# Install the Connector (MCP)
Source: https://docs.vibeprospecting.ai/connector
Connect Vibe Prospecting to Claude, Gemini CLI, or any MCP-compatible client and start prospecting with live B2B data in minutes.
The Vibe Prospecting connector is a remote [MCP](https://modelcontextprotocol.io) (Model Context Protocol) server that gives any compatible AI client live access to Explorium's B2B data — 150M+ companies and 800M+ professionals across 50+ data sources. Once connected, you can search companies, discover contacts, enrich records, and export lead lists directly from your chat.
**Connector or plugin?** The connector is the fastest way to use Vibe Prospecting in chat-based clients like Claude.ai and Gemini CLI. If you work in **Claude Code** or **OpenAI Codex** and want file I/O, CSV workflows, and repeatable multi-step automations, use the [Vibe Prospecting Plugin](/installation/plugin) instead.
## Prerequisites
* A Vibe Prospecting account — sign up free at [vibeprospecting.ai](https://www.vibeprospecting.ai)
* An MCP-compatible client (Claude.ai, Claude Desktop, Gemini CLI, Cursor, and others)
Authentication is handled via OAuth in your browser. **No API key is required.**
## Connector URL
If your client asks for a remote MCP server URL, use:
```text theme={null}
https://vibeprospecting.explorium.ai/mcp
```
## Installation
Vibe Prospecting is listed in Claude's connectors directory, so setup takes under a minute.
In [Claude.ai](https://claude.ai), go to **Settings → Connectors**.
Click **Browse connectors** and search for **Vibe Prospecting**.
Click **Connect**. A browser window opens for OAuth — sign in with your Vibe Prospecting account and approve access.
In a conversation, open the tools menu and make sure **Vibe Prospecting** is toggled on.
Can't find it in the directory? Add it manually via **Settings → Connectors → Add custom connector** and paste the connector URL above.
In Claude Desktop, go to **Settings → Connectors**.
Search the directory for **Vibe Prospecting**, or choose **Add custom connector** and paste:
```text theme={null}
https://vibeprospecting.explorium.ai/mcp
```
Complete the OAuth sign-in in your browser when prompted.
Install the extension directly from the open-source repository:
```bash theme={null}
gemini extensions install https://github.com/explorium-ai/vibeprospecting-mcp
```
For local development, link a cloned copy instead:
```bash theme={null}
gemini extensions link /path/to/vibeprospecting-mcp
```
The extension is loaded and managed automatically by Gemini CLI, and OAuth authentication is handled on first use. See the [Gemini CLI extensions documentation](https://geminicli.com/docs/extensions/) for more.
Connect Vibe Prospecting from Manus's built-in connectors UI — no local server or API key needed.
In Manus, open the **connectors** menu (or choose **+ Add connectors**).
Search for **`vibe`**. Under **Apps**, select **Vibe Prospecting** ("Build B2B lead lists and enrich companies and contacts").
Confirm the connector details (MCP by Explorium), then click **Try it out** / connect and complete the browser sign-in.
Once connected, use Vibe Prospecting from any Manus chat with prompts like the ones in [Try these prompts](#try-these-prompts).
Hermes uses the same remote endpoint, but its CLI needs the server written to config plus an explicit OAuth login.
Write **both** keys directly under `mcp_servers:` — the namespace that `hermes mcp login` (and the runtime) read from:
```bash theme={null}
hermes config set mcp_servers.vibe_prospecting.url "https://vibeprospecting.explorium.ai/mcp"
hermes config set mcp_servers.vibe_prospecting.auth oauth
```
Don't use `hermes mcp add`: in a non-interactive shell it can fail mid-way and save a disabled, half-written entry under `mcp_servers:` — `auth` set but `url` dropped — which then fails at login. Setting both keys yourself avoids this, and if you already hit it, the same two commands repair it. (A `url` showing up elsewhere in config doesn't count — `hermes mcp login` only reads `mcp_servers:`.)
This opens your browser to authenticate:
```bash theme={null}
hermes mcp login vibe_prospecting
```
On a **remote, SSH, or Docker** host, the browser can't reach the local callback after you approve — that's expected. Copy the **full URL** from the address bar and paste it back at the Hermes prompt.
Run `hermes mcp list` — `vibe_prospecting` should show as authenticated. Start a **new chat** so the `mcp_vibe_prospecting_*` tools load, then try a prompt from [Try these prompts](#try-these-prompts). To get a CSV, ask Hermes to **"export and download"** (exports return a link, not the file itself).
Connection drops on the first call? The default MCP discovery timeout is too short for the OAuth handshake — raise it with `hermes config set mcp_discovery_timeout 10`.
Any client that supports **remote MCP servers with OAuth** can connect. Add the server to your client's MCP configuration. For example, in Cursor (`~/.cursor/mcp.json`):
```json theme={null}
{
"mcpServers": {
"vibe-prospecting": {
"url": "https://vibeprospecting.explorium.ai/mcp"
}
}
}
```
Restart the client and complete the OAuth prompt on first use. Refer to your client's documentation for the exact configuration format.
## Verify the connection
Send a simple prospecting prompt in a new chat:
```text theme={null}
Find 5 B2B SaaS companies in the US with 200–1,000 employees
```
If the assistant calls Vibe Prospecting tools (such as `fetch-entities`) and returns a sample of real companies with a cost estimate, you're connected.
## Try these prompts
```text Partnership research theme={null}
Who should I contact for a partnership with monday.com? Bring me all the contact details you can find.
```
```text Leadership discovery theme={null}
Get the engineering leadership team at Palo Alto Networks.
```
```text Targeted list building theme={null}
Find CTOs at fintech companies in New York that raised funding in the last 90 days.
```
## Troubleshooting
Make sure the connector is enabled for the current conversation (check the tools menu), then start a new chat. In Gemini CLI, restart the CLI after installing the extension.
Disconnect the connector in your client's settings, reconnect, and complete the OAuth flow again. In Hermes, run `hermes mcp login vibe_prospecting` again. Confirm you're signing in with the account registered at [vibeprospecting.ai](https://www.vibeprospecting.ai).
Your filters may be too narrow. Broaden the criteria or reduce the number of required filters — see [Best Practices](/vibe-prospecting/best-practices).
Check the general [Troubleshooting](/vibe-prospecting/troubleshooting) guide, or contact [support@vibeprospecting.ai](mailto:support@vibeprospecting.ai).
## Connector vs. plugin
| | Connector (MCP) | [Plugin](/installation/plugin) |
| ------------ | -------------------------------------------------------- | ------------------------------------------------------------ |
| **Runs in** | Claude.ai, Claude Desktop, Gemini CLI, other MCP clients | Claude Code, OpenAI Codex |
| **Best for** | Conversational prospecting, research, quick lists | File-based workflows, CSV enrichment, repeatable automations |
| **Setup** | One-click connect + OAuth | CLI install + OAuth login |
| **Output** | In-chat results and exports | CSV/JSON files, CRM-ready exports |
## Next steps
Learn how to structure queries and run your first search.
Target with 20+ business and prospect attributes.
Use Vibe Prospecting inside Claude Code and Codex.
Get better results and use credits efficiently.
# Vibe Prospecting
Source: https://docs.vibeprospecting.ai/overview
Vibe Prospecting is Explorium's AI-powered B2B intelligence platform that helps you find and enrich businesses and prospects using natural language. Simply describe who you're looking for, and our AI agent handles the complex filtering, data retrieval, and enrichment automatically.
## Overview
Vibe Prospecting combines conversational AI with Explorium's comprehensive B2B database to deliver:
* **Natural language prospecting** - Ask for what you need in plain English
* **Smart filtering** - AI automatically selects the right filters from 20+ business and prospect attributes
* **Rich data enrichment** - Add firmographics, technographics, contacts, funding data, and more
* **Event-based targeting** - Find companies experiencing specific business events
* **Bulk operations** - Process up to 1,000 entities per query with enterprise-grade performance
***
## Key Features
### Intelligent Business & Prospect Discovery
Find companies and decision-makers using any combination of filters:
* **Company attributes**: Industry, size, revenue, location, age, tech stack, funding status
* **Prospect attributes**: Job title, seniority, department, experience, location
* **Business events**: Funding rounds, partnerships, office expansions, hiring trends, leadership changes
* **Intent signals**: Companies showing buying intent for specific topics (premium feature)
### Comprehensive Data Enrichment
Enhance your results with detailed information:
**For Businesses:**
* Firmographics (company details, size, revenue)
* Technographics (complete technology stack)
* Funding & acquisitions history
* Financial metrics & SEC insights
* Workforce trends & department composition
* LinkedIn posts & engagement
* Website changes & keyword detection
* Corporate hierarchies & subsidiaries
**For Prospects:**
* Professional & personal email addresses
* Phone numbers (mobile & direct)
* Full work history & education
* Role details & tenure
### The Hub - Your Data Control Center
Manage all your prospecting data in one place:
* View and manage exported datasets
* Upload and enrich your own CSV files
* Exclude specific entities from future searches
* Track credit usage per dataset
* Re-import datasets for follow-up searches
***
## API Access
Vibe Prospecting is also available via the AgentSource API for programmatic access. Visit the API documentation for:
* Authentication & setup
* Endpoint reference
* Code examples in Python, Node.js, and cURL
* Webhook integration
* Rate limits & quotas
***
## Support & Feedback
### Getting Help
* **In-app**: Use the chat to ask questions about features or troubleshoot issues
* **Documentation**: Visit [developers.explorium.ai](http://docs.explorium.ai) for guides and API reference
* **Support**: Contact [support@explorium.ai](mailto:support@explorium.ai) for technical assistance
### Providing Feedback
Help us improve Vibe Prospecting:
* Share feature requests with us
* Report bugs or data quality issues to support
***
## What's Next?
Now that you understand Vibe Prospecting, try these next steps:
1. **Run your first search**: Start with a simple query to get familiar
2. **Explore the Hub**: Upload a small CSV to test enrichment
3. **Set up exclusions**: Configure your default exclusion list
4. **Try different use cases**: Experiment with events, intent signals, and statistics
5. **Scale up**: Once comfortable, run larger searches and build your prospecting workflow
Happy prospecting! 🎯
# Install the Plugin (Claude Code & Codex)
Source: https://docs.vibeprospecting.ai/plugin
Run B2B prospecting, enrichment, research, and GTM data workflows directly inside Claude Code and OpenAI Codex.
The Vibe Prospecting Plugin brings Explorium's B2B data platform into Claude-native developer environments. Instead of one-off chat exploration, GTM teams and AI agents can run repeatable, data-intensive workflows — search companies, discover contacts, match and enrich raw lead lists, and export structured CSV/JSON — from inside [Claude Code](https://claude.ai/code) or [OpenAI Codex](https://developers.openai.com/codex/plugins).
**Plugin or connector?** Prefer the plugin when you work in Claude Code or Codex — it adds skills, CLI tooling, and file-based workflows on top of the raw data tools. For Claude.ai, Claude Desktop, Gemini CLI, or other MCP clients, use the [Vibe Prospecting Connector](/installation/connector) instead.
The plugin is listed in the official [Anthropic Community Marketplace](https://github.com/anthropics/claude-plugins-community) — reviewed and approved by Anthropic for Claude Code users. The source is open on [GitHub](https://github.com/explorium-ai/vibeprospecting-plugin) under the MIT license.
## Prerequisites
* **Node.js 18+** with `npx` available in your terminal
* A Vibe Prospecting account — sign up free at [vibeprospecting.ai](https://www.vibeprospecting.ai)
* Claude Code or OpenAI Codex installed
## Step 1 — Install
Install from the Anthropic Community Marketplace:
```bash theme={null}
claude plugin marketplace add anthropics/claude-plugins-community
claude plugin install vibe-prospecting@claude-community
```
Restart Claude Code if the plugin, skill, or tools don't appear immediately.
Add the Vibe Prospecting GitHub repository as a plugin marketplace, then install the plugin from it:
```bash theme={null}
codex plugin marketplace add explorium-ai/vibeprospecting-plugin
codex plugin add vpai@vibeprospecting
```
Restart Codex if the plugin, skill, or MCP tools don't appear immediately.
Install the skill bundle from [skills.sh](https://skills.sh/explorium-ai/vibeprospecting-plugin) into any supported environment:
```bash theme={null}
npx skills add explorium-ai/vibeprospecting-plugin --all
```
## Step 2 — Authenticate
Authentication is OAuth-based — there's no API key to copy for normal local use. Sign in once through the browser:
```bash theme={null}
npx @vibeprospecting/vpai@latest login
```
Open the printed URL, approve access in your browser, then poll until sign-in completes:
```bash theme={null}
npx @vibeprospecting/vpai@latest login --poll
```
The CLI saves credentials to `~/.config/vpai/config.json`. Later sessions reuse them automatically — you only do this once.
```bash theme={null}
npx @vibeprospecting/vpai@latest logout
```
Then run `login` again with the other account.
## Step 3 — Verify
```bash theme={null}
npx @vibeprospecting/vpai@latest --help
```
If the help output lists tools like `match-business` and `fetch-entities`, you're ready to go.
## Run your first workflow
Paste this into Claude Code or Codex:
```text theme={null}
Find 50 B2B SaaS companies in the US with 200 to 1,000 employees.
For each company, find the VP of Marketing or Head of Growth and return
name, title, company, LinkedIn URL, email if available, and company domain.
```
The plugin samples the workflow on a handful of entities first, shows you a preview with an estimated cost, and waits for your approval before running at full scale — so you never spend credits by surprise.
| company\_name | domain | contact\_name | title | linkedin\_url | email | confidence |
| ------------- | ------------- | ------------- | ------------ | ------------------------- | ----------------------------------------------- | ---------- |
| ExampleCo | exampleco.com | Jane Smith | VP Marketing | linkedin.com/in/janesmith | [jane@exampleco.com](mailto:jane@exampleco.com) | high |
## What's included
Full parameter documentation lives in the plugin's [SKILL.md](https://github.com/explorium-ai/vibeprospecting-plugin/blob/main/skills/vibe-prospecting/SKILL.md).
## Example use cases
```text theme={null}
Take this CSV of Salesforce leads. Match each person by email, LinkedIn URL,
or name and company. Add current title, company domain, LinkedIn URL, work
email, phone if available, headcount, revenue, and industry. Export a clean
CSV for CRM update.
```
```text theme={null}
For each LinkedIn URL in this CSV, match the person to a professional
profile and return work email, current company, title, company domain,
and confidence level.
```
```text theme={null}
Enrich these inbound leads, identify their companies, add headcount,
revenue range, and industry, and score each lead from 1 to 5 based on
ICP fit for a mid-market B2B SaaS sales motion.
```
```text theme={null}
Find 500 B2B SaaS companies in the US with 200 to 1,000 employees.
Enrich each company with LinkedIn posts and keep only companies that have
the keyword "event" in one of their posts. For the remaining companies,
find the head of growth or a similar senior growth/marketing leader.
Return the results as a CSV with these columns:
name, title, company, linkedin_url, professional_email, company_domain
```
## Troubleshooting
Re-run the install commands from [Step 1](#step-1-install), then restart Claude Code.
If the marketplace is missing or stale, run:
```bash theme={null}
codex plugin marketplace upgrade vibeprospecting
codex plugin add vpai@vibeprospecting
```
If the plugin is installed but disabled, set `enabled = true` under `[plugins."vpai@vibeprospecting"]` in `~/.codex/config.toml`. Restart Codex after any install or upgrade.
Your session may have expired. Re-run the login flow:
```bash theme={null}
npx @vibeprospecting/vpai@latest login
npx @vibeprospecting/vpai@latest login --poll
```
Filters may be too narrow. Broaden your ICP criteria or reduce the number of required filters.
Not every contact has a verified work email. Request enrichment with a confidence threshold — availability varies by contact.
Large result sets or multi-step enrichment take time. Reduce the batch size or break the workflow into smaller steps.
Still stuck? Open an issue on [GitHub](https://github.com/explorium-ai/vibeprospecting-plugin/issues) or email [support@vibeprospecting.ai](mailto:support@vibeprospecting.ai).
## Plugin vs. connector
| | Plugin | [Connector (MCP)](/installation/connector) |
| ------------ | -------------------------------------------------------------------------------------------------------- | -------------------------------------------------------- |
| **Runs in** | Claude Code, OpenAI Codex | Claude.ai, Claude Desktop, Gemini CLI, other MCP clients |
| **Best for** | GTM engineers, growth devs, data teams running file-based workflows | Conversational prospecting and research in chat |
| **Output** | CSV files, JSON, CRM-ready exports, automations | In-chat results and exports |
| **Use when** | Enriching CSVs, connecting to HubSpot or Salesforce, recurring workflows, chaining multi-step operations | You want the fastest path to live B2B data in chat |
## Next steps
Learn query structure and run your first search.
Use Vibe Prospecting in Claude.ai, Gemini CLI, and more.
Get better results and use credits efficiently.
Power-user techniques for faster prospecting.
# Advanced Filters
Source: https://docs.vibeprospecting.ai/vibe-prospecting/advanced-filters
### Business Events
Target companies experiencing specific moments:
**Available Event Types:**
**Growth & Expansion:**
* `new_funding_round`
* `ipo_announcement`
* `new_office`
* `new_partnership`
* `new_product`
**Organizational Changes:**
* `increase_in_engineering_department`
* `increase_in_sales_department`
* `increase_in_marketing_department`
* `hiring_in_[department]_department`
* `employee_joined_company`
**Challenges & Opportunities:**
* `cost_cutting`
* `closing_office`
* `merger_and_acquisitions`
* `lawsuits_and_legal_issues`
* `outages_and_security_breaches`
**Example:**
```
Find companies that raised Series B funding in the last 60 days and are hiring in engineering
```
***
### Intent Signals (Premium)
Target companies showing buying intent:
```
Find companies with high intent for "cybersecurity solutions" in the finance industry
```
Intent levels:
* `emerging_intent`: Early research stage
* `high_intent`: Active evaluation
* `very_high_intent`: Near purchase decision
***
### Prospect Events
Track individual career changes:
**Available Prospect Event Types:**
* `prospect_changed_role`: Promoted or changed positions
* `prospect_changed_company`: Moved to a new company
* `prospect_job_start_anniversary`: Tenure milestones
**Example:**
```
Find VPs who were recently changed company at enterprise software companies
```
***
### Statistics & Market Insights
Get aggregated data without consuming credits on individual records:
```
Show me the distribution of SaaS companies by revenue range in the US
```
Perfect for:
* Market sizing
* TAM analysis
* Industry research
* Investment thesis validation
***
## Query Examples by Industry
### SaaS & Technology
```
Find product managers at SaaS companies with 100-500 employees that use React
and are hiring in engineering
```
***
### Financial Services
```
Show me CFOs at fintech companies that raised Series A or B in the last 3 months with
$10M-$50M in revenue
```
***
### Healthcare
```
Find CTOs at healthcare technology companies with 200+ employees using AWS and
HIPAA compliance tools
```
***
### E-commerce & Retail
```
Get marketing directors at D2C e-commerce brands with $5M-$25M revenue that recently
expanded to new offices
```
***
### Manufacturing & Industrial
```
Find operations directors at manufacturing companies with 500-2000 employees that
recently invested in automation technology
```
# Best Practices
Source: https://docs.vibeprospecting.ai/vibe-prospecting/best-practices
### Writing Effective Queries
**Be Specific About What You Need**
✅ **Good**: "Find CTOs at fintech companies in San Francisco with 50-200 employees"
❌ **Avoid**: "Find tech people in us"
**Combine Multiple Criteria**
✅ **Good**: "Sales directors at SaaS companies that raised funding in the last 90 days and use Salesforce"
❌ **Avoid**: Making separate searches that could be combined
**Use Natural Language**
✅ **Good**: "Companies that recently expanded their engineering teams"
❌ **Avoid**: Trying to write filter syntax manually
***
### Understanding Entity Types
Vibe Prospecting works with two entity types:
**Choose "Prospects" when you need:**
* Individual people/contacts
* Email addresses or phone numbers
* Specific job titles or roles
* Decision-makers at companies
**Choose "Businesses" when you need:**
* Company information only
* Firmographics or technographics
* Market research data
* Lists of organizations
**The AI automatically determines entity type**, but mentioning "people," "contacts," or "executives" will ensure prospect results.
***
### Optimizing Credit Usage
**1. Use statistics**
Before running expensive prospect searches:
```
What's the market size of cybersecurity companies with 100-500 employees in the US?
```
This helps validate your target market before commiting to a full list creation.
**2. Review samples before exporting**
Always check the sample preview to ensure:
* Results match your expectations
* Data quality meets your needs
* Cost is acceptable for your budget
**3. Use exclusion lists**
Prevent duplicate spending:
```
Find new prospects, but exclude entities I've already exported
```
**4. Be precise with enrichments**
Only request enrichments you'll actually use:
```
Enrich with email only
```
vs.
```
Enrich with contacts
```
***
### Handling Large Datasets
**For queries returning 1,000+ results:**
The system caps at 1,000 results per query. To get more:
```
First query: "Find SaaS companies in California with 100-500 employees"
Second query: "Find SaaS companies in New York with 100-500 employees"
```
Split by geography, industry subcategory, or company size.
***
## Working with Enrichments
### When to Enrich
Enrichments add detailed information but consume additional credits. Request them when:
1. **You need contact information**: Always enrich with `contacts` for emails/phones
2. **You need company details**: Use`firmographics`for basic company info
3. **You need technology insights**: Use`technographics` for full tech stack
4. **You need funding data**: Use`funding-and-acquisitions` for investment history
### Enrichment Examples
**Getting Email Addresses**
```
Find marketing managers at fintech companies, and get their email addresses
```
AI automatically enrich with contacts
**Getting Company Technology Stack**
```
Show me which technologies are used by top e-commerce companies
```
AI automatically applies technographics
**Multiple Enrichments**
```
Find CTOs at recently funded companies and get their emails, plus company funding details
```
AI applies both contacts and funding-and-acquisitions
***
## Understanding Costs
### Credit System
Vibe Prospecting uses credits:
* **Base fetch**: \~1 credit per entity
* **Enrichments**: Additional credits per enrichment type per entity
* **Events**: Additional credits when fetching detailed event information
### Cost Estimation
Before any export, you'll see:
```
Export Cost: 450 credits
Sample Preview (5 of 150):
[Table with sample data and cost_in_credits column]
Ready to Export? Get all 150 prospects with full details
👉 Say "export" to download the complete dataset as CSV 👈
```
**Never auto-exports** - you always approve costs first.
***
##
# Getting Started
Source: https://docs.vibeprospecting.ai/vibe-prospecting/getting-started
## Getting Started
### Basic Query Structure
Simply tell the AI what you're looking for:
```
Find VP of Sales at SaaS companies in California with 200-500 employees
```
The AI will:
1. Parse your requirements
2. Apply appropriate filters
3. Show you a sample preview with estimated cost
4. Wait for your confirmation before exporting
### Your First Search
**Example 1: Finding Decision Makers**
```
Find CTOs at fintech companies in New York that raised funding in the last 90 days
```
**What happens:**
* AI identifies entity type: prospects
* Filters: job\_title (CTO), linkedin\_category (fintech), location (New York), events (funding)
* Returns sample with estimated export cost
* Waits for your approval to export
**Example 2: Finding Companies**
```
Show me SaaS companies with 50-200 employees using Salesforce in their tech stack
```
**What happens:**
* AI identifies entity type: businesses
* Filters: industry (SaaS), size (50-200), technology (Salesforce)
* Returns company details in sample preview
* Shows cost estimate for full export
***
## Use Cases
### 1. Sales Prospecting
**Scenario**: Find decision-makers at high-growth companies
```
Find VPs of Engineering at companies that increased their engineering department in the last 60 days
```
**Why it works**: Combines role targeting with hiring signals to identify companies actively scaling their teams.
***
### 2. Market Research
**Scenario**: Analyze market segments
```
Get me statistics on healthcare software companies in the US with 100-1000 employees,
broken down by revenue range
```
**Why it works**: Uses the statistics endpoint to provide market insights without consuming credits on individual records.
***
### 3. Event-Driven Outreach
**Scenario**: Reach companies during key moments
```
Find marketing directors at companies that just opened new offices in the last 30 days
```
**Why it works**: Targets prospects during organizational changes when they're more likely to need new solutions.
***
### 4. Account Expansion
**Scenario**: Find new contacts at existing customers
```
I have a list of 50 companies. Find all C-level executives in the sales and marketing
departments at these companies.
```
**Why it works**: Upload your customer list to the Hub, then use it as a reference to find additional decision-makers.
***
### 5. Competitive Intelligence
**Scenario**: Monitor competitor customers
```
Find companies using [Competitor Product] with 500+ employees in the enterprise software space
```
**Why it works**: Identifies prospects using competitor technology who might be open to switching.
***
##
# The Hub
Source: https://docs.vibeprospecting.ai/vibe-prospecting/hub
## Using The Hub
### Accessing The Hub
The Hub is your central workspace for managing all prospecting data.
***
### Managing Exported Datasets
**View Your Datasets**
All exported data appears in the Hub with:
* Dataset name (auto-generated based on search)
* Entity count
* Export date
* Credit cost
* Status (ready, processing, error)
**Re-Import Previous Searches**
```
Load my dataset from last week about SaaS CTOs
```
The AI will:
1. Search your Hub for matching datasets
2. Show available options if multiple matches
3. Load the data into your current session
4. Allow you to enrich, filter, or export again
***
### Excluding Entities
**Automatic Exclusion**
Every export automatically adds entities to your exclusion list, preventing duplicates in future searches.
**Manual Exclusion**
```
Exclude all prospects from my "Q4 2024 Outreach" dataset
```
**Using Exclusion Lists**
```
Find new VPs of Sales at fintech companies, but exclude anyone I've already exported
```
AI automatically applies your default exclusion list.
***
### Uploading CSV Files
**Use Cases for CSV Upload:**
1. **Enrich your existing data**: Upload company names/domains to get firmographics, tech stack, contacts
2. **Find contacts at your accounts**: Upload customer list to find decision-makers
3. **Clean and standardize data**: Upload messy data to get standardized Explorium IDs and enriched fields
**How to Upload**
**Step 1: Prepare Your CSV**
Your CSV should contain at least one of these fields:
For businesses:
```
business_name
business_website
business_domain
business_id
```
For prospects:
```
prospect_full_name
prospect_business_name
prospect_email
prospect_phone_number
prospect_linkedin
prospect_id
```
**Step 2: Upload to Hub**
3. Map your CSV columns to Explorium fields
4. Click "Lists" in the Hub
5. Drag and drop your file or click to browse
6. Review mapping and confirm upload
**Step 3: Process Your Data**
Once uploaded, tell the AI what you want:
```
Find all C-level executives at the companies in my uploaded list
```
Or:
```
Enrich my uploaded companies with technographics and funding data
```
**Step 4: Export Results**
Review the sample, approve costs, and export as usual.
***
### Working with Referenced Data
**Refining Previous Searches**
```
enrich my last dataset of SaaS companies with technographics
```
AI enriches your dataset with technographics
**Cross-Referencing Datasets**
```
Find prospects at companies from my "Series B SaaS" dataset who joined in the last 6 months
```
Combines company data from one search with prospect filtering in another.
# Tips & Tricks
Source: https://docs.vibeprospecting.ai/vibe-prospecting/tips-and-tricks
### 1. Layer Your Search
Start broad, then refine:
```
Step 1: "Find SaaS companies with 100-500 employees"
Step 2: "From those results, show me only ones using Salesforce"
Step 3: "Now find CTOs at those companies"
```
***
### 2. Combine Signals
Stack multiple indicators for higher quality:
```
Find VPs of Sales at companies that:
- Raised funding in the last 90 days
- Are hiring in sales department
- Use Salesforce and Outreach
- Have 50-200 employees
```
***
### 3. Use Exclusions Strategically
Create segments:
```
Query 1: "Find fintech prospects" (exports 500, all added to exclusion list)
Query 2: "Find fintech prospects excluding previously consumed" (returns 500 NEW prospects)
```
***
### 4. Leverage Reference Tables
Build on previous work:
```
Step 1: Find target companies
Step 2: Enrich with firmographics
Step 3: Use those companies to find multiple personas (CTO, VP Eng, Head of Product)
```
***
### 5. Validate Before Scaling
Test with small samples:
```
"Find 50 prospects matching [criteria]"
Review data quality
If good: "Find 1000 prospects matching [criteria]"
```
***
# Troubleshooting
Source: https://docs.vibeprospecting.ai/vibe-prospecting/troubleshooting
### Low number of results found
**If your search returns low number of results:**
1. **Broaden your criteria**: Try removing one or two filters
2. **Verify timing**: Events older than 90 days may not be captured
3. **Try statistics first**: Validate your target market exists
**Example:**
Instead of:
```
Find CTOs at Series B fintech companies in Austin using React, Python, and Kubernetes
```
Try:
```
Find CTOs at fintech companies in Texas using React
```
***
### Understanding Sample vs. Export
**Sample Preview:**
* Shows 5-10 example results
* For events: shows up to 3 events per entity
* Includes cost estimate
**Full Export:**
* Returns ALL matching results (up to 1,000)
* For events: returns ALL events per entity (often 10-100+ per entity)
* Consumes credits as shown in estimate
* Generates downloadable dataset
**Important**: The sample preview is NOT the full dataset. Always **export** to get complete data.
***
### Credit Management
**Check Your Balance:**
```
visit app.vibeprospecting.ai
```
**Estimate Before Exporting:**
Always review the cost estimate before approving export. The system shows:
* Total credits required
* Cost breakdown by enrichment type
* Whether you have sufficient credits
**Partial Exports:**
If you lack credits for a full export, the system may return partial results proportional to your available balance.
***
##