Account research brief

You’ll stand up an agent that researches a company on demand and returns a short, structured brief — invoked right from Slack before a call.

The plan

Start from an Agent Hub template
Enable web search
Connect it to Slack
Invoke it from your sales channel

Step 1 — Start from a template

Open the Agent Hub and install a research-style template to get a working agent fast, then edit its system instructions to produce your brief format: company snapshot, recent news, likely pain points, and a suggested opener. (You can also build from scratch in Agents.)

Step 2 — Turn on web search

In the Capabilities tab, enable Web Search so the agent can pull current information about the account rather than relying on stale training data.

Step 3 — Connect Slack

Add Slack as a channel so reps can reach the agent where they already work. See the Slack integration for connecting the workspace.

Step 4 — Use it before calls

A rep mentions the agent in your sales channel with a company name and gets the brief back in the thread. Test the prompt-to-brief flow in the builder preview first, then refine the format.