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Practical guides, original research and benchmarks to help you choose, build and improve AI agents for your business.

Procurement document behind a review gate with company and security evidence
Sales

Which AI agents help when enterprise deals get stuck in procurement?

Use security questionnaire agents for evidence-backed answers, RFP agents for coordinated responses, and fit agents for capability gaps. Start with the unresolved requirement blocking progress, keeping specialist review over disclosures, compliance statements and delivery commitments.

· 4 min readRead article
Sales call notes with extracted tasks and a follow-up email draft
Sales

Top 5 AI agents for reducing manual work after a sales call

Use post-call agents to draft follow-ups, correct records, identify discovery gaps, prepare proposals and coordinate next steps. Choose only the outputs the conversation supports, leaving unconfirmed requirements and dates open for the account owner to resolve.

· 4 min readRead article
Account research map with stakeholder and company briefing cards
Sales

Top 5 AI agents for sales reps preparing for a big account

Choose preparation agents that resolve what you still need to know: company context, decision-makers, discovery questions, demonstration scope or objections. Start with the biggest evidence gap before an important meeting, keeping assumptions separate from confirmed buyer facts.

· 4 min readRead article
Side-by-side wireframes comparing record cleanup with account research
Sales

CRM hygiene agents vs account research agents: which should you build first?

Start with CRM hygiene when unreliable opportunity records obstruct decisions. Choose account research when records are usable but preparing relevant conversations takes repeated effort. Forecast reconciliation becomes useful when the underlying deal information can be trusted.

· 4 min readRead article
Two evidence boards comparing reasons customers buy and reasons they walk away
Sales

Top 5 AI agents for understanding why customers buy—or walk away

Combine interview themes, objections, deal outcomes, product feedback and cancellation evidence to investigate buying decisions. Choose the source closest to the question, retaining contrary accounts and distinguishing customer statements from your team’s explanations of what happened.

· 4 min readRead article
Layered proposal wireframe with business case evidence and supporting calculations
Sales

Top 6 AI agents for preparing stronger proposals and business cases

Use proposal agents to resolve requirements, verify fit, draft scope, check quotes, model economics and design a trial. Choose the missing decision before generating documents, keeping commercial commitments and benefit estimates tied to approved evidence and explicit assumptions.

· 4 min readRead article