How does the Account Prospecting agent work?

The Account Prospecting agent is your pre-call research assistant. Click Generate brief on any prospect or company, and you get back a structured account brief in 30–60 seconds covering everything you need to walk into a conversation with context.

The brief format: - Company snapshot — what they do, employee count, recent funding, sector - Recent moves — last 90 days of signals + news, dated - Decision-maker map — known contacts in your CRM + likely additional roles to target - Talking points — 3–5 specific angles based on the data - Risks / blockers — common objections at this size and sector

Every claim cites a signal id, a CRM record, or "general knowledge" — the agent will never invent specific facts. If your data is thin, the brief says so explicitly rather than padding.

Where it lives. Prospect detail page → "Account brief" panel. Click Generate brief the first time, or Refresh brief to regenerate.

Caching. Briefs are cached for 7 days per company. Hitting Generate brief on a prospect at a company someone else already briefed re-uses the cache (cheaper, faster). Refresh brief forces regeneration regardless of cache age.

Tier. Solo, Pro and Enterprise. Basic sees a static demo brief on a synthetic example.

Cost. 15 usage units per brief, two web lookups included whether or not the agent uses them. Rolls up to your monthly usage allotment.

Web lookup. Each brief includes two web lookups the agent runs itself: one to find the company's official site and what they do, one for recent news. Every web fact is cited with its URL. Briefs are sharpest on companies already in your CRM and signals; the lookups are what make a company you are researching cold usable at all.