Tools · Agents
Sales Research Agent
Collects public information and CRM data about a company and prepares a short brief before a meeting.
- Risk level: Low
- Implementation complexity: Low
- Performs tasks
Departments and use cases
- Sales — Inquiries, qualification, research and meetings.
Human approval
Minimum: Sample review
A person checks a sample of the results afterwards.
The salesperson checks the brief before the meeting; the agent never contacts the customer.
Where a person approves
- The salesperson checks the brief before the meeting
Inputs
- Company name or CRM record
- Public sources
- Internal notes
Outputs
- One-page brief
- Suggested questions for the call
- Cited sources
Prerequisites
- A list of allowed public sources
- Read-only CRM access
Main risks
- Outdated or inaccurate public information
- Collecting more personal data than needed
Required data
- Knowledge base
Integrations needed for implementation
- CRMrequiredContacts, deals and customer history.
- Documents and knowledgeDocument stores and knowledge bases.
CRM
Risk level
Low
Works with public or company information and does not act externally.
Data: Mostly company and public information; no personal profiles beyond a business role.
Implementation complexity
Low
Dependencies: None
Example workflows
Illustrative examples — they show the order of steps, not a working integration.
From inquiry to meeting
- New inquiry
- Lead Qualification Agent
- Sales Research Agent
- Scheduling Agent
- Booked meeting recorded in the CRM
Preparing a proposal
- Qualified inquiry
- Sales Research Agent
- Proposal generation assistant
- Approved proposal sent by a salesperson
Want an agent for a specific process?
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