Prepare for a Sales Call

A good opening to a conversation starts with a clear picture of the person you're meeting. The agent helps you organize the information available beforehand.

Useful for sales teams preparing for an initial call.

The problem

You have a call coming up and want to quickly get familiar with the company and its market.

1. What this use case does

The agent reviews accessible information about a company and puts together potential strengths, open questions, and competitors as a starting point for your research. You'll need to verify its assessments and sources.

2. How to use it

Provide the company's website and the goal of the conversation. Use the research to prepare relevant questions, not as an unverified assessment.

Example prompt:

Analyze this website to help me prepare for an initial call. Summarize the company's offering, list potential competitors, and flag any uncertain assessments with sources.

3. How to set it up

Create an agent with a clear structure for preparing for conversations and citing sources. For example, name it "Sales Assistant." Enable a suitable research tool if one is available. This use case was explicitly requested in the collection, so check what access is actually available before using it.

Learn more about setting up your own AI agents