Hot Accounts Agent
Surfaces accounts showing buying signals across multiple contacts, the account-level view of Hot Leads.
An account-scoring view tells you which logos are warm. This agent reads the whole buying group's signals together and drops the hottest account on the owning AE's desk with the next move.
What it does
Per-contact scoring misses the thing that actually predicts a deal: three people from the same account poking around in the same week. The Hot Accounts Agent aggregates intent and engagement across the entire buying committee on the context layer, ranks accounts by collective momentum rather than any single lead, and routes the strongest to the AE who owns the logo before it shows up in a stale weekly report.
- Aggregates signals across the buying group
- Ranks accounts by collective intent
- Routes the hottest to the owning AE
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
Signals stack up across an account
Multiple contacts at one account cross intent thresholds inside a short window: a pricing visit, a competitor comparison on G2, a demo request. The signals resolve to a single account on the context layer.
- 2Step 01
Aggregate the buying group
The agent rolls every contact's intent and engagement up to the account level, so a quiet account with three mildly active people outranks a loud one with a single tire-kicker.
- 3Step 02
Rank by collective intent
It scores accounts on combined momentum and fit, then re-sorts so the accounts heating up across the committee rise to the top.
- 4Step 03
Match to the owner
It checks CRM ownership and territory so each hot account lands with the AE who actually works it, not a shared queue.
- 5Commit
Routes to the AE in Slack and CRM
The agent posts the ranked account list to the owning AE's Slack and writes a priority flag with the contributing signals into CRM. Dismissing an account reverses the write.
In practice
An AE's account list is sorted alphabetically and last touched in a QBR. A target logo where three stakeholders hit pricing, docs, and a competitor page in one week looks identical to the 200 dormant accounts above and below it.
The agent caught all three visits, rolled them up to the account, ranked it first by committee-wide intent, and routed it to the AE's Slack with each person and signal named.
The AE reaches into a live, multi-threaded buying motion this week instead of finding out next quarter that the account bought from someone else.
More SDR & Sales agents
Put the Hot Accounts 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.