Analysis and research agents
AI agents take over the research your team does manually today: from account signals to prospect backgrounds to your internal data.
Why good research always gets dropped
The problem: Almost every good decision starts with research: who is this account, what happened there recently, what do we already know about them internally? The answers sit scattered across LinkedIn, the website, the news, the CRM and old notes. So your team opens twenty tabs and pieces together what is actually already there. Under time pressure, the usual thing happens: the research gets skipped, and work runs on half-knowledge.
The solution: We build you AI agents that take over exactly this work. They watch account signals like job changes, news or website updates, prepare backgrounds on prospects before the first contact, and search your internal data while they are at it: CRM history, old quotes, meeting notes. The result is not a pile of data but a prepared briefing that is ready exactly when someone needs it.
What happens next: The crucial part: the agents run in the background, without anyone having to kick them off. While your team is buried in day-to-day work, they are already preparing what comes next: the briefing for Thursday’s meeting, the summary on the new lead, the analysis for the open question. Delivery happens where you work, in Slack, in the CRM or by email. Your team no longer starts from zero but picks up where the groundwork ends.
Typical scenarios
Which research the agents take over depends on your day-to-day. These are the most common scenarios from our projects.
- Account signals on watch: Agents monitor your target accounts: job changes, funding, new projects. Relevant movements land as a heads-up with the right colleagues.
- Prospect backgrounds: Before the first conversation there is a dossier ready: career path, role, company context, conversation opener. And if it should turn into outreach, the data flows straight into your personalized outreach.
- Making internal data usable: What already sits in the CRM, in quotes and in notes gets found and summarized instead of gathering dust in folders.
- Market and topic research: For an open question, the agent delivers a prepared overview with sources, instead of someone googling for an afternoon.
