> For the complete documentation index, see [llms.txt](https://docs.tiny.plus/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tiny.plus/guides/everyday/company-lookup.md).

# Company Lookup

{% hint style="info" %}
Part of the Pro plan, for everyone who can edit a company, once an Account Admin has switched on **Company Lookup** under [Account Settings -> AI Usage](https://crm.tiny.plus/account/ai).
{% endhint %}

Company Lookup fills in a company's details for you. When someone adds a company, the tiny+ AI engine looks for it on the web and offers its website, phone, email, address, logo, a one-line description and tags from your own lists. Nothing is saved until you've checked it and pressed **Apply**.

## When you add a company

Add a company the way you always do. Its page opens with a **Company Lookup** card at the top, which says it's looking for the company on the web. That takes 10 to 20 seconds. If you've moved on, the card waits for whoever opens the company next.

The card first makes sure it has the right company:

* **Is this them?** It found one company that looks right. It shows what the company does, its town and its website, with what it found underneath.
* **Which one is it?** It found two or three companies with that name. Click the right one, and it reads that company's website.
* **We couldn't find it.** Type the company's website and click **Look again**.

If none of them is right, click **None of these** or **No, not them**, type the company's website and click **Look again**. A website is the surest way to point it at the right company. If the company already has a website when it's added, Company Lookup goes straight to that site and doesn't ask.

<figure><img src="https://1957838173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LnoXYnzHXoSKmkXmIHw%2Fuploads%2Fgit-blob-2e70acbecd0279e866a501b6428632949f2a731d%2Fcompany-lookup-choose.png?alt=media" alt="The Company Lookup card asking Which Coastline Care is it?, with Coastline Care Group in Gosford and Coastline Care Services in Wollongong, each with its website" width="854"><figcaption></figcaption></figure>

## Checking and applying

The card lists each detail it found, ticked, with a link to the page on the company's own site it came from. Untick anything you don't want, then click **Apply** (or **Yes, apply these** when it asked who the company is). The details are saved to the company like any other change, so they show in its history under your name.

<figure><img src="https://1957838173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LnoXYnzHXoSKmkXmIHw%2Fuploads%2Fgit-blob-b4d45c3516ce66423395eabb6556c458c669a937%2Fcompany-lookup-card.png?alt=media" alt="The Company Lookup card for Kestrel Ridge Developments: its website, phone, email, address, description, logo and the Sector tag Residential, each ticked, with the page it came from and the Yes, apply these button" width="854"><figcaption></figcaption></figure>

A few things to know:

* **It only fills empty fields.** Anything the company already has is left alone and isn't offered. If someone fills a field between the lookup and your Apply, theirs is kept.
* **The name** is offered when the company's site or the search writes it a little differently, such as UnitingCare NSW for Unitingcare NSW, or with Pty Ltd on the end. It starts unticked: tick it to rename the company. Fill in missing details never renames a company.
* **The phone** is written the way your account writes numbers, such as (02) 9634 7710. A number from another country keeps its country code.
* **The email** is a general address only, such as info@ or enquiries@, never a person's.
* **The logo** is a square picture from the company's site, such as the icon it shows on phones. Long, thin logos and banner photos are passed over, so some companies won't get one.
* **Tags** come only from your account's own categories. They're added beside the company's tags, never in place of them.

Click **×** to close the card for good. It won't come back for that company unless someone asks for it again.

Only people who can edit a company see its card.

## Looking up a company later

To look up a company that's already in tiny+, open it, click the **...** menu at the top right, and choose **Look up details**. The page reloads with the card. This is handy after an import, or when a company has moved or rebranded.

## Filling in the companies you already have

{% hint style="info" %}
For Account Admins.
{% endhint %}

Under [Account Settings -> AI Usage](https://crm.tiny.plus/account/ai), click **Fill in missing details** in the Company Lookup panel. The page shows how many of your companies have no website, phone or logo.

Choose **Companies with no website**, or **Companies missing a website, phone or logo**, and click **Fill in missing details**. The tiny+ AI engine looks them up a few a minute, the most recently changed first, up to 1,000 at a time. Companies that were looked up before, or have a lookup waiting, are left out, as are confidential, archived, grouped and synced companies. You can leave the page; click **Stop** to stop the rest.

What it finds collects under **Waiting for you**:

* **Apply** saves everything found for that company, as you. To choose some of the details, click **Open** and use the card on the company's page.
* **Apply all clear matches** applies every company it found on its own site with no doubt about it. Anything marked **May not be their own site** is left for you to check.
* **Choose** opens a company with more than one possible match, and **Add its website** one it couldn't find.
* **Skip** leaves the company as it is.

<figure><img src="https://1957838173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LnoXYnzHXoSKmkXmIHw%2Fuploads%2Fgit-blob-87bbb5f7ba34492b0ddb6a27edc6e8ef33a13bf3%2Fcompany-lookup-review.png?alt=media" alt="Company Lookup on AI Usage: what Harbourside&#x27;s 23 companies are missing, the Fill in missing details choices, and six companies waiting for review with Apply all clear matches (4)" width="979"><figcaption></figcaption></figure>

Filling in missing details stops once the month's lookups have used most of your allowance, so the companies people add keep the rest, and carries on next month.

## In the apps and AI assistants

A company added in the tiny+ apps is looked up too, and its card waits on the company's page in tiny+ on the web.

An AI assistant connected to tiny+ can look a company up too, with `look_up_company`, for example right after it adds one for you. It shows you what it found, and saves it with your say-so when your account lets assistants change records. See [Ask & AI Assistants](/guides/everyday/ask-and-ai-assistants.md).

## Which tags it suggests

Under [Account Settings -> AI Usage](https://crm.tiny.plus/account/ai), the **Company Lookup** panel lists your company categories, each with a tick box. Company Lookup suggests tags only from the ticked ones, and only tags you already have. It never makes a new tag or category.

Categories about what a company is, such as Sector, Industry or Client Type, start ticked. Categories about your firm's relationship, such as Tier or Managing Office, start unticked, because a company's website can't answer them. Change the ticks and click **Save**.

<figure><img src="https://1957838173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LnoXYnzHXoSKmkXmIHw%2Fuploads%2Fgit-blob-59c9980099f87f1a8c33405508cd09ddcdd11b3f%2Fcompany-lookup-settings.png?alt=media" alt="The Company Lookup panel on AI Usage: the switch, and the company categories with Client Type, Sector and Service ticked and Managing Office unticked" width="979"><figcaption></figcaption></figure>

## Trials

New trials see Company Lookup on the **Turn on tiny+ AI** step of setting up the account, beside Ask, AI posts and AI assistants. It's on unless you switch it off there, and you can change it later under AI Usage.

## What leaves tiny+

To search, the tiny+ AI engine sends a company's name and town to Anthropic's Claude, along with the names of the categories and tags it may suggest. Nothing else from your records is sent. Confidential companies are never looked up. Companies that come in from an import, a sync or the demo firm aren't looked up when they're added; use **Look up details** or **Fill in missing details** for any you want.

tiny+ reads only public pages on the company's own website, and keeps only what those pages say: a phone number, email or street that isn't on the company's site isn't offered.

## If it's paused

Company Lookup comes with a monthly allowance. If your account uses it up, new companies are saved without a lookup, and **Look up details** says when it starts again, on the first of next month. The Company Lookup page under AI Usage shows how much of the month's allowance is used. Firms with a big clean-up to do can [ask us](https://crm.tiny.plus/help) for more.
