How it works.
Step 1 of 3
Signals
Signals show what prompted the work, each with a severity.
/agent/account
Signals
- Stalled deal: Northwindhigh
- High-intent website activity: Northwindmedium
- Sequence completed, no reply (Quarterly outbound): Contosomedium
Step 2 of 3
Account Operating Plan
Generate a plan for an account, and start a Goal from it.
/agent/account
Account Operating Plan
Generate PlanStart GoalNo plan generated yet for this account.
Step 3 of 3
Deep research
A research run adds pain points and a buying committee, marked unverified until you confirm them.
/insights
AI-researched — unverified, confirm before use
Opportunity score · ICP match · Qualification
Pain points
- Reporting is assembled by hand across teams
Buying committee
- Priya NairPrimary Decision Maker
- Marcus WebbTechnical Buyer
- Strategic OwnerNo candidate found