Solution: AI sales research agent
Your sales team spends hours researching prospects
Before each call, an AI agent reads the prospect's website, recent news and your CRM history, then writes a one-page briefing with sources your rep can trust.
Sounds familiar?
Signs this is costing you time
Good sales conversations start with preparation. Knowing what a company does, what changed recently and what you have already discussed with them makes the difference between a generic pitch and a useful conversation. But research takes time, so it gets skipped when the calendar is full.
An AI research agent does the reading so your reps can do the thinking.
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Reps spend a large part of each day researching instead of selling.
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Calls happen without preparation when the schedule gets busy.
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Useful context is scattered across the CRM, email and old notes.
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New reps take months to learn which details matter for each type of account.
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Research quality varies widely from one rep to another.
Before and after
How it works today, and how it works after
How it works today
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A rep opens several browser tabs before each call.
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They skim the company website, LinkedIn and news.
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They dig through the CRM for past emails and notes.
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Preparation depends on how much time is left.
How it works after
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A briefing is ready in the CRM before every scheduled call.
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It summarizes the company, recent changes and likely needs.
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It includes your history with the account and open opportunities.
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Every fact links to its source so the rep can check it.
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Reps spend their preparation time on strategy, not searching.
What we build
What we build
Meeting trigger
Web research tools
CRM context
Briefing template
Source citations
In practice
What it looks like in practice
An illustrative walk-through, not a client story.
A software company has a demo booked with an operations director at a regional logistics firm. The evening before, the agent reads the firm's website, finds a recent announcement about a new warehouse, and notes from the CRM that a colleague spoke to the same firm a year ago about a different product.
The briefing arrives in the rep's CRM view: a short company summary, the new warehouse news with a link, the earlier conversation and why it stalled, and two suggested questions about scaling operations. The rep reads it in five minutes, opens the call by mentioning the new site and skips the discovery questions the company already answered last year.
Models and tools
AI models and MCP servers that usually fit
We choose models by task, data sensitivity and cost, and test them on your real examples before we commit. These are common starting points, not a fixed recipe.
How we build it
The services behind this solution
Most solutions combine two or three of our services. These are the ones this one usually needs.
AI agents
AI that takes actions in your systems, such as qualifying leads or processing requests, with people checking the results.
CRM integration
Connect your CRM to forms, email, billing and support so customer records stay complete without typing.
MCP integration
Connect AI assistants to your CRM, files, databases and tools through Model Context Protocol servers, with safe permissions.
Industries where it fits best
Honest limits
Limits and human checks
Public information is incomplete and sometimes out of date. The agent can find the wrong company with a similar name, misread a news story or miss something important. We reduce these risks with source links for every fact, instructions to say "not found" rather than guess, and checks that the company matches the CRM record.
Briefings are preparation, not truth. Reps should treat them like notes from a helpful colleague: useful, and worth a quick check before quoting anything to a customer. We also respect website terms and privacy rules, researching companies rather than building profiles of private individuals.
Keep exploring
Services, industries and case studies
Related services
View all related services- AI agents AI that takes actions in your systems, such as qualifying leads or processing requests, with people checking the results.
- CRM integration Connect your CRM to forms, email, billing and support so customer records stay complete without typing.
- MCP integration Connect AI assistants to your CRM, files, databases and tools through Model Context Protocol servers, with safe permissions.
- API development Well-documented APIs that let your product talk to apps, partners and AI tools reliably.
- AI Product Development AI agents, knowledge assistants, copilots and document automation built into the way your team already works.
- AI-Powered Web Development Business websites, customer portals, dashboards and web applications that load fast, rank well and are easy to change.
Solutions
View all solutions- AI lead qualification Score, research and route every new inquiry so your team talks to the best leads first.
- Meeting notes automation Transcribe meetings and calls, summarize decisions and push action items into your CRM or project tool.
- Compliance tracking Track filing deadlines, licenses and obligations in one place, with reminders and AI summaries of relevant rule changes.
- Automated quoting Draft accurate quotes and proposals from a request, your price rules and past work, for a person to approve.
- AI support agent An assistant that answers routine questions from your own content, checks orders and hands anything else to a person.
- Internal help desk assistant An assistant in Slack or Teams that answers policy and how-to questions from your handbooks and opens tickets when needed.
Industries
View all industries- Professional services Client portals, proposal drafting, knowledge assistants and internal tools for consultancies, agencies and firms.
- SaaS and startups MVPs, subscription billing, AI features, multi-tenant platforms and scaling support for founders and product teams.
- Recruiting and staffing Candidate screening assistants, ATS integrations, interview notes and onboarding automation for recruiters and staffing firms.
- Real estate Listing sites, lead handling, CRM automation and document workflows for agencies, brokers and developers.
- Healthcare Patient booking, intake forms, internal knowledge assistants and admin automation for clinics and care providers.
- Insurance Claims intake, document and photo processing, policy knowledge assistants and customer portals for brokers and insurers.
Guides and articles
View all guides and articles- What are AI agents and how do businesses use them? What AI agents are, real business uses, the controls they need and how to start with one safely.
- What is the Model Context Protocol? A business guide to MCP: what it is, how MCP servers work, who supports it and how to start using it.
- How to build an AI workflow with MCP servers Plan, connect and test an AI workflow that uses MCP servers, from a single task to a reliable process.
- AI chatbot vs AI agent What separates a chatbot that answers from an agent that acts, and when you need each.
- How to connect AI to your CRM Connect AI assistants to HubSpot, Salesforce or other CRMs safely, with the tasks worth automating first.
- MCP security best practices How to choose, configure and monitor MCP servers so AI assistants get the access they need and nothing more.
AI models
View all ai models- Reasoning Models that think through multi-step problems before answering: analysis, planning, math, complex documents and agent work.
- Claude Sonnet 5 Anthropic's balance of speed and intelligence: a strong everyday model for assistants, document work, tool calling and coding.
- Gemini 3.1 Pro Google's most advanced Gemini model for reasoning, software engineering and agent work, reading text, images, audio, video and PDFs. Available as a preview.
- Claude Fable 5.1 The top tier of the Claude family, for the most demanding reasoning and long-horizon agent work, priced above Opus.
- Claude Opus 5.5 Anthropic's recommended starting point for most serious work: long-running agentic coding and knowledge work, with a 1M token context window.
- GPT-6 Astra OpenAI's most capable model, built for the hardest end-to-end work: complex reasoning, coding, computer use and research.
MCP servers
View all mcp servers- Search and web Servers that give AI live web search, page fetching and research tools, so answers can use current information.
- CRM and sales Servers that connect AI to CRM and support platforms, to look up customers, update records and prepare follow-ups.
- Brave Search Brave's official MCP server gives AI live web, news, image, video and local search from Brave's own independent index.
- HubSpot HubSpot's official hosted MCP server lets AI search and manage CRM records, query CRM data and work with marketing emails, pages and posts.
- Fetch The MCP project's reference Fetch server lets AI download a web page and read it as clean text or markdown.
- Browser automation Servers that let an AI agent open web pages, click, fill forms, take screenshots and extract data from sites.
Glossary terms
View all glossary terms- AI agent An AI agent is software that uses a language model to plan steps, call tools and act toward a goal, instead of only answering one question.
- Tool calling Tool calling is when an AI model asks the application to run a tool, such as a search or database lookup, and then uses the result in its answer.
- RAG RAG, or retrieval-augmented generation, is a method where an AI system first finds relevant passages in your documents, then answers using only those passages.
- CRM A CRM, or customer relationship management system, stores contacts, companies, deals and interactions so a team can manage its customer relationships in one place.
- MCP server An MCP server is a program or hosted service that exposes a system's data and actions as tools that AI assistants can use through the Model Context Protocol.
- Model Context Protocol The Model Context Protocol, or MCP, is an open standard for connecting AI assistants to external tools and data in a consistent way.
FAQ
Questions about AI sales research agent
Have a question that is not here? Ask us directly.
Public company websites, news and other openly available pages, plus your own CRM history. We agree the sources with you and avoid anything that breaks website terms or privacy rules.
Yes. The briefing is saved to the account or meeting record so reps find it where they already work. See CRM integration.
Most facts are accurate when they come with sources, but mistakes happen. Every fact links to its source, and the agent is told to leave gaps rather than guess.
No. It removes the searching and copying, so your team spends time on conversations and strategy. See AI agents for how we keep people in control.