Account brief agent
Nobody opens a call asking what the company does.
How it works
- 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 market research. Prepare for every sales conversation.
Get account briefs and market research with cited sources before your next call, so your team spends less time gathering background information.
The research happens in the taxi.
Nobody has a free hour before every call
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.
Six agents, one role
Competitor watch
You find out before a prospect tells you.
How it works
- 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.
How it works
- 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.
How it works
- 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.
How it works
- 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.
How it works
- 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
Before and after
Today
Before a call
A glance at the website
Competitor moves
Heard in a lost deal
Prospect lists
Bought, then doubted
Sources
Somebody’s memory
With the agent
Before a call
A brief in the invite
Competitor moves
Weekly, with the change
Prospect lists
Built, with the signal
Sources
Linked to every claim
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.
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.
The scale behind these agents
500+
Customers worldwide
- 17+
- Countries served
- 120+
- AI agents and automations running in our own production
- 100%
- Platform uptime
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 getting named in AI answers.
ResearchAI employee for market research
Account briefs, competitor watch and battle cards — every claim with its source attached.
FreeAgent Readiness Scorecard
Ten questions that show whether a process is ready for an agent.
Free presentation · 13 slides · PDF
Take the deck to your leadership team
The presentation we walk boards and CXOs through — thirteen slides on what deploying AI agents actually involves, from the roles to the guardrails to the commercials.
- 22 AI employee roles across 9 departments
- Eight department packs, and the agents inside them
- One day from first conversation to one agent live
- Three commercial models, and what each includes
Download the deck
No cost. Work email and organisation only.
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