Sales Intelligence Agent
The Sales Intelligence agent retrieves financial and company data from external APIs. It provides access to company profiles, financial statements, news, and market data to support sales research and due diligence workflows.
Use Cases
- A sales or research AI Employee needs to look up company information before outreach.
- You need to pull financial data for account research, lead qualification, or deal preparation.
- Your workflow requires real-time company or market data from public sources.
| Input | Type | Description |
|---|
query | Text | The company name, ticker symbol, or research question. |
Outputs
| Output | Type | Description |
|---|
data | JSON | The retrieved financial or company data. |
summary | Text | A natural language summary of the findings. |
Configurations
| Parameter | Description | Default |
|---|
data_providers | Which financial data providers to query. | All configured providers |
How to Use This Agent
trigger -> sales_intelligence("Look up {{company_name}}") -> custom_agent("Draft a personalized outreach email") -> send_email