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Outbound · Research

Outbound research AI agent

Account research and trigger mining so SDRs and agents personalize from signal — not guesswork.

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Research that makes cold feel warm

Personalization quality is a research problem. The agent enriches accounts, finds triggers, and produces one-pagers reps or outbound agents can use immediately.

Observe → decide → act

What this agent watches, how it decides, and what it executes inside your guardrails.

Watches
  • ICP definitions and exclusion lists
  • Firmographic and technographic enrichments
  • Hiring, funding, product, and news triggers
  • Existing CRM ownership and suppression
Decides
  • Account fit score and segment
  • Best trigger and angle for first touch
  • Whether data quality is good enough to sequence
Acts
  • Writes account briefs into CRM or sheets
  • Pushes qualified accounts into outbound sequences
  • Flags bad data for human cleanup

Example actions

  • Build a 50-account list of Series B SaaS hiring GTM engineers this month

  • Attach a trigger brief: new CMO + open roles + competitor displacement angle

  • Suppress accounts with open opportunities or recent closed-lost

Integrations

  • CRM
  • Enrichment tools
  • LinkedIn
  • Clearbit-class data
  • Slack

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How to build this agent

Step-by-step guide (blog).

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FAQ

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