Prepares a sourced account brief for the next conversation.
Use cases · Revenue
Revenue. Walk into every call prepared.
Research, briefs, and pipeline hygiene — agents that do the pre-work so the human conversation is the strong part.
The crew 4 job titles
Reviews account signals and routes the next step.
Drafts the proposal from the brief and the call notes.
Queues follow-ups so no thread goes quiet.
Job titles from the agent directory — every one arrives already wired: running, scheduled, visible on the map.
The account brief, before the call
- The pain
- Every discovery call starts with the same scramble: who are they, what changed for them this quarter, which of your notes still apply — assembled in the fifteen minutes before the meeting, if at all.
- What the agent does
- A research agent builds the brief the evening before: the account's recent moves, your past touchpoints, and open threads, each point linked to where it came from.
- What you review
- You walk in prepared and decide what to lead with. The brief cites its sources — anything thin is marked thin, not padded.