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Account & Prospect Research

Prospect Technology Research Agent

ai

Interactively researches a selected prospect's technology stack across EHR, CRM, AI, HR, and BPM systems, then compiles a structured technology profile report to inform targeted outreach and discovery.

Solutions EngineerAccount ExecutiveSales Development Rep
15 min
To a tech profile vs. 2+ hours of manual research
5
System categories profiled (EHR, CRM, AI, HR, BPM)
Cited
Findings sourced to public web evidence
One prospect, end to end

Call is booked. Profile in hand.

See the research agent take Meadowbrook Health from a booked call to a sourced tech profile.

Case PR-0412

Pre-call tech profiling · Meadowbrook Health

  • AI
  • 15 min to profile
  1. Intake
  2. Research
  3. Evaluate
  4. Deliver

01 · Intake

Prospect confirmed

Seller named Meadowbrook Health before discovery

New case

Packet open
Prospect
Meadowbrook Health · Confirmed with seller
Requested by
Account executive · Discovery call ahead
Request
Tech stack across 5 categories · EHR, CRM, AI, HR, BPM
Case packet · 3 sourcesComplete

Incoming

  • Seller requestResearch before the discovery callReceived
  • CRM recordProspect account and call contextReceived
  • Knowledge BaseCapability notes to map openersReceived

02 · Research

Stack researched

Web research across EHR, CRM, AI, HR and BPM

Pulled together

Findings captured
  • EHR sources found2026 press release names Epic, 2023 postings name Cerner
  • CRM and HR foundSalesforce CRM, Workday HR
  • Each finding sourcedSource and confidence captured per category

Matched record

EHR
Epic · previously Cerner
CRM
Salesforce
AI
Early-stage pilots in revenue cycle
HR
Workday

03 · Evaluate

Sources reconciled

Epic outranks Cerner on recency and source quality

Checks applied

Conflict resolved
  • EHR conflict ranked2026 Epic release outweighs 2023 Cerner postingPress release
  • Pain points inferredPost-migration workflow gaps and manual intakeStack profile
  • Unverified items markedAnything not verified is shown as unconfirmedWeb evidence
Deciding finding

Likely Epic migration

A 2026 press release names Epic and 2023 job postings reference Cerner, so the cutover becomes a talking point.

EHR sources

2026 press release
Epic · Current
2023 job postings
Cerner · Previous

04 · Deliver

Profile delivered

Three discovery openers tied to the stack

Profile ready

Epic migration is the opener

Epic is current and Cerner came before, so the cutover anchors the call, backed by cited web evidence.

Opener 1
Epic cutover and intake turnaround
Opener 2
Where the AI pilots are stalling
Opener 3
Revenue-cycle staffing pace

Categories profiled

5

EHR, CRM, AI, HR, BPM

Evidence

Cited

Public web sources

Audit trail

  1. Prospect confirmed with seller14:02
  2. Web research across 5 categories14:05
  3. EHR conflict rankedEpic over Cerner14:09
  4. Technology profile assembled3 discovery openers14:14

15 min to a tech profile vs. 2+ hours manual

Illustrative case · sample data

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

Built in Actava.ai

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Research the tech stack at Meadowbrook Health before my discovery call.

Prospect Technology Research Agent

I'll confirm the prospect with you first, then research Meadowbrook Health across five technology categories. Anything I can't verify gets marked unconfirmed, not asserted.

Categories to research

  • EHR

    What they run, the source, and evidence confidence

  • CRM

    What they run, the source, and evidence confidence

  • AI/automation

    What they run, the source, and evidence confidence

  • HR systems and BPM

    What they run, the source, and evidence confidence

Example complete

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Sample scenarios. Actions and outputs are illustrative.