Content Intelligence

Question 1

“I want build a marketing automation agent that focuses on ABM what should i consider?”

Answer

Partly answered

The account-based marketing playbook, the Campaign Agent's capabilities and the agent controls (permissions, approvals, activity log, pause) are covered. The site never says whether a custom agent can be built or configured, and the Campaign Agent page never mentions target accounts or buying groups.

Section on the site	Status	Ticket
/products/campaign-agentWhat the Campaign Agent can do	Partly answers it	Add account-based capabilities to /products/campaign-agent Ticket Paste this into your ticketing tool. Add account-based capabilities to /products/campaign-agent Who needs it: Account-based marketing teams Section: /products/campaign-agent › What the Campaign Agent can do What is missing: - The page doesn't say whether the Campaign Agent can plan campaigns for a target account list. - The page doesn't say whether the Campaign Agent drafts content for each person in a buying group. Where: Update this section: add a card beside "Campaign plans" and "Audience segments". Related sections: Four steps to land a target account What to do: 1. Confirm with product whether the Campaign Agent works from target account lists and buying groups. 2. Add a card describing its account-based use, linking to /solutions/account-based-marketing. Done when: /products/campaign-agent states whether and how the Campaign Agent plans campaigns for target accounts. From: conversation e5716cea55e0, question 1: "I want build a marketing automation agent that focuses on ABM what should i consider?" Who needs it: Account-based marketing teams What is missing The page doesn't say whether the Campaign Agent can plan campaigns for a target account list. The page doesn't say whether the Campaign Agent drafts content for each person in a buying group. Where Update this section: add a card beside "Campaign plans" and "Audience segments". Related sections Four steps to land a target account What to do Confirm with product whether the Campaign Agent works from target account lists and buying groups. Add a card describing its account-based use, linking to /solutions/account-based-marketing. Done when: /products/campaign-agent states whether and how the Campaign Agent plans campaigns for target accounts.
/products/agentsEverything you need to run agents responsibly	Missing here	Add a section on custom and configured agents to /products/agents Ticket Paste this into your ticketing tool. Add a section on custom and configured agents to /products/agents Section: /products/agents › Everything you need to run agents responsibly What is missing: - The site doesn't say whether customers can build their own agents or only configure the four provided ones. - There is no guidance on what to decide when setting up an agent for a specific use such as ABM. Where: New section on /products/agents, placed after "Everything you need to run agents responsibly". Related sections: Agents that work inside the rules you set · Agents that ask. People who decide. · Four controls for every agent Main topics: Whether custom agents can be built · What can be configured on existing agents · Choices to make before setting up an agent · Example setup for a target-account program What to do: 1. Confirm with product whether custom agents can be built and what each provided agent lets you configure. 2. Add the section with an account-based example linking to the Campaign Agent and the ABM playbook. Done when: /products/agents says whether custom agents can be built and lists what to decide when setting one up. From: conversation e5716cea55e0, question 1: "I want build a marketing automation agent that focuses on ABM what should i consider?" What is missing The site doesn't say whether customers can build their own agents or only configure the four provided ones. There is no guidance on what to decide when setting up an agent for a specific use such as ABM. Where New section on /products/agents, placed after "Everything you need to run agents responsibly". Related sections Agents that work inside the rules you set · Agents that ask. People who decide. · Four controls for every agent Main topics Whether custom agents can be built · What can be configured on existing agents · Choices to make before setting up an agent · Example setup for a target-account program What to do Confirm with product whether custom agents can be built and what each provided agent lets you configure. Add the section with an account-based example linking to the Campaign Agent and the ABM playbook. Done when: /products/agents says whether custom agents can be built and lists what to decide when setting one up.

Section on the site

Status

Ticket

/products/campaign-agentWhat the Campaign Agent can do

Partly answers it

Add account-based capabilities to /products/campaign-agent

Who needs it: Account-based marketing teams

What is missing

The page doesn't say whether the Campaign Agent can plan campaigns for a target account list.
The page doesn't say whether the Campaign Agent drafts content for each person in a buying group.

Where

Update this section: add a card beside "Campaign plans" and "Audience segments".

Related sections: Four steps to land a target account

What to do

Confirm with product whether the Campaign Agent works from target account lists and buying groups.
Add a card describing its account-based use, linking to /solutions/account-based-marketing.

Done when: /products/campaign-agent states whether and how the Campaign Agent plans campaigns for target accounts.

/products/agentsEverything you need to run agents responsibly

Missing here

Add a section on custom and configured agents to /products/agents

What is missing

The site doesn't say whether customers can build their own agents or only configure the four provided ones.
There is no guidance on what to decide when setting up an agent for a specific use such as ABM.

Where

New section on /products/agents, placed after "Everything you need to run agents responsibly".

Related sections: Agents that work inside the rules you set · Agents that ask. People who decide. · Four controls for every agent
Main topics: Whether custom agents can be built · What can be configured on existing agents · Choices to make before setting up an agent · Example setup for a target-account program

What to do

Confirm with product whether custom agents can be built and what each provided agent lets you configure.
Add the section with an account-based example linking to the Campaign Agent and the ABM playbook.

Done when: /products/agents says whether custom agents can be built and lists what to decide when setting one up.

Answer full page

Hourglass doesn't have you build an ABM agent from scratch: the Campaign Agent drafts plans, segments and content for target accounts, and your team approves everything before it goes out. This page covers the account-based playbook, what the Campaign Agent can do and the controls to set in Agent Hub, such as permissions, approvals and review.

Open the answer page ↗

Sections in the answer page	Status
/solutions/account-based-marketingFour steps to land a target account	Answers it
/solutions/govern-aiFour controls for every agent	Answers it
/products/campaign-agentWhat the Campaign Agent can do	Partly answers it
/products/agentsEverything you need to run agents responsibly	Missing here

Question 2

“How can Agents help me to close deals faster?”

Answer

Answered well

The close-deals playbook covers how agents speed up deals: the Data Agent explains which deals are at risk, and the Prospecting Agent prepares a one-page brief before each first call and drafts outreach for reps to approve. The Data Agent page also lists the accounts ready to buy.

Answer full page

Agents take on the research and admin that slow deals down, and your reps decide what goes out. This page covers the close-deals-faster habits, how the Prospecting Agent preps each call with a one-page brief, how the Data Agent flags accounts ready to buy, and how Revenue Hub gets quotes out the same day.

Open the answer page ↗

Sections in the answer page	Status
/solutions/close-dealsFour habits of teams that close faster	Answers it
/products/prospecting-agentResearch before the call, not during it.	Answers it
/products/data-agentWhat the Data Agent can do	Answers it
/products/salesAn agent that researches. A rep who decides.	Answers it

Question 3

“Smart CRM, close deals faster, customers, case studies, compare”

Answer

Partly answered

The free Smart CRM, the close-deals-faster habits, the legacy-suite comparison and short manufacturing stories are all covered. There are no full case studies: each story is a quote and two figures. /customers shows only three stories, not the manufacturing, banking, retail and software ones on the industry pages.

Section on the site	Status	Ticket
/customersRemarkable results, in every industry	Partly answers it	Add a full case study library to /customers Ticket Paste this into your ticketing tool. Add a full case study library to /customers Section: /customers › Remarkable results, in every industry What is missing: - No full case studies: each story is only a quote and two figures, with no challenge, setup or timeline. - /customers shows only Allica Bank, KeepCup and Suzuki, not the manufacturing, banking, retail and software stories on the industry pages. Where: New section on /customers, placed after "Remarkable results, in every industry". Related sections: Remarkable results, in every industry · How manufacturers keep sales, service and partners in step · How banks, credit unions and insurers grow with Hourglass · How retailers turn shoppers into regulars · How software companies grow from trial to renewal Main topics: every customer story on the site, grouped by industry · the challenge each customer faced · the hubs and agents they use · how long the rollout took · the results with their figures · a link to each full case study What to do: 1. Confirm with customer marketing which customers have approved full case studies and gather the detail for each. 2. Write a full case study page for each approved customer and list them in the new section, grouped by industry. 3. Link each story card in the industry sliders to its full case study. Done when: /customers lists every customer story on the site by industry, each linking to a full case study. From: conversation e5716cea55e0, question 3: "Smart CRM, close deals faster, customers, case studies, compare" What is missing No full case studies: each story is only a quote and two figures, with no challenge, setup or timeline. /customers shows only Allica Bank, KeepCup and Suzuki, not the manufacturing, banking, retail and software stories on the industry pages. Where New section on /customers, placed after "Remarkable results, in every industry". Related sections Remarkable results, in every industry · How manufacturers keep sales, service and partners in step · How banks, credit unions and insurers grow with Hourglass · How retailers turn shoppers into regulars · How software companies grow from trial to renewal Main topics every customer story on the site, grouped by industry · the challenge each customer faced · the hubs and agents they use · how long the rollout took · the results with their figures · a link to each full case study What to do Confirm with customer marketing which customers have approved full case studies and gather the detail for each. Write a full case study page for each approved customer and list them in the new section, grouped by industry. Link each story card in the industry sliders to its full case study. Done when: /customers lists every customer story on the site by industry, each linking to a full case study.

Section on the site

Status

Ticket

/customersRemarkable results, in every industry

Partly answers it

Add a full case study library to /customers

What is missing

No full case studies: each story is only a quote and two figures, with no challenge, setup or timeline.
/customers shows only Allica Bank, KeepCup and Suzuki, not the manufacturing, banking, retail and software stories on the industry pages.

Where

New section on /customers, placed after "Remarkable results, in every industry".

Related sections: Remarkable results, in every industry · How manufacturers keep sales, service and partners in step · How banks, credit unions and insurers grow with Hourglass · How retailers turn shoppers into regulars · How software companies grow from trial to renewal
Main topics: every customer story on the site, grouped by industry · the challenge each customer faced · the hubs and agents they use · how long the rollout took · the results with their figures · a link to each full case study

What to do

Confirm with customer marketing which customers have approved full case studies and gather the detail for each.
Write a full case study page for each approved customer and list them in the new section, grouped by industry.
Link each story card in the industry sliders to its full case study.

Done when: /customers lists every customer story on the site by industry, each linking to a full case study.

Answer full page

This page brings together what you asked for: what's in the free Smart CRM, the habits that help teams close deals faster, and how Hourglass compares with legacy CRM suites. It also includes stories from manufacturers like Ironvale Components, Konica Minolta and Viessmann.

Open the answer page ↗

Sections in the answer page	Status
/products/crmEverything in the free Smart CRM	Answers it
/solutions/close-dealsFour habits of teams that close faster	Answers it
/compare/legacy-crmHourglass and legacy CRM suites, side by side	Answers it
/solutions/manufacturingHow manufacturers keep sales, service and partners in step	Answers it
/customersRemarkable results, in every industry	Partly answers it

Question 4

“What is everyone doing with AI agents right now with your products?”

Answer

Partly answered

/products/agents explains what each agent does and shows one story, a software company using the Data Agent. Agent use by other customers is spread across industry pages and never gathered in one place, and no manufacturing story or section mentions an agent at all.

Section on the site	Status	Ticket
/products/agentsReach accounts while they’re still in the product	Partly answers it	Add agent customer stories across teams to /products/agents Ticket Paste this into your ticketing tool. Add agent customer stories across teams to /products/agents Section: /products/agents › Reach accounts while they’re still in the product What is missing: - Only one customer story, Arduino using the Data Agent, shows agents in use. - No story shows the Customer, Prospecting or Campaign Agent at work on this page. - No story shows agents in use at a manufacturer, bank or retailer here. Where: Update this section: add cards beside "Arduino" in the "Reach accounts while they’re still in the product" section. Related sections: How banks, credit unions and insurers grow with Hourglass · How retailers turn shoppers into regulars · How software companies grow from trial to renewal What to do: 1. Confirm with the customer marketing team which customers use each agent and can be quoted on it, including the agent stories already on the industry pages. 2. Add one story card per agent, covering several teams and industries, each naming the agent and its measured result. 3. Check the section reads well on the other agent pages that share it. Done when: /products/agents shows customer stories for each of the four agents, from more than one industry. From: conversation e5716cea55e0, question 4: "What is everyone doing with AI agents right now with your products?" What is missing Only one customer story, Arduino using the Data Agent, shows agents in use. No story shows the Customer, Prospecting or Campaign Agent at work on this page. No story shows agents in use at a manufacturer, bank or retailer here. Where Update this section: add cards beside "Arduino" in the "Reach accounts while they’re still in the product" section. Related sections How banks, credit unions and insurers grow with Hourglass · How retailers turn shoppers into regulars · How software companies grow from trial to renewal What to do Confirm with the customer marketing team which customers use each agent and can be quoted on it, including the agent stories already on the industry pages. Add one story card per agent, covering several teams and industries, each naming the agent and its measured result. Check the section reads well on the other agent pages that share it. Done when: /products/agents shows customer stories for each of the four agents, from more than one industry.
/solutions/manufacturingHow manufacturers keep sales, service and partners in step	Missing here	Add agent use to the manufacturing customer stories on /solutions/manufacturing Ticket Paste this into your ticketing tool. Add agent use to the manufacturing customer stories on /solutions/manufacturing Who needs it: Manufacturing companies Section: /solutions/manufacturing › How manufacturers keep sales, service and partners in step What is missing: - None of the manufacturing stories mentions an agent or what it did. - No result from a manufacturer is tied to an agent. Where: Update this section: add agent detail to the "Suzuki", "Konica Minolta" and "Viessmann" cards, or add a fourth card beside them. Related sections: Built for complex products and long relationships What to do: 1. Confirm with the customer marketing team which of these manufacturers use agents, which ones and with what results. 2. Add the agent used and its result to each confirmed story card, or add a new manufacturing story centred on agent use. Done when: At least one manufacturing story on /solutions/manufacturing names an agent and the result it produced. From: conversation e5716cea55e0, question 4: "What is everyone doing with AI agents right now with your products?" Who needs it: Manufacturing companies What is missing None of the manufacturing stories mentions an agent or what it did. No result from a manufacturer is tied to an agent. Where Update this section: add agent detail to the "Suzuki", "Konica Minolta" and "Viessmann" cards, or add a fourth card beside them. Related sections Built for complex products and long relationships What to do Confirm with the customer marketing team which of these manufacturers use agents, which ones and with what results. Add the agent used and its result to each confirmed story card, or add a new manufacturing story centred on agent use. Done when: At least one manufacturing story on /solutions/manufacturing names an agent and the result it produced.
/solutions/manufacturingBuilt for complex products and long relationships	Missing here	Add a manufacturing agent use case to /solutions/manufacturing Ticket Paste this into your ticketing tool. Add a manufacturing agent use case to /solutions/manufacturing Who needs it: Manufacturing companies Section: /solutions/manufacturing › Built for complex products and long relationships What is missing: - The section never says how manufacturers use the agents in sales, service or with distributors. Where: Update this section: add a third card beside "Quotes from your real price lists" and "Service history on every ticket". Related sections: Agents that work alongside every team What to do: 1. Confirm with product which agents manufacturing customers use and for which tasks. 2. Add a card describing those agent tasks for manufacturing sales, service and distributor teams, with the approval step shown, linking to /products/agents. Done when: /solutions/manufacturing has a card describing how manufacturers use Hourglass agents. From: conversation e5716cea55e0, question 4: "What is everyone doing with AI agents right now with your products?" Who needs it: Manufacturing companies What is missing The section never says how manufacturers use the agents in sales, service or with distributors. Where Update this section: add a third card beside "Quotes from your real price lists" and "Service history on every ticket". Related sections Agents that work alongside every team What to do Confirm with product which agents manufacturing customers use and for which tasks. Add a card describing those agent tasks for manufacturing sales, service and distributor teams, with the approval step shown, linking to /products/agents. Done when: /solutions/manufacturing has a card describing how manufacturers use Hourglass agents.

Section on the site

Status

Ticket

/products/agentsReach accounts while they’re still in the product

Partly answers it

Add agent customer stories across teams to /products/agents

What is missing

Only one customer story, Arduino using the Data Agent, shows agents in use.
No story shows the Customer, Prospecting or Campaign Agent at work on this page.
No story shows agents in use at a manufacturer, bank or retailer here.

Where

Update this section: add cards beside "Arduino" in the "Reach accounts while they’re still in the product" section.

Related sections: How banks, credit unions and insurers grow with Hourglass · How retailers turn shoppers into regulars · How software companies grow from trial to renewal

What to do

Confirm with the customer marketing team which customers use each agent and can be quoted on it, including the agent stories already on the industry pages.
Add one story card per agent, covering several teams and industries, each naming the agent and its measured result.
Check the section reads well on the other agent pages that share it.

Done when: /products/agents shows customer stories for each of the four agents, from more than one industry.

/solutions/manufacturingHow manufacturers keep sales, service and partners in step

Missing here

Add agent use to the manufacturing customer stories on /solutions/manufacturing

Who needs it: Manufacturing companies

What is missing

None of the manufacturing stories mentions an agent or what it did.
No result from a manufacturer is tied to an agent.

Where

Update this section: add agent detail to the "Suzuki", "Konica Minolta" and "Viessmann" cards, or add a fourth card beside them.

Related sections: Built for complex products and long relationships

What to do

Confirm with the customer marketing team which of these manufacturers use agents, which ones and with what results.
Add the agent used and its result to each confirmed story card, or add a new manufacturing story centred on agent use.

Done when: At least one manufacturing story on /solutions/manufacturing names an agent and the result it produced.

/solutions/manufacturingBuilt for complex products and long relationships

Missing here

Add a manufacturing agent use case to /solutions/manufacturing

Who needs it: Manufacturing companies

What is missing

The section never says how manufacturers use the agents in sales, service or with distributors.

Where

Update this section: add a third card beside "Quotes from your real price lists" and "Service history on every ticket".

Related sections: Agents that work alongside every team

What to do

Confirm with product which agents manufacturing customers use and for which tasks.
Add a card describing those agent tasks for manufacturing sales, service and distributor teams, with the approval step shown, linking to /products/agents.

Done when: /solutions/manufacturing has a card describing how manufacturers use Hourglass agents.

Answer full page

Here's how teams use the Hourglass agents today, with people reviewing what goes out. It shows the Customer, Prospecting and Data Agents at work, a customer story about agents in action, and stories from manufacturers like Ironvale Components, Konica Minolta and Viessmann.

Open the answer page ↗

Sections in the answer page	Status
/products/agentsEverything you need to run agents responsibly	Answers it
/Agents that work alongside every team	Answers it
/products/agentsReach accounts while they’re still in the product	Partly answers it
/solutions/manufacturingHow manufacturers keep sales, service and partners in step	Missing here
/solutions/manufacturingBuilt for complex products and long relationships	Missing here

Question 5

“But I am in banking”

Answer

Partly answered

The financial services page shows banks and insurers using agents: the Customer Agent drafting member replies for staff approval, the Data Agent telling relationship managers who to call, and agents drafting renewal outreach that compliance signs off. The Agent Hub page, where visitors look for how teams use agents, shows only a software company's story and no banking example.

Section on the site	Status	Ticket
/products/agentsReach accounts while they’re still in the product	Partly answers it	Add a banking agent story to the customer results on /products/agents Ticket Paste this into your ticketing tool. Add a banking agent story to the customer results on /products/agents Who needs it: Financial services (banks, credit unions and insurers) Section: /products/agents › Reach accounts while they’re still in the product What is missing: - No banking or credit union example of agents at work appears on the Agent Hub page; the only story is from a software company. Where: Update this section: add a card beside "Arduino" in the customer results section. Related sections: How banks, credit unions and insurers grow with Hourglass · Built for regulated teams What to do: 1. Pick a banking story from /solutions/financial-services that centers on an agent, such as the Data Agent call list or the Customer Agent member replies. 2. Add it as a card with its agent use, approval step and result, linking to /solutions/financial-services. Done when: /products/agents shows a banking customer story describing which agent it uses and how staff approve its work. Depends on: Add agent customer stories across teams to /products/agents From: conversation e5716cea55e0, question 5: "But I am in banking" Who needs it: Financial services (banks, credit unions and insurers) What is missing No banking or credit union example of agents at work appears on the Agent Hub page; the only story is from a software company. Where Update this section: add a card beside "Arduino" in the customer results section. Related sections How banks, credit unions and insurers grow with Hourglass · Built for regulated teams What to do Pick a banking story from /solutions/financial-services that centers on an agent, such as the Data Agent call list or the Customer Agent member replies. Add it as a card with its agent use, approval step and result, linking to /solutions/financial-services. Done when: /products/agents shows a banking customer story describing which agent it uses and how staff approve its work. Depends on: “Add agent customer stories across teams to /products/agents”

Answer full page

Thanks, I've updated the page for banking. It still shows how teams use the Hourglass agents with people reviewing what goes out, and now includes stories from Harrowgate Credit Union, Allica Bank and Alacrity Solutions.

Open the answer page ↗

Sections in the answer page	Status
/solutions/financial-servicesHow banks, credit unions and insurers grow with Hourglass	Answers it
/solutions/financial-servicesBuilt for regulated teams	Answers it
/solutions/financial-servicesAgents that work alongside every team	Answers it
/products/agentsReach accounts while they’re still in the product	Partly answers it

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