Agents are search “robots” that retrieve news articles and current events about companies and people of interest to you. Sales Intelligence groups these articles into sales-relevant categories such as Leadership Changes, New Offerings, and Expanding Operations. Using these agent results, you can identify business opportunities with your target companies and find conversation starters that can help you better prepare to approach your target.
Agent Types
Standard Agents: Agents that are predefined with select keywords to gather specific business-related news, such as Leadership Changes, New Offerings, etc. These agents are selected by default in Sales Intelligence. The following figure shows the list of standard agents available:
Team Agents: Agents created for you, according to your requirements, by your customer success manager (CSM), which are shared across your team.
Custom Agents: Agents that you can create with keywords and other criteria to specify what kind of news you'd like to see for a target company or a contact. For more information, read the article About Custom Agents in our Knowledge Base.
Turning Off Agents You Don't Need
Sales Intelligence provides 18 built-in categories of Agents (sales trigger events). Some of these categories may not apply to your particular business. To avoid information overload, it’s a good idea to turn off any Agents that aren’t of interest to you. That will make it easier to find the key Company Insights most likely to help you find and close more business.
| Step | Description | Details |
|---|---|---|
| 1 | Manage agent settings | Click the Manage Agents link from the Home page.
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| 2 | Unselect the check box | Uncheck the checkboxes of any Agents that aren’t relevant to your business. |
| 3 | Apply Changes | Click Save.
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Additional Resources