Core Concepts
The handful of terms that explain how CatchIntent works.
You only need a few terms to use CatchIntent. They follow the pipeline:
Workspace
Your team's home in CatchIntent. It holds your brands, agents, leads, team members, integrations, and billing. Your plan limits apply at the workspace level.
Brand
A product or company you sell. Most teams have one brand. Agencies create one brand per client and switch between them in the same workspace.
A brand holds the profile every agent reads from:
| Part | What it is |
|---|---|
| Description | What the product does, in plain language |
| ICP | The roles, seniority, industries, company size, and locations you sell to |
| Competitors | Companies whose audience overlaps with yours |
| Keywords | Phrases your buyers use when they have the problem you solve |
| Value props and offer | Why you win, used to write better openers |
Getting the brand right matters more than any other setting. See Brand Setup.
Agent
A saved discovery configuration that runs on a schedule. An agent inherits its targeting from the brand and has a set of strategies turned on. Each scheduled run looks for new people who match and are showing intent, scores them, and delivers them as leads.
How often an agent runs and how many you can have depends on your plan. See Agents.
Signal
A reason someone is worth reaching out to now. Each strategy looks for a different signal: a job change, a funding round, a hiring push, engagement with a competitor, or a relevant post on LinkedIn or X.
Not all signals are equal. Someone who just moved into a buying role is a stronger reason to reach out than someone who liked a post. CatchIntent looks for the stronger signals first so the best leads fill your daily allowance before the lighter ones. See Strategies.
Lead
A person an agent matched and verified, delivered to your Leads list. Every lead comes with:
| Field | What it tells you |
|---|---|
| Profile | Who they are and where they work |
| Reason | The signal that surfaced them, with a link to the source |
| Warmth score | How strong the match and intent are, so you work the best first |
| Opener | A drafted first message written for that person and reason |
Only verified matches become leads. Candidates the AI judges a poor fit are dropped before they reach you and do not count toward your plan. See Leads and Warmth Scoring.
Statuses
Track each lead through your process:
| Status | When to use it |
|---|---|
| New | Just delivered, needs review |
| Saved | Worth pursuing, queued for outreach |
| Pushed | Sent to your CRM |
| Reached out | You have contacted them |
| Archived | Not pursuing |
Touch, playbook, engagement
For multi-step follow-up:
- Touch: one message in a sequence.
- Playbook: a reusable template of several touches.
- Engagement: a lead enrolled in a playbook.
See Outreach.
Browser extension
A Chrome and Firefox extension that fills your drafted opener directly into LinkedIn or X so you send from your own account in a couple of clicks. See Browser Extension.