AI Agent

Prospect Research Agent

Walk into every meeting knowing more than your prospect expects.

Overview 

Sales reps spend 30–60 minutes per prospect Googling news, scanning LinkedIn, reading annual reports, and trying to piece together a coherent picture.

This agent compresses that into a single structured briefing: company overview, recent news and triggers, competitive landscape, identified pain points, and conversation starters — all delivered in a scannable one-pager the rep can review in 3 minutes before the call. 

Capabilities 

  • Researches company overview, leadership, recent news, and financial signals 

  • Identifies sales triggers: funding rounds, leadership changes, expansion, layoffs 

  • Maps competitive landscape and current vendor relationships where available 

  • Generates tailored conversation starters and discovery questions 

Agent Workflow 

Provide the company name and optionally the contact name and industry.
Agent searches web for company news, financials, leadership changes, and job postings.
Agent synthesizes findings into a structured briefing with triggers and pain signals.
You recieved one-page prospect briefing is delivered, ready for pre-call review.

Best for

Account Executives
SDRs

Connectors

SharePoint
SharePoint
OneDrive
OneDrive
Google Drive
Google Drive
Dropbox
Dropbox
ActiveCampaign
ActiveCampaign
Salesforce
Salesforce
Intercom
Intercom

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