Company Agent
Limited Access: Sales Agents is currently available to select customers only. To get access, reach out to [email protected].
Overview
The Company Agent is an AI-powered assistant that operates at the account level. It provides an interactive chat interface where you can ask questions about a company, generate AI context from the company's signals and activity, and trigger prospecting task generation based on configured motions.
How It Differs from the Deal Agent
Scope
Company level
Deal level
Task Type
Prospecting tasks via motions
Deal progression tasks
Context Sources
Company signals, contacts, activity, past deals
Deal-specific CRM data, calls, emails
Document Uploads
Not supported
Supports text and image uploads
Configuration
Uses motions from prospecting config
Uses deal task generation config
Getting Started
Navigate to a company's detail page.
Open the Agent tab.
Click Generate Context to initialize the AI with the company's data.
Once context is ready, select a motion and generate tasks, or start chatting.
The Agent Toolbar
The toolbar provides controls for context and task generation:
No context
"Generate Context" button
Context ready
"AI Context Ready" with "Regenerate" button, motion dropdown, and "Generate Tasks" button
In progress
Spinner with step details and a "Cancel" button
Motion Selector
When context is ready, a dropdown appears listing your enabled motions (sorted by priority). Select a motion before clicking "Generate Tasks" — each motion produces tasks tailored to its outreach strategy.
Chat Interface
The chat panel lets you ask questions about the company. Type a question and press Enter.
Examples of useful questions:
"What signals indicate this company is a good fit?"
"Who are the key contacts we should reach out to?"
"What has our engagement history looked like?"
"What pain points might this company have?"
Understanding Responses
Responses include:
Reasoning (collapsible) — The agent's thought process, shown with elapsed time tracking.
Answer — Formatted response with the agent's analysis and recommendations.
Conversation Management
Chat history persists during your browser session.
Click New Chat to start a fresh conversation.
Previous messages are loaded when you return to the same company.
Generating Prospecting Tasks
Ensure context has been generated.
Select a motion from the dropdown.
Click Generate Tasks.
Progress is shown in the toolbar.
On completion, tasks appear in the company's Tasks tab.
See the Company Prospecting Task Generation documentation for full details.
User Flow
Generate Context — One-time setup to load company data into the AI.
Chat — Ask the agent questions to understand the account.
Select Motion — Choose the outreach strategy that fits.
Generate Tasks — Get AI-recommended prospecting actions.
Execute — Work through generated tasks in the Tasks tab.
Constraints
Context required: Chat and task generation are unavailable until context is generated.
Motion required for tasks: You must select a motion from the dropdown before generating tasks. The button is disabled if no motion is selected.
Prospecting must be enabled: The toolbar is hidden entirely if prospecting is disabled in your configuration. See the Configuration documentation.
No document uploads: Unlike the deal agent, the company agent does not support uploading custom documents. Context is built entirely from system data.
FAQ
Q: Why don't I see the Agent tab on a company page? A: The agents feature must be enabled for your workspace. Contact your admin or reach out to [email protected].
Q: Why is the toolbar not visible? A: The toolbar is hidden when prospecting is disabled. Enable prospecting in the Configuration settings.
Q: Can I generate tasks for multiple motions? A: Yes, but one at a time. Select a motion, generate tasks, wait for completion, then select a different motion and generate again.
Q: What happens when I regenerate context? A: The AI refreshes its knowledge with the latest company data (signals, contacts, activity). This does not affect existing tasks.
Q: Why does the motion dropdown show "Select motion"? A: You need to choose a motion before generating tasks. If the dropdown is empty, check that you have enabled motions in your Configuration.
Q: Can multiple team members use the company agent? A: Yes. The company's context is shared, but each user has their own chat conversation.
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