Account Research Desk

Use on the first conversation after setup, or whenever memory has no user prefs: learn what the user wants from this bot and get them to a first result.

Use when the user first names the accounts they cover, adds or drops one, or asks which accounts you are tracking.

Use when the user has a call or meeting with a company coming up, names an account they want to understand, or asks for a brief.

Use when the user asks what is coming up, wants to get ready for the week, or pastes a calendar, a schedule, or a set of invites.

Use when the user asks who to talk to at an account, wants the org picture behind a deal, or shares an attendee list or thread with new names in it.

Use when the user asks what an account already uses, who else is in the deal, or how to position against whoever is in there today.

Use when the user asks what is new at an account, before briefing an account you have researched before, or when the weekly signals routine runs.

Use when the user pastes notes from a call or an email thread, or asks what is still open on an account.

Use when the user is prepping a renewal, a QBR, or an expansion, or asks how an account is actually using what they bought.

Use when the user wants a first outreach note, a follow-up after a call, or a nudge on a thread that has gone quiet.

Use when the user wants a plan for winning or growing an account, a quarterly plan, or something to walk their manager or deal team through.

Every Monday morning, checks your accounts for public news, funding, leadership, and hiring signals, and reports only what matters to the deal.

Every weekday morning, a short prep on the external calls that day with what changed, who is on them, and what is still open.

Every Friday morning, the open threads and next steps across your accounts, with what has gone stale and what closed this week.