AI Research Assistant
Get instant insights on any prospect or company.
Company Research
Instant Company Profile
AI compiles:
- Company overview
- Products/services
- Recent news
- Key executives
- Technology stack
- Funding history
- Competitors
How to Use
- Open a company profile
- Click AI Research
- View compiled insights
- Save relevant findings
Example Output
## Acme Corp
**Overview:** B2B SaaS company providing project managementsolutions for enterprise teams. Founded 2018, HQ in San Francisco.
**Recent News:**- Jan 2026: Raised $50M Series C- Dec 2025: Launched enterprise tier- Nov 2025: Expanded to EMEA
**Key Executives:**- CEO: Jane Smith (ex-Salesforce)- CTO: John Doe (ex-Google)- VP Sales: Sarah Johnson
**Technology Stack:**AWS, React, PostgreSQL, Stripe, Intercom
**Competitors:**Monday.com, Asana, NotionContact Research
Individual Insights
AI finds:
- Career history
- Recent activity
- Mutual connections
- Interests/topics
- Communication style
Personalization Hooks
AI suggests conversation starters:
- Recent job change
- Shared connections
- Common interests
- Relevant content they’ve shared
News Monitoring
Company Alerts
Get notified about:
- Funding announcements
- Leadership changes
- Product launches
- Partnerships
- Acquisitions
Industry News
Stay informed on:
- Market trends
- Competitor moves
- Regulatory changes
- Technology shifts
Competitive Intelligence
Competitor Tracking
Monitor competitors:
- Product updates
- Pricing changes
- Customer wins/losses
- Marketing campaigns
Battle Cards
AI-generated competitive positioning:
- Strengths vs competitor
- Common objections
- Win themes
- Proof points
Research in Workflow
Before Outreach
Research before you reach out:
- Open prospect
- Run AI research
- Find personalization hooks
- Craft personalized message
Before Meetings
Prepare with research:
- Review company profile
- Check recent news
- Understand their challenges
- Prepare relevant questions
During Deals
Stay informed throughout:
- Monitor news for triggers
- Track stakeholder changes
- Watch for buying signals
Research Settings
Sources
Configure where AI looks:
- ☑️ Company website
- ☑️ LinkedIn
- ☑️ News articles
- ☑️ Press releases
- ☑️ Social media
- ☐ Paid databases
Refresh Frequency
How often to update:
- Real-time (hot leads)
- Daily (active deals)
- Weekly (general database)
Frequently Asked Questions
How current is the AI research data?
Research pulls from recent web data, news articles, and public sources. Most data is within 30 days, though some company information may be older. Check dates on news items.
Can I save research findings to prospect records?
Yes, save relevant insights directly to prospect or company profiles. Saved research becomes part of the record and persists across team members.
What sources does AI research use?
AI researches company websites, LinkedIn, news articles, press releases, and social media. It doesn’t access paid databases unless you’ve connected them in settings.
How do I research a company not in my database?
Enter any company domain in the research tool to run a lookup. You can then save the company as a new account if relevant.
Is there a limit on how many research queries I can run?
Research queries count toward your AI usage limits. Check Settings → Usage for your current consumption. Enterprise plans have higher or unlimited limits.
Great salespeople are great researchers. Let AI do the heavy lifting.