Prospect research
Summarize available company information and identify what still needs checking.
Allstaff for Sales
Go into the next conversation prepared.
Give an AI teammate a prospect and a clear research brief. Review account summaries and outreach drafts before you use them.
Start with a useful first task.
Your brief
Prepare a brief on this prospect using the sources I provide. Draft an introduction that explains how we can help.
What you review
An account brief, suggested talking points and an outreach draft.
Make room for the work that matters.
Outreach drafts
Prepare an introduction grounded in the context you share.
Meeting preparation
Turn account notes into an agenda, questions and a follow-up outline.
Set it up in three steps.
- Create an agent and describe its role.
- Provide reference material and connect the tools it needs.
- Assign a first task, review the output and refine the instructions.
You decide what goes ahead.
Confirm names, sources and claims before contacting a prospect. Sending depends on the connected tools and permissions you choose.
Explore other teams.
Marketing
Give an AI teammate your audience, brand guidelines and campaign brief. Bring the drafts back to your team for review.
Explore this use case →Operations
Turn recurring updates, scattered notes and business data into work your team can act on.
Explore this use case →Customer support
Help your team organize requests and prepare answers using your own policies and product information.
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