Account researcher: an AI agent that writes a one-page brief on any target account
The account researcher writes a one-page brief on any account your team is about to work. It covers what the company does, what's changed in the past few months, who the likely buyers are, your history with them and a reason to reach out now. Reps start from the brief instead of twenty browser tabs.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- When a rep picks up an account or adds it to a target list, and whenever a rep asks.
- Works in
- Company websites, the news, job postings, your data providers and your CRM. The brief lands in the CRM and in Slack or Microsoft Teams.
- Waits for a person
- None. The brief goes to your own team.
- How you know it works
- Time reps spend on research, how often they use the brief, and reply rates on accounts with a brief.
What it does
- Reads the company's website, news, job postings and filings to see what it does and what's changing.
- Pulls your history with the account from the CRM: past deals, contacts, emails and notes.
- Finds the people most likely to buy, and their roles, through your data provider.
- Picks the strongest reason to reach out now and notes where it came from.
- Writes it all on one page, with every fact linked to its source.
What it hands your team
Account brief: Northwind Logistics
- What they do
- Freight software for regional carriers. About 350 employees.
- What's changed
- New CEO in July. Announced a move into cold-chain shipping.
- Your history
- A demo in 2024 that stalled at the security review.
- Why now
- The cold-chain launch needs the reporting your product adds.
Example output. The companies and people are made up.
Questions about the account researcher agent
Where does the information come from?
Public sources such as the company's website, the news and job postings, plus your CRM and any data providers you use. Every fact in the brief links to its source so reps can check it.
How does it avoid making things up?
It writes from the sources it collected and links each fact. When it can't find something, the brief says so instead of guessing.
Can reps ask for a brief on any company?
Yes. They ask in Slack, Microsoft Teams or the CRM, and the brief comes back within a few minutes.
More agents for pipeline generation
- Lookalike finderBuilds lists of companies that resemble your last ten wins.
- List enricherAdds contacts, titles and company data, checked against your CRM.
- Outbound drafterDrafts first-touch emails grounded in each account's real situation.
- Website visitor follow-upMatches visiting companies to your ICP and drafts the right next step.
- Event follow-upTurns attendee lists into personal follow-ups within a day.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.