Account Research Agent
A full account brief: org structure, buying-committee map, tech stack, recent news, pain points, and suggested entry points.
An enrichment panel fills in firmographic fields. This agent maps who actually makes the decision and tells the rep where to get in.
What it does
Account planning by hand means a rep guessing at the org chart and missing half the buying committee. The Account Research Agent builds a full brief off the context layer: it maps the org and buying committee, pulls recent news and tech-stack signals, identifies the likely pain, and proposes concrete entry points, then writes it all to the account record so the team works from one map instead of scattered notes.
- Maps the org and buying committee
- Pulls recent news and tech-stack signals
- Suggests the best entry points
Runs under Safe Autonomy. Every move is proposed, approved on your terms, committed, and reversible in one click.
How it works
Trigger to committed action. Every step is logged, and the final write is reversible.
- 1Trigger
A rep requests an account brief
An AE or SDR asks for research on a target account, often at the start of an account plan or when an account starts showing intent. The account resolves on the context layer with its known contacts attached.
- 2Step 01
Map the committee
It assembles the org structure and buying committee, naming the likely economic buyer, champion, and blockers from titles, reporting lines, and CRM relationships.
- 3Step 02
Pull signals and stack
It gathers recent news, funding, leadership changes, and tech-stack signals that hint at timing and fit.
- 4Step 03
Suggest entry points
It proposes the best ways in: which stakeholder to lead with, what pain to open on, and which existing relationship or signal to use as the hook.
- 5Commit
Writes the brief to CRM
The agent saves the account brief, committee map, and entry points to the account record. Reps and managers work from the same map; the write is editable and reversible.
In practice
An AE inherits a target logo with two contacts in CRM and no idea who signs. Building the real picture means days of LinkedIn spelunking and guesswork about the org chart.
The agent mapped the buying committee, flagged a recent VP of Engineering hire and a new security mandate, and proposed leading with the champion already in CRM, all written to the account record.
The AE walks into account planning with a committee map and a named entry point instead of two stale contacts, and the whole pod works from the same brief.
More SDR & Sales agents
Put the Account Research Agent to work
It ships on the stack you already own and starts proposing moves the week it goes live. You approve the first few. It earns the longer leash from there.