Working with results

When Haley finds people or companies, they appear in a table beside the chat. You can follow up to change it, switch between versions, expand it, open profiles and shortlist people. This page explains each part.

The answer and the table#

Haley’s answer in the chat summarises what it found and gives the real number of matches, even when that’s thousands. The people themselves go into the results panel on the right. On a phone or a narrow window, the results appear under the answer instead, with a line like “50 of 1,240 matches are in this chat”.

Under each answer, a line lists the steps Haley took, such as the searches it ran, or says Answered from the conversation when no new search was needed.

The results panel#

• Resize it: drag the Resize panel handle between the chat and the panel.
• Hide it: press Hide panel at the top of the chat, and Show panel to bring it back.
• Expand it: press Expand to give the table the full width. Press Back to chat or Esc to return.

People tables

Each row shows:

Click a name to open the profile, then use the ‹ and › arrows to step through the table. Click a company to open its profile. See Person profiles.

Company tables

When you ask for companies, the table lists them with what they do, funding and size. The panel reminds you: “Ask Haley for people at these companies, for example their founders or CTOs.” Company tables can’t be shortlisted into a project, because projects hold people.

Best fits and all matches#

When Haley ranks against a brief or job description, a toggle appears: Best fits shows the ranked people with a Fit X/10 badge, and All matches shows everyone the search found. See Searching from a job description.

Changing the table with follow-ups#

Talk to Haley the way you’d talk to a researcher. The words you use decide what happens to the table:

If you ask something that could go either way, such as “what about managers?”, Haley asks whether to add them to this table or start a new one of just managers.

Suggested follow-ups

Haley suggests next steps based on the results. Click one to send it. For people, these include:

• “Compare” two people by name
• “Only those at” a company, “Only people in” a city, or “Only” a school’s alumni
• “Show the next names”
• “Which of these founded a company?”
• “Where did the” people at a company “work before?”

For companies: “Top execs at these companies”, “Who are their CTOs?”, “Only the ones in” a city, and “Only those with over 500 staff”.

Tables and versions#

Every change to a table makes a new version, so nothing is lost. At the top of the panel there are two menus:

• Table picker: lists every table in the chat, each with its title and how many versions it has. A chat can hold several tables, for example one of companies and one of their CFOs.
• Version menu: lists the versions of the open table, labelled like Version 1, Same filters, a head count, or what changed, such as “added Noida · without interns”.

How many people a chat keeps#

A chat keeps a page of people from each search, not all of them. When it holds fewer than the full count, the table says so, for example “This chat only kept 50 of 1,240. Ask again to page the full list.” Ask “show the next names” to get more, or open the same search on the People page to page through everything.

Shortlisting from the results#

1. One at a time

   Press the bookmark on a row, or Looks good on a profile.

2. Many at once

   Ask Haley:

   ›Shortlist the top 20

   Up to 500 people can go at once this way. “Shortlist these” adds the whole table.

3. Pick the project

   If the chat isn’t in a project yet, Ladel asks Which project?. Pick one or press New project, and the chat joins it, so everyone you shortlist from it lands in the same place.

Exporting the results#

Press Export on a people table to download it as CSV or Excel with the columns you choose. In a chat, the export holds the people the chat kept. See Exporting to CSV or Excel.

Questions#

Where to go next#