Original page
Prospecting Agent
What’s included
Spots website visits, product usage and replies that suggest an account is ready.
Summarizes each company and the people worth contacting.
Writes first emails and follow-ups for a rep to review.
Suggests the next step for every account in a sequence.
Prepares a one-page brief before each first call.
Logs every touch on the account, so the record stays complete.
How it works
The agent does the digging; your reps keep the relationship.
Each account comes with a short brief: what the company does, who to talk to and why now.
First emails and call notes are drafted in your team’s style. Reps edit, approve and send.
Collects site visits, product usage, replies and events for the account.
Summarizes why now, who is involved and a customer story that fits.
Reps edit, approve or dismiss the brief. Every touch is logged on the account.
Customer stories
How a hardware and software platform lets the Data Agent flag the trials that are ready to talk.
Illustrative story for this demo.
“Product usage sits right next to every trial in the CRM. The Data Agent flags the accounts that are ready to talk, and our reps reach them while they are still in the product.”
Noor Siddiqui
VP of Growth, Arduino
29%
more trials converted to paid
2x
faster lead routing
This page has no blocks to explain.
The last 30 days of chat questions: how well the website answered them, and the gaps that keep coming back.
Open Content Intelligence ↗Pick a company, then a person, to see how each page changes for their role and industry. The companies are real; the people are fictional.
People
Prospecting Agent
Learn more
