Account brief agent
Nobody opens a call asking what the company does.
- The company, the people, the recent news, the likely objection
- Fuses public web, your past emails and your CRM record
- Lands in the calendar invite, not a folder
AI employee · Market research
An AI employee that walks into the room already briefed.
The research your team would do if they had the morning free — on every account, before every call, with a source behind each line.
- Every claim cited
- Before the call, not after
- Says “not found”
- CERT-IN certified
briefing · tomorrow’s callsResearch agent
500+
Customers worldwide
- 6 account briefs built for tomorrow’s callsReady
- Competitor changed its pricing page overnightFlagged
- Leadership change unconfirmed — not in the briefHeld
Every claim carries its source. It says “not found” rather than filling a gap.
The everyday problem
The research happens in the taxi.
Nobody has an hour before every call, so the brief becomes a glance at a website in the lift. The rep learns what the company does from the company, which is the worst possible use of the first ten minutes.
What it does
Six agents, one role
Competitor watch
You find out before a prospect tells you.
- Watches their pages, launches and hiring signals
- Reports what changed, not that something changed
- One digest, not a notification feed
Battle card agent
The rebuttal has a number in it.
- Objection, answer and the proof to hand
- Refreshed when a competitor moves
- Written for saying aloud, not reading
Market discovery agent
A list you can argue with, not just trust.
- Finds organisations matching your actual buyer
- Names the signal that qualified each one
- Drops the ones that only look right
Tender and RFP scan
The tender you would have found too late.
- Watches the sources your bids actually come from
- Filters to what you can genuinely deliver
- Flags the deadline while it is still workable
Executive digest
One page a week on what actually moved.
- Market, competitors and accounts in one read
- Written as sentences, not a dashboard
- Links through to every underlying source
Ready to see it in action?
Name three accounts — we’ll send back the briefs we would hand a rep.
Or call +91 95525 86428
What changes
Before and after
| Today | With the agent | |
|---|---|---|
| Before a call | A glance at the website | A brief in the invite |
| Competitor moves | Heard in a lost deal | Weekly, with the change |
| Prospect lists | Bought, then doubted | Built, with the signal |
| Sources | Somebody’s memory | Linked to every claim |
How the work moves
Who does which step
- 1AI agent
Trigger
A meeting is booked or a lead lands.
- 2AI agent
Gather
Web, your email, your CRM, the calendar.
- 3AI agent
Cross-check
Two sources, or it says unconfirmed.
- 4AI agent
Brief
One page, in the invite, before the call.
- 5Your team
Decide
A person judges what it means.
Where it stops Every claim carries its source. Nothing reaches a deck or a proposal uncited, and the agent says “not found” rather than filling a gap.
What goes into a brief
Four passes, one page
- 1
The public record
Website, filings, news, leadership, funding and recent announcements.
- 2
Your own history
Every past email with this account, and what they asked about.
- 3
Your CRM
The stage, the value, the notes and who owns the relationship.
- 4
What is booked
The meeting, the attendees, and what they wrote when booking.
And the rule that governs all four Anything confirmed by only one source is marked unconfirmed rather than stated. A brief that admits a gap is worth more than one that fills it.
500+
Customers worldwide
- 17+
- Countries served
- 35+
- AI agents running in our own production
- 100%
- Platform uptime
Questions we are asked
Before you commit
How do you stop it inventing facts about a company?
Two ways. Every line in a brief carries the source it came from, so an unsupported claim has nowhere to hide. And anything it cannot confirm from a second source is marked unconfirmed rather than stated — a brief that admits a gap is far more useful than one that fills it.
Is gathering this information legal?
What it reads is public, or already yours — company websites, filings, news, your own email history and your own CRM. It does not buy scraped personal data and it does not touch anything behind a login it has no right to.
Does it need access to our CRM and our email?
It is far better with them, because the strongest part of a brief is what your own company already knows and has forgotten. It works without them, on public sources alone, if that is where you would rather start.
How current is the research?
It runs when the trigger fires — a meeting booked, a lead arriving, a weekly sweep — so a brief is built for that call rather than pulled from a store built last quarter. Every brief is stamped with when it was made.
Can it research our market, not just individual accounts?
Yes. Discovery builds a list of organisations matching your real buyer and names the signal that qualified each one, and the weekly digest covers market and competitor movement rather than named accounts.
What if a company has almost no public footprint?
Then the brief is short and says so. A thin brief that admits it is thin is the honest output; padding it with adjacent industry commentary is how a rep gets caught out on a call.
Where to go next
Marketing
AI employee for marketing and AEO
Content, technical SEO and the work of getting named by the AI answers your buyers now read first.
Research
AI employee for market research
Account briefs, competitor watch and battle cards — every claim with its source attached.
Free
Agent Readiness Scorecard
Ten questions on your data, systems and processes, scored against what has to be true before an agent works.
Name three accounts.
We’ll send the briefs. You decide whether your reps would rather walk in with them.
Book an Agent Readiness Sprint
Or call +91 95525 86428