Use Case 1
Pre-Call Tech Profiling
Trigger: Seller selects a prospect to research before outreach or a call
1.Confirm the target prospect with the user
2.Run deep web research across EHR, CRM, AI, HR, and BPM
3.Capture each finding with its source and confidence
4.Identify likely pain points given the stack
5.Generate tailored discovery questions
6.Assemble a structured technology profile report
7.Mark unverified items as unconfirmed
✓
Sellers walk into discovery with a sourced view of the prospect's stack and openers tied to it.
Use Case 2
Conflicting-Source Resolution
Trigger: Public sources disagree on a prospect's technology
1.Surface both sources rather than choosing silently
2.Rank by recency and source quality
3.Infer likely transitions (e.g., migrations)
4.Present the conflict as a discovery hook
5.Avoid asserting unverified detail
✓
Ambiguous intelligence becomes a useful talking point instead of a guess.
Integrations
Web Research & News
Knowledge Base
Document Storage (Google Drive)
CRM (Salesforce, HubSpot)
Report & Chart Generation
Industries
all
See It In Action
A sample conversation with this agent
Research the tech stack at Meadowbrook Health before my discovery call.
On it. I'll confirm the prospect with you, then run deep web research across five categories—EHR, CRM, AI/automation, HR systems, and BPM. For each I capture what they run, the source, and how confident the evidence is. I assemble a structured technology profile: current stack, likely pain points given that stack, and discovery questions tailored to it. Anything I can't verify I mark as 'unconfirmed,' not asserted.
You found two conflicting sources on their EHR—which do you report?
I report both and rank by recency and source quality. A 2026 press release naming Epic outweighs a 2023 job posting referencing Cerner—likely a migration. I present it as 'Epic (current, per 2026 announcement); previously Cerner (2023 postings)' rather than picking one silently. The migration itself is a useful discovery hook, so I flag it as a talking point instead of hiding the conflict.
Turn the research into something I can actually open the call with.
Profile summary: Epic EHR (recent migration), Salesforce CRM, early-stage AI pilots in revenue cycle, Workday HR. Likely pain: post-migration workflow gaps and manual intake. Three discovery openers: how the Epic cutover changed intake turnaround, where the AI pilots are stalling, and whether revenue-cycle staffing kept pace. Each maps to a capability without pitching—openers, not claims.