AI agents for sales research

The workflow

Enrich accounts and contacts, summarize prospects from public data, and generate account plans for reps.

Suitable agent types

Specialist research agents and end-to-end sales-development agents.

Evaluation questions

• Which data sources are used?
• How is data recency maintained?
• What confidence signals are returned?
• Are sources cited?

Risks to plan for

• Hallucinated contact data
• Outdated firmographics
• Compliance issues with scraping

Pilot metrics we recommend

• Meetings booked per rep
• Cost per meeting
• Contact accuracy sample audit