Learning / Handbook
People · Illustrated walkthrough

Use the OSINT scanner responsibly

Prepare for a conversation with sourced context instead of disconnected search results.

Before you begin

Enable contact profiles and the required acknowledgement. Select permitted sources and a legitimate purpose.

How it works

Research & Facts performs contact intelligence using enabled local and external sources. It preserves provenance and separates your notes from looked-up material.

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Set the research scope

Open Research scope and review enabled sources, accounts, purpose, and acknowledgement.

Look for

The app reports whether contact intelligence is ready.

Select the highlighted control in the teaching view.

Practice at your own pace. You can also use Next step.

Research & Facts

OSINT & Facts×▱♧

OSINT & Facts

Find Research scope

Interactive HTML app view with sample data. Follow the outlined control, play the example, or explore at your own pace.

All steps, in writing
  1. Set the research scope

    Open Research scope and review enabled sources, accounts, purpose, and acknowledgement.

    Expected: The app reports whether contact intelligence is ready.

  2. Identify the person

    Choose Research a person. Add known context such as the company to distinguish namesakes.

    Expected: An existing CRM contact is matched or a deliberate new contact is identified.

  3. Start the lookup

    Choose Look Up after checking the target. Watch source progress and any incomplete marker.

    Expected: Results arrive with provenance rather than becoming unquestioned personal notes.

  4. Review the evidence

    Inspect source links, identity match, credibility, and questions to resolve. Correct mismatches.

    Expected: The profile is associated with the right person and reviewed evidence.

  5. Control future updates

    Review per-contact update choices and global source policy. Stop or disable unnecessary research.

    Expected: The ongoing research scope matches your intent.

If something differs

  • Partial profiles remain incomplete and cannot be treated as finished generated answers/actions.
  • This website assistant explains the scanner; it will not investigate a person, find private addresses, or bypass someone’s access controls.
Ask about this workflow ↗

Open the screen references

OSINT & Facts ↗

Data sources ↗

CRM & Contacts ↗

Based on Modules/Assistant/App/Views/ContactIntelligenceWorkspaceView.swift and the app help catalog. Edition, device, and build affect available controls.