How it works
Sales reps with 30 accounts spend Monday mornings clicking through the CRM, LinkedIn and news tabs, then pick who to call on gut feel. This agent reads the public signals and the CRM intent data for them and hands over a ranked brief with one clear next step per account, and the evidence behind it.
The pipeline
- The agent uses AI in exactly two steps. This demo adds an optional drafting assistant that only uses the evidence and CRM context shown on the page, and never sends anything.
- • The agent only recommends. It never writes to the CRM or sends outreach; the rep decides.
- Every 'Disagree' reason is how the agent gets measured and improved.
The six actions
- Engage now · triggerOne fresh, strong event, like a launch, funding round or leadership change, is reason enough to reach out this week.
- Engage now · clusterNo single event, but three or more signals together point to a buying window right now.
- Warm upGood fit but no trigger yet: build familiarity before you pitch.
- Research deeperSignals conflict or are unclear; check a few things before deciding.
- MonitorNothing actionable this week; keep watching for a new signal.
- DeprioritizeEvidence says this account is not a fit right now; spend time elsewhere.
Showcase: reading the news, not the headline
Real case from the agent's run on Sep 3, 2026.
What the agent found
- • News that Twilio bought Zipwhip for $850M
- • Twilio later shut the product down and divested it about 18 months after the deal
- • No public job postings anywhere
Why it matters
An acquisition headline usually looks like a reason to reach out. The agent read what the news actually said — this company no longer exists as a buyer — and recommended dropping the account instead. The news is about four years old, and the agent correctly treated it as background, not a trigger.
“Zipwhip was shut down as a standalone product following Twilio's acquisition and subsequent divestment; there is no independent entity, no buying authority, and no hiring activity — the company is defunct as a prospectable account.”
This run, by the numbers
High: strong, fresh evidence · Medium: good evidence with a caveat · Low: thin or mixed evidence
The Engage-now share is a guardrail: if everything is urgent, nothing is prioritized.