AI Agents That Prepare Sellers Before Every Conversation
A prospect schedules a meeting. Research agents activate automatically. They crawl the prospect's website, identify the business model, map the likely buying committee, assess the competitive landscape, and pull proprietary engagement signals from your integrations.
They assemble a deal-win brief: who you are meeting, what their business needs, why your product matters to them, who else is in the decision, what pushback to expect, and which case studies to reference.
This is what a diligent seller spends 3 to 4 hours preparing. Completed by agents in minutes.
KEY CAPABILITIES
How Prospect Research works
Research agents activate upon meeting scheduling, synthesizing multiple data sources into comprehensive deal-win briefs.
Prospect Intelligence
Website crawl, business model identification, competitive positioning, and engagement signal synthesis from integrated platforms.
Stakeholder Mapping
Identifies likely buying committee members and maps individual stakeholder concerns for targeted conversation approach.
Deal-Win Brief Assembly
Synthesizes research into actionable briefs covering business context, competitive landscape, and conversation strategy.
Real-Time Updates
Brief refreshes as new information becomes available. Subsequent stakeholder visits and conversation data keep intelligence current.
HOW IT CONNECTS
Part of a larger orchestration
Prospect Research feeds deal-win briefs directly into seller conversations and Seller Co-Pilot.
Seller Co-Pilot
Surfaces research briefs and key insights during live conversations.
RoutingLive Agent Connect
Routes high-intent visitors. Research briefs ensure the seller is fully prepared.
OrchestrationComposable Workflows
Research agents are part of the agent farm. They activate on meeting triggers.
FOR YOUR ROLE
What Prospect Research means for you
You walk into every meeting prepared. The brief tells you what the prospect cares about, who else is involved, and what competitors they are considering.
Meeting quality improves because preparation quality improves. The 3-4 hours per meeting sellers spend on manual research redirects to selling. Deal velocity increases.
Your team can prioritize accounts based on engagement intelligence, not just lead score. An account where three stakeholders have engaged deeply on different topics is a higher priority than an account where one person filled a form.
PROOF POINTS
The numbers behind Prospect Research
of winning vendors were on the shortlist before first sales contact.
6sense, 2025
involved in the average B2B buying group.
Forrester, 2024
when sellers can address each stakeholder's specific concerns.
Gartner, 2025
Want to see this in action?
Get a prototype built on your website, or book a conversation with our team.