Key capabilities
- Conversational research with full account context
- Real-time web search and deep research on demand
- Source citations for every claim
- Conversation memory - previous research and follow-ups are saved
- Content streaming for real-time responses
- Multiple conversation threads per account
Who it’s for
| Role | How they use it |
|---|---|
| Account executives | Preparing for meetings, investigating accounts, getting quick answers to specific questions |
| SDRs | Researching accounts for outreach |
| Sales leaders | Getting quick account summaries |
Effective question patterns
The AI Assistant draws from different account intelligence modules depending on what you ask. Here are the most effective patterns.Strategic questions
- “What are [Company]‘s top strategic priorities for this year?”
- “What challenges is [Company] facing in their market?”
- “How does [Company]‘s strategy compare to [Competitor]?”
- “What are the main risks to [Company]‘s business?”
These draw primarily from the Strategic Insights module: priorities, goals, SWOT, and division intelligence.
People questions
- “Who leads the platform engineering function?”
- “Who reports to the CTO?”
- “Find me the VP of Sales or equivalent.”
- “What’s the career history of [Contact Name]?”
These draw from Contacts & Org Chart data.
Technology questions
- “What cloud technologies are they using?”
- “How does their tech stack compare to [Competitor]?”
- “What technologies are trending in their recent job postings?”
- “Do they use [specific technology]?”
These draw from Tech Stack Intelligence and Jobs data.
Hiring and investment questions
- “What roles are they hiring for right now?”
- “How has their hiring changed in the last quarter?”
- “Are they investing in [specific area]?”
- “What does their hiring pattern signal about their priorities?”
These draw from Jobs & Hiring Signals data.
Financial questions
- “What’s their current revenue and growth rate?”
- “How do their margins compare to competitors?”
- “What did analysts say in their last earnings call?”
- “Are they under financial pressure?”
These draw from Financial Intelligence data.
Meeting preparation
- “Prepare a meeting brief for my call with [Company] tomorrow.”
- “What are 5 discovery questions I should ask based on their strategic priorities?”
- “What’s the strongest value alignment between our solution and their goals?”
These synthesise across multiple data modules to produce comprehensive output.
Tips for better responses
Be specific
“What cloud technologies are they using?” is better than “tell me about their technology.”
Reference the account
The assistant knows which company you’re viewing. You don’t need to restate the company name in every message.
Ask follow-ups
The assistant remembers the conversation. “Go deeper on that” or “How does that compare to last year?” works naturally.
Request research
If the Intelligence profile doesn’t have what you need, ask the assistant to research it. “Research their recent partnerships” triggers a web search.