account through OAuth, matching records and syncing firmographics on a schedule or manually.
Software capabilities Connection & Setup Delete Integration Removes a connected HubSpot integration from the HG Platform. HubSpot OAuth Connection Connects a HubSpot account to the HG Platform through a HubSpot OAuth flow that installs the app during authorization. Multiple Integrations Connects and manages more than one HubSpot integration from a single HG Platform account. Production or Sandbox Selection Designates whether an integration targets a production or a sandbox HubSpot organization.
Company Matching Company Record Matching Matches HubSpot Company records to HG companies using company domain name, company name, and country or region. Match Source Property Preservation Reads the standard HubSpot properties used for matching without changing or overwriting them. Match Status Properties Writes HG ID, HG Match Status, and HG Match Date properties onto the HubSpot Company object.
HubSpot Properties Automatic Property Management Creates and deletes the HubSpot Company properties the integration needs based on the current configuration, with no manual property setup. Firmographic Properties Writes HG company name, URL, city, state, country, employee count, revenue, and industry onto HubSpot Company records. Product Install Properties Creates date last verified, date first verified, intensity, and locations properties named after each selected product on the Company object.
Sync Configuration Firmographic Sync Setting Enables firmographic data in Sync Settings so it is written to HubSpot Company records. Product Selection Selects which technology products are sent to the connected HubSpot account.
Sync Execution Manual Sync Starts an immediate sync of a connected HubSpot integration with the Sync HubSpot button. Nightly Sync Refreshes HubSpot records with HG data automatically every day at 5 AM UTC.
HubSpot-Native Usage HG Properties in HubSpot Tools Exposes HG properties as standard HubSpot Company properties that can be placed in record cards, used in reporting, and used in automations.
HG Insights' data platform that serves firmographic, technographic, install, intent, and functional-area intelligence on companies through authenticated lookups and AI-powered chat.
Software capabilities Data Intelligence Tools Company AI Maturity Returns a company's raw AI and data maturity scores, rank, six-month change, GenAI buying intent, and per-provider cloud intensity without derived stage labels. Company Cloud Spend Retrieves a company's cloud vendor footprint, traffic distribution, and cloud infrastructure detections from Intricately. Company Contracts Lookup Retrieves ICT outsourced contract intelligence for a company, including Global System Integrator relationships and deal values. Company Firmographic Lookup Retrieves firmographic details for a company, including industry, employee count, revenue, and location, by domain or company ID. Company Government Opportunities Finds open federal solicitations where a specific company is the incumbent contractor or a likely bidder. Company Government Relationships Shows prime and subcontractor relationships for a company from federal subaward data on USAspending.gov. Company Hierarchy Lookup Traverses a company's corporate hierarchy tree to return subsidiaries, the full Group HQ family, or the ancestor chain up to the GHQ. Company Install Time Series Retrieves a monthly technology-installation intensity time series for a company's products over a configurable time window. Company Intent Signals Retrieves buyer intent signals and scoring for a specific company from TrustRadius over a configurable date range. Company Operating Signals Retrieves operating and GenAI-maturity signals for a company derived from media mentions, such as cloud posture and AI trajectory. Company Search Searches the company universe by technology installs, firmographic criteria, and geography with AND/OR technology matching. Company Spend Analysis Analyzes a company's IT spending patterns across hardware, software, services, and communications categories. Company Technographic Lookup Retrieves a company's technology stack, including installed products, vendors, and usage intensity by location. Contact Enrichment Enriches contacts with email, phone, social profiles, and employment history by contact ID, name, or LinkedIn URL, treating a record carrying no identity signal as a no-match. Contact Search Searches for contacts at a company by job title, seniority, and location without consuming credits. Customer Data Explore (Snowflake) Discovers schemas, tables, columns, and sample rows in a customer's connected Snowflake data warehouse. Customer Data Query (Snowflake) Runs read-only SQL SELECT queries against a customer's connected Snowflake data, enabling enrichment alongside HG Insights data. Federal Contract Search Searches USAspending.gov for federal contract awards by agency, NAICS code, value, date range, and set-aside type. Functional Area Intelligence Lookup Retrieves departmental technology usage data showing which functional areas of a company use specific products. Government Opportunity Search Searches SAM.gov for open federal solicitations, including RFPs, RFQs, presolicitations, and sources sought. HG Data Warehouse Catalog Discovers available tables, columns, data types, and row counts in the HG Insights data warehouse before writing queries. HG Data Warehouse Query Executes read-only SQL SELECT queries against the HG Insights data warehouse across technographic, intent, and spend tables. Industry Taxonomy Lookup Resolves and cross-references industry names and codes across the HG industry, NAICS 2012, and SIC 1987 taxonomies. Intent by Product Category Retrieves aggregated buyer intent signals and account rollups across companies for a given product category. Product Attribute Catalog Searches and resolves HG Insights product attributes by name or id via get_product_attribute; requires at least one filter and no longer lists all attributes without one. Product Catalog Search & Enrich Searches the HG Insights product catalog by name, vendor, category, or attributes, and hydrates matched product IDs with full details. Product Category Catalog Searches and resolves HG Insights product categories by name, tree path, code, or id via get_product_category; requires at least one filter and no longer enumerates the full category list without one. Product Information Lookup Retrieves comprehensive product information including pricing, competitors, integrations, and TrustRadius ratings. Product Review Lookup Retrieves customer reviews and ratings for a product from TrustRadius with filtering by date range and rating. SEC Filing Section Extraction Extracts specific sections from SEC 10-K, 10-Q, or 8-K filings, returning cleaned text for analysis. SEC Full Text Search Searches within SEC filing content for specific terms or phrases using boolean operators, wildcards, and exact-phrase matching. Vendor Lookup Looks up vendor metadata and associated products in the HG Insights taxonomy by vendor ID or fuzzy name match via get_vendor_information, or browses vendors filtered by category via a dedicated list_vendors tool. Web Search Performs real-time web searches with optional advanced extraction and raw page content, restrictable to an allowed-domains list and cappable by result content length, for supplemental research.
Admin & User Management Admin Audit Log Records every privileged admin action with actor, target, and action-specific metadata for auditing and compliance review. Admin Consumption by API Key Attributes credit consumption to individual API keys with a per-tool breakdown, including keys that have since been deleted or rotated. Admin Consumption Reporting Reports organization consumption with per-user windows up to 366 days, per-key detail including deleted-key name recovery, and lifetime usage and key counts per person. Admin Integration Configuration Lets org admins list, activate, rotate, and remove third-party integration credentials programmatically without touching the webapp. Admin Invite User Invites a new user to an organization with a specified role via a magic-link email, idempotently avoiding duplicate invitations. Admin List API Keys Inventories every API key in an organization with owner, scope, and last-used timestamp, showing only a key prefix rather than the raw key. Admin List Users Lists an organization's active members and pending invitations with role, status, API key count, and lifetime credit consumption. Admin Remove User Removes a user from an organization and revokes their API keys and OAuth tokens for that org, guarding against removing the last admin or the owner. Credit Limit Enforcement Enforces a shared organization credit limit with hard or soft modes, email alerts at 50/75/90/100%, and free lookups plus cached answers exempt from hard blocking. Organization Branding Profiles Lets an organization maintain color profiles, extract colors from a website domain, and set one default that agents use to brand their output.
AI Agents ABM List Builder Agent Builds a targeted account list from marketing criteria such as technology, industry, geography, and revenue. Account Research Brief Agent Orchestrates firmographic, technographic, spend, and contact tools to generate a comprehensive HTML account research brief. Agent Run Management Lets any member build, run and monitor agents, with artifacts retained and downloadable, run logs visible, and artifact deletion reserved for admins. Agents Streaming Chat Streams interactive agent chat output and tool-call events over Server-Sent Events for real-time chat interactions. Buying Committee Mapper Agent Identifies buying-committee stakeholders at an account, assigns buying roles, and produces persona-specific engagement strategies. Campaign Account Scorer Agent Scores and ranks target accounts for ABM campaigns using firmographic fit and buyer intent signals. Campaign Contact Finder Agent Finds decision-maker contacts matching a target persona at each account in a list for ABM outreach. Campaign Email Drafter Agent Drafts a personalized outreach email for a contact grounded in account research data such as tech stack and spend. Cold Email Icebreaker Agent Generates a personalized 7-email cold outreach sequence for a contact using deep research on the person and their company. POV Trigger Analyst Agent Identifies timely buying triggers from financial filings and earnings calls and produces a ranked POV-framework sales brief.
Integrations & Marketplace Apollo Contact Integration Integrates with Apollo contact data to power the contact search and contact enrichment tools. Data.gov / SAM.gov Integration Integrates with SAM.gov and USAspending.gov to power federal contract and opportunity search tools. HG Insights v2 Core Integration Provides the core HG Insights v2 credential that powers company enrichment, search, and data-warehouse tools. Integrations Marketplace Provides a marketplace UI and workflow for organizations to discover, configure, and credential third-party data integrations. Intricately (Cloud Dynamics) Integration Integrates with Intricately's sensor network to power the company cloud spend and vendor footprint tool. Microsoft Teams Integration Connects a Microsoft Teams tenant to Phoenix via an Azure Bot resource and Microsoft Entra ID app registration, so OttoBot can respond to team messages in that workspace. SEC API Integration Integrates with a SEC filings API to power filing section extraction and full-text search tools. Slack Integration Connects a Slack workspace to Phoenix, via OttoBot's Slack app manifest and bot/app-level OAuth tokens, so OttoBot can respond to team messages in that workspace. Snowflake Integration Connects a customer's Snowflake data warehouse via password or key-pair authentication so agents can query first-party data alongside HG Insights enrichment. TrustRadius Integration Integrates with TrustRadius to power intent signals, product information, and product review lookup tools.
Client Connectivity & API Platform MCP Client Compatibility Supports a broad set of MCP clients, including Cursor, Claude Code, Cline, VS Code Copilot, Windsurf, n8n, Claude Desktop, Claude.ai, ChatGPT, and AWS QuickSuite. MCP Response Caching Caches tool responses in an org-scoped bucket per tool and MCP version for 1-30 days by tool, serving repeat requests at zero credits with 6-hour negative caching on no-coverage answers. MCP Server Endpoint Exposes an MCP server over Streamable HTTP and SSE transports so AI clients can discover and call Phoenix tools. MCP Tool Rate Limiting Enforces 1,000 tool calls per minute and 20 calls per second per organization, shared across all of the organization's API keys, returning 429 with Retry-After when exceeded. MCP tools next channel Publishes the Phoenix MCP tool catalog under explicit versions: a stable v1 index and a v2 preview of 63 tools with batch-only company selection and snake_case parameters, each version carrying a generated per-tool reference, a machine-readable spec.json and a v1-to-v2 changelog. MCP UI Resources Provides MCP resources with UI component templates, such as company cards and technology-stack visualizations, for rich client integrations. Power Automate Connector Exposes a Swagger 2.0 REST facade over the MCP tool catalog so Phoenix tools work as actions in Power Automate, Copilot Studio, and Power Apps. REST Agents API Exposes a REST API surface for listing agents, starting runs, checking status, and retrieving artifacts and traces, addressing each agent by a snake_case agent ID.
Partner Platform OttoBot embedding Issues scoped embed tokens so OttoBot can run as an iframe inside a customer application, including for users with no Phoenix session, and can attribute a token to a named end user who is already a member of the organization. Partner Skill Submission Lets a partner organization submit a reusable markdown-based skill module with a tool allowlist for catalog review. Partner Submission Listing Lists and retrieves partner skill and workflow submissions through the admin MCP tools admin_list_submissions and admin_get_submission, available to admin-scoped API keys. Partner Submission Review Gate Runs the full publish gate combining lint, sandbox execution, and AI safety review, and autopublishes submissions that pass all three to the catalog. Partner Submission Sandbox Testing Executes a partner submission in an isolated sandbox with sample inputs, returning a trace and final output to surface runtime errors before review. Partner Submission Validation Runs structural lint checks and an optional AI-review dry run against a partner submission before it enters the publish gate. Partner Workflow Submission Lets a partner organization submit a prompt-driven, multi-step workflow agent declaring required MCP servers and recommended skills.
AI Safety & Governance Adversarial Red-Team Testing Runs an automated red-team test suite covering jailbreak, injection, encoded-bypass, and extraction scenarios against each release. Execution Tracing Captures run metadata, tool calls, model usage, outputs, and errors for every agent run for auditability and debugging. Output Guardrails Blocks LLM responses that leak internal system tags and flags responses exhibiting suspicious behavioral shifts for review. Prompt Injection Detection Scans inbound prompts for instruction-override, role-hijacking, system-prompt-extraction, and encoded-payload injection patterns before they reach the LLM. Sensitive Data Redaction Recursively redacts credentials, tokens, connection strings, and PII from prompts and traces before they are written to storage. Zero Data Retention LLM Routing Routes LLM calls through providers and routing configuration with training and logging disabled, and supports bringing customer-owned API keys.
Authentication & Access Admin-Scoped API Keys Issues admin-scope keys restricted to org admins that follow the holder's role, demoting to user scope on role loss, alongside read-only OAuth-provisioned system-managed keys. API Key Authentication Authenticates MCP and REST requests using organization-scoped API keys passed via URL path or Bearer header. OAuth 2.1 Authentication Supports an OAuth 2.1 Authorization Code flow with PKCE and dynamic client registration for third-party user-delegated integrations. Secrets Management Creates, lists, reads and deletes named secrets over a REST API, with secret values readable only by administrators.
Automation & Workflows MCP Prompts & Curated Workflows Exposes parameterized MCP prompts that chain multiple tool calls into structured, repeatable GTM research workflows. Signal Subscriptions Watches signal types and posts to HTTPS listener URLs on a cadence, with test fire, secret rotation, enable/disable toggling, and delivery counts. Signal Webhook Delivery Delivers matched signals to a customer-configured webhook URL with retries, exponential backoff, and optional HMAC signing.
Conversational Assistance Guided Onboarding Guides a newly connected user through a two-question setup and runs a live example workflow to reach a useful first result. OttoBot Chat Provides a per-organization AI chat assistant that answers questions grounded in the org's connected data sources. OttoBot Configuration Lets admins edit OttoBot's constitution, manage its sub-agents, review session transcripts by user, and view usage and cost analytics.
HG Insights' main web application for researching companies and generating opportunities by browsing a company's spend, installs, and contracts and filtering and scoring accounts.
Software capabilities Opportunity Generator Buyer's Journey Filter Filters companies by whether their intent signals place them at the researching or evaluating stage. Company Type Filter Restricts results to global headquarters, corporate parents, domestic parents, or all entities. Country Collections Saves reusable named country sets for an organization to apply across lists and segments. Employee Range Filter Restricts results to companies within a designated employee-count range. Geography Filter Includes or excludes companies by geopolitical region, country, or state and province. Global Presence Filter Finds companies by whether they have multi-national hierarchies, hierarchies in specified locations, or no global presence. Industry Filter Includes or excludes defined industries, optionally by SIC or NAICS code. Install Age Filter Restricts product results to installs whose detected signal falls within a defined range, down to the month. Intent Activity Filter Returns companies with intent signals above a chosen score threshold for selected topics. Intent Context Filter Filters companies by whether their intent signals indicate a displacement, whitespace, complementary, or expansion motion. Intent Location Filter Filters companies by the location their intent signals originated from. IT Spend Budget Filter Restricts results to companies whose spend on chosen technology categories falls within a minimum and maximum range. Opportunity Generator Generates targeted company lists from combinable firmographic, IT spend, technographic, and intent filters. Product Attributes Filter Returns companies using products that carry specified attributes, such as AI capabilities. Product Categories Filter Returns companies with detected installs in specified product categories. Product Collections Saves reusable named product sets, or accepts an uploaded product list, for use in filters. Products Filter Returns or excludes companies by the specific products detected at them. Revenue Range Filter Restricts results to companies within a designated revenue range. Saved Searches Saves a named filter set, including uploaded account lists, for reuse across sessions. Scoring Filter Filters companies to a defined range of fit or intent scores from the applied scoring profile. Target Organizations Filter Selects specific companies by company name or URL, optionally returning their entire corporate tree. Uploaded Accounts Filter Restricts a search to the companies matched from an uploaded account list. Vendors Filter Returns companies with detected installs from specified vendors, refinable by number of installations. Whitespace Search Returns companies that lack specified products or that fall outside an uploaded account list.
Account Scoring & ICP Cloud Maturity Scoring Scores companies on the proportion of cloud-deployable products within their detected stack. Custom Account Scoring Builds a scoring profile from scratch by selecting scoring criteria, values, and point allocations. Employee Range Scoring Scores companies on their employee-count range. Fit Score Ranks a company by how closely its firmographic, technographic, spend, and cloud attributes match the scoring profile. Geography Scoring Scores companies on the regions or countries they are headquartered in. Industry Scoring Scores companies on their industry classification. Intent Score Ranks a company by the frequency and depth of its topic-based intent activity. Intent Topic Scoring Scores companies on the minimum intent signal strength they show for a chosen topic. IT Spend Scoring Scores companies on their IT spend within specified technology categories. Product Install Age Scoring Scores companies on how long a specified product has been detected at them. Product Intensity Scoring Scores companies on how intensively they use a specified technology. Product Presence Scoring Scores companies on the presence of specified competitive or complementary products. Products in a Category Scoring Scores companies on how many products they run within a technology category. Quick Start Account Scoring Generates a scoring profile automatically from the statistically common attributes of an input company list. Revenue Range Scoring Scores companies on their annual revenue range. Score Explanation Shows which scoring criteria a company matched to produce its score. Scoring Criteria Tiers Assigns separate point values to ranked tiers within a single scoring criterion. Scoring Weights Sets the relative weight of each criterion within a scoring profile. Vendor Penetration Scoring Scores companies on how many products from a given vendor they run.
Functional Area Intelligence Buyer Role Detection Flags whether decision makers or influencers are present for a product at a department location. FAI by Department Shows the top ten products used by a selected department at a company. FAI by Product Shows the top departments where a selected product is used at a company. FAI Exports Exports FAI department and location rows up to a 400,000 row limit. FAI Refinement Refines product, product category, and vendor filters to installs attributed to a specific department and role. FAI Top Locations Shows up to ten locations for a department or product with signal share and date last verified. Signal Share Reports the percentage of a department's signal strength that comes from one location. Signal Strength Measures how frequently HG detects usage of a product within a department. Usage Share Reports the percentage of a product's usage that comes from a given department.
Technology Installs Install Localization Controls whether install results require the detection to occur in the company's own country. Install Verification Dates Reports the earliest and most recent dates on which a product install was verified at a company. Intensity Scores a company's product usage as the number of unique dates on which an install signal was detected. Product catalog Browses the tracked product universe, with flags for cloud, on-prem, mobile, blockchain and AI robotics products. Product Category Taxonomy Groups detected products into HG-defined categories and category parents. Technology Installs Reports which technology products are detected in use at a company, with product, vendor, category, and attributes. Weighted Intensity Reduces a product's intensity score when a source document mentions several competing products together.
Company Search & Profiles Company Contract Tab Shows the IT contracts HG holds for a company. Company Install Tab Shows the tools and services a company uses, indicating which vendors are established and which are emerging. Company Search Finds a specific company by company name, DUNS, address, location, corporate role, or status. Company Spend Tab Shows a single company's IT spend at five levels of granularity, from overall down to sub-segment. Company Summary Tab Shows a company's description, location, industry, annual revenue, employee count, and corporate structure. Show Installs Across Entire Organization Toggles whether a company profile's install data covers the company's entire corporate tree.
IT Spend Intelligence External and Internal Spend Split Separates a company's IT budget into spend with third-party vendors and spend held internally. IT Spend Model Projects a company's IT spend over the coming 12 months across more than 140 technology categories. Market Intelligence Analyses technology spend and adoption across a market rather than a single company. Market Trends dashboard Charts new product detections and category shifts over time for multi-dimensional market analysis. Spend Category Hierarchy Breaks the external IT budget into hardware, software, services, and communications categories with segment and sub-segment detail. Spend Model Releases Publishes an updated spend model twice a year with revised data inputs, assumptions, and release notes.
Account Matching & Exports Account List Upload Uploads a customer company list to match and enrich against HG records. Company Match Rate Reports the share of an uploaded account list that HG was able to match. Hierarchy Matching Expands matched uploaded accounts to include their entire corporate tree. Library sharing Shares saved collections, searches and files from Settings Library with other users in the account. Platform Exports Exports Platform search results up to a 200,000 row limit.
Intent Buyer's Journey Classifies an intent signal as researching or evaluating. Intent Activity Reports which technology topics a company is researching or evaluating, derived from bidstream signals. Intent Context Classifies an intent signal as a displacement, whitespace, complementary, or expansion motion. Intent Signal Location Reports the location from which an intent signal originated. Intent Signal Strength Scores how strongly a company engages with a given intent topic.
Firmographics & Hierarchy Company Hierarchy Organizes companies into global headquarters, corporate parent, domestic parent, and lower level entity tiers. Firmographics Provides company revenue, employee count, industry classification, address, and hierarchy attributes. GHQ Consolidation Consolidates the multiple legal entities of one organization under a single global headquarters. URL Normalization Treats URL variants of one company as the same company for matching and install attribution.
Contract Intelligence Contract Intelligence Provides recent contract records for a company, including announced acquisitions and funding rounds. Contract Search Searches more than 15,000 IT contracts by announcement, start and end dates, value, service line, country, vendor, and customer.
HG Insights' managed package that enriches a user's Salesforce account and lead records, matches them on HG IDs, and syncs them on a schedule or manually across multiple orgs.
Software capabilities Visualforce Component Configurable Technographic Columns Lets each Salesforce user choose which columns appear in the technographics table and in what order. Enrichment Ineligible Banner Marks records excluded by the enrichment filter with a banner on the Visualforce component. Firmographics Tab Shows the matched company's firmographic attributes together with those of its global headquarters. Fit Score Tab Shows the account fit score together with the criteria and weights that produced it. Intent Score Tab Shows the account intent score together with the intent scoring criteria behind it. IT Spend Tab Shows a forward-looking 12-month IT spend projection broken into the selected spend categories. Page Layout Placement Places the Visualforce component anywhere on an Account or Lead page layout, including inside a tab. Technographic Search and Sort Searches and sorts a company's tech stack within the Visualforce table to check for a specific technology. Technographics Tab Lists a matched company's detected product installs with page navigation and a configurable page size. Visualforce Component Displays HG data on Salesforce Account and Lead record pages through a packaged Visualforce component.
Triggers & Custom Field Routing Dynamic Trigger Batch Job Runs a packaged batch job that applies dynamic triggers to records that already exist in the org. Dynamic Triggers Copies a value from an HG object field into a customer-created custom field on the Account or Lead. Enforce User Permissions Blocks deletion of HG records by users lacking delete access when they change a matching field. Firmographic Field Routing Routes a chosen HG Firmographic field to a target custom field on the Account or Lead. HG Triggers Control Enables or disables the package's Apex triggers from a Salesforce custom setting. IT Spend Field Routing Routes an HG IT Spend field to a target custom field on the Account or Lead. Technographic Product Rollup Combines a record's detected products into a single semicolon-separated custom field. Trigger Condition Operators Restricts which source rows a dynamic trigger acts on using comparison and containment operators. Trigger Rollup Operations Aggregates the values a dynamic trigger routes using SUM or COUNT instead of concatenating them.
Enrichment & Sync Account and Lead Targeting Selects whether the integration writes data to Accounts, Leads, or both. Enrichment Eligibility Status Reports whether each record is eligible for enrichment under the active enrichment filter. Enrichment Filter Restricts enrichment to a subset of matched records defined by HG filters or an uploaded account list. Manual Sync Starts an immediate match and enrich run for a connected org from the HG Platform. Nightly Auto Sync Reviews the connected org nightly to match new records and refresh already enriched data. Product Selection Selects which technology products are enriched into the connected Salesforce org. Spend Category Selection Selects which IT spend categories are enriched into the connected Salesforce org. Sync Results Reports matched, unmatched, and last-updated counts for a connected org after a sync completes.
HG Data Objects Global Headquarters Firmographics Stores the global headquarters firmographics alongside those of the company the record matched to. HG Firmographic Object Stores the matched company's location, SIC and NAICS industry classification, revenue range, employee range, and URL. HG IT Spend Object Stores IT spend category names and amounts for a matched Account or Lead. HG Technographic Object Stores each detected product install for a matched record with product, category, vendor, verification dates, locations, and intensity. Hierarchy Fields Provides hierarchy tier, corporate parent, and domestic parent identifiers on the firmographic record. Intensity (Number) Field Exposes install intensity as a numeric formula field so it can be filtered in Salesforce reports.
Account & Lead Matching Account and Lead Matching Matches Salesforce Account and Lead records to HG companies using name, website, and optionally country. Customer-Managed HG ID Matching Uses a customer-created HG ID field on Accounts and Leads as an additional input to the matching logic. Match Status Fields Writes HG Id, HG Match Status, HG Matched Date, and HG Enrich Status fields onto Account and Lead records. Rematch on Field Change Clears HG data from a record and requeues it for matching when a field used in matching changes. Validation Rule Exclusion Skips Accounts or Leads that meet a customer-defined Salesforce validation rule during matching.
Connection & Setup Integration Reauthentication Reconnects an integration whose Salesforce authorization was revoked or lost, using any user with the required permissions. Managed Package Installation Installs the HG for Salesforce managed package from the AppExchange into a production or sandbox org. Multiple Org Management Adds, renames, and switches between multiple Salesforce orgs connected to one HG account. Package Upgrade Updates an installed managed package to a newer version without uninstalling it first. Salesforce Org Connection Connects a Salesforce production or sandbox org to the HG Platform through an authorized Salesforce admin login.
Account Scoring Account Fit Scoring Enriches Salesforce Accounts with a normalized 0-100 fit score from a configured scoring profile. Account Intent Scoring Enriches Salesforce Accounts with a normalized 0-100 intent score from a configured scoring profile. Score Detail Fields Stores the criteria behind a fit or intent score as JSON on the Account record for use in visualizations. Scoring Profile Configuration Creates and edits the scoring profiles used for Salesforce enrichment on the integration configuration page.
Reporting Match Results Reporting Builds a Salesforce report grouping Accounts or Leads by their HG match status. Reportable HG Objects Exposes HG objects and fields to the Salesforce report builder through their relationships to Accounts and Leads. Salesforce error logs Surfaces Salesforce sync errors in the connector dashboard and emails a report naming the error, its occurrence count and sample records. Sample Reports Installs six editable sample Salesforce reports for HG data alongside the managed package.
Whitespace HG Whitespace Field Flags Salesforce Accounts that entered the org from an HG whitespace export. Salesforce Whitespace Exports up to 50,000 companies from an Opportunity Generator list that are not already matched in the connected org.
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