Lead Research Agent
Deep research on a specific lead: role, pain points, recent activity, tech-stack signals, and talking points for outreach.
A research tab full of LinkedIn and Google gives the rep raw material. This agent reads it all and hands back the three talking points that earn a reply.
What it does
Reps either skip pre-call research or burn twenty minutes assembling it by hand, and the output lives in their head, not the CRM. The Lead Research Agent builds a profile of the person from the web, LinkedIn, and CRM history on the context layer, infers their likely pain points and priorities from role and signals, and writes a tight brief with first-touch talking points straight into the record.
- Builds a profile from web, LinkedIn, and CRM
- Infers pain points and priorities
- Hands the rep talking points for the first touch
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 a brief
The rep asks for research on a specific lead, by hand or as a queued step before outreach. The agent picks the lead up already resolved to a person and account on the context layer.
- 2Step 01
Build the profile
It pulls the person's role, tenure, recent posts and activity, and the account's CRM history, then stitches them into one view instead of eight open tabs.
- 3Step 02
Infer the pain
From role, seniority, tech-stack signals, and recent company moves, it reasons about what this person is likely measured on and where the product fits.
- 4Step 03
Write the talking points
It distills the brief to the two or three angles worth opening on, each tied to a concrete fact about the person or company.
- 5Commit
Writes the brief to CRM
The agent saves the research brief to the lead's CRM record so the next rep, or the same rep next week, opens the call already briefed. The write is editable and reversible.
In practice
A rep has a call in fifteen minutes with a name they've never spoken to. Doing it right means a tab-storm of LinkedIn, the company blog, and CRM notes; doing it fast means winging it.
The agent assembled the profile, inferred the prospect's likely priorities from their role and a recent reorg, and wrote three talking points into the CRM record before the call.
The rep opens with a specific, earned reason to talk instead of a generic discovery script, and the brief is on the record for whoever touches the lead next.
More SDR & Sales agents
Put the Lead 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.