Sales agent
Live in 5 days on average
Account Researcher
Researches every new lead and account, enriches your CRM and writes a one-page brief before the first call.
14 hrs
saved per rep, every week
SAMPLE RUN · REPLAYABLE
TRACED
Trigger
HubSpot form · demo request from Oakline
0.0s
Research
Company profile · 1,200 employees · retail
2.4s
Research
Recent news · new COO hired in August
1.9s
Decision
ICP fit 86/100 · route to mid-market
0.4s
Action
CRM enriched · 11 fields with sources
0.8s
Result
Brief posted to #deals-midmarket
0.5s
Every step, tool call and decision is recorded
OVERVIEW
What it does
Researches every new lead and account, enriches your CRM and writes a one-page brief before the first call.
Teams typically go live in 5 days. They start in shadow mode, where Account Researcher proposes every action for review, then switch on autonomy for the decisions it handles reliably.
How it decides
The agent works from your written policies and live data from your tools. When a case falls outside policy, or its confidence drops below your threshold, it escalates to a person with a summary of the research so far.
Guardrails
Scoped tool permissions enforced by the runtime
Approval gates for high-value or irreversible actions
A full run trace for every decision
An eval suite built from your own historical cases
Capabilities
Researches company, team and recent news
Scores fit against your ICP
Enriches CRM fields with sources
Writes a call brief with talking points
Inbound qualification
Scores and routes demo requests within minutes.
Account planning
Builds briefs for the top accounts in a territory.
Event follow-up
Researches every booth scan before Monday.
