Sales / Account Intelligence Agent
Combines internal account context and external signals to generate richer account intelligence and briefs.
Models account research using internal CRM/account context alongside Web Search, analysis, validation and brief generation.
Design variants
The same solution, implemented 2 ways. Choosing one changes the workflow and dependencies described below; it does not calculate anything.
How it works
6 operations and 7 activities, in the order they run. Expand an operation to see its activities.
Interpret the request and plan what to find out.
Read what the business already knows about the account. Application data access, and unpriced.
Search externally and summarize what was found.
Normalize the evidence, then reason over it.
Check the insights against the evidence that supports them.
Write the account brief.
What this solution uses
For Quick Account Brief. An activity that calls a model and a service appears in both groups.
AI / model work5
- Model Request InterpretationInterpret Account Intelligence RequestDefault: Ctxdex Intelligence 4 Fast
- Model Discovery with Web SearchDiscover External Account SignalsDefault: Ctxdex Intelligence 4 Fast
- Model Account AnalysisAnalyze Account IntelligenceDefault: Ctxdex Intelligence 4 Fast
- Model Insight ValidationValidate Account Insights
- Model Brief ProductionProduce Account BriefDefault: Ctxdex Intelligence 4 Fast
Services1
- Web SearchDiscover External Account SignalsDefault: Ctxdex Intelligence 4 Fast
Application / workflow work2
- Application Data AccessRetrieve Internal Account Context
- Deterministic NormalizationNormalize Account Evidence
Design details
- Business unit
- Account Intelligence Request
- Design variants
- 2
- Operations
- 6
- Activities
- 7
- Model-backed activities
- 5
- Priced service dependencies
- 1
- Application / workflow activities
- 2
Explore Scenario Economics
Scenario Economics calculates this solution. There you can choose a compatible model or offering for each activity, set workload assumptions and volume, and change the other inputs Quick Account Brief supports.