Agent-Powered Account Intelligence: Get insights on customer priorities and recent changes

When viewing any account record, you can now request an AI-generated intelligence brief that automatically gathers and synthesizes information from web sources and external channels. The brief provides a comprehensive snapshot including company overview, recent developments, strategic priorities, potential risks, and product relevancy—all with cited sources and dates. This on-demand intelligence eliminates hours of manual research, giving you immediate context before meetings, proposals, or strategic planning.

This feature reduces manual research time and ensures sellers are working from current, consistent account insights. Sales managers gain better-prepared reps and more informed account plans, while account managers can identify risks and opportunities earlier in the relationship. By grounding recommendations in up-to-date external intelligence with clear sources, teams can engage customers more confidently, tailor conversations to strategic priorities, and improve the quality of interactions across the entire account lifecycle.

Steps to enable and configure

From AI Agent studio

1. Create an MCP tool for Tavily and add your API key.

2. Duplicate the Organization Research Agent Team from the agent template.

3. Add the Tavily tool to the new agent and publish it.

4. Build a VB extension that uses the customized agent created above.

5. Enable the Account Company Profile and Account News smart actions (they’re turned off by default).

Tips and considerations

A Tavily API key is required for this feature to operate. Viist the Tavily website for more information and to obtain a key.

Access requirements

None