The AI Account Summary in the Demandbase One for Sales Account Tab, the AI Account Summary uses the Account Engagement Agent to analyze account data and summarize the account’s fit, engagement, intent, technology usage, activities, and financial signals. The summary updates in real time and helps sales teams prioritize accounts and plan outreach.
You can also use Recommended Actions to act on personalized outreach suggestions.
Data Used in the AI Account Summary
The AI Account Summary uses data from:
- Demandbase (intent, technographics, etc.)
- Your CRM
- Your Marketing Automation System (MAS)
- CSV data imports.
Filter the AI Account Summary by GTM Segment
Use the Buying Group filter to focus the AI Account Summary on a specific GTM segment. Each Buying Group represents a configured GTM segment with criteria such as personas, intent, visited web pages, journey stages, and activities.
When you select a Buying Group, the AI Account Summary and Recommended Actions update based on its criteria while continuing to consider activity and context from the entire account.
Tip: Hover over the info icon next to a Buying Group to view its GTM segment critera.
AI Account Summary Sections
The AI Account Summary organizes account insights into the following sections:
Overview
Assesses the account’s Ideal Customer Profile (ICP) fit using its Top Qualification Score and Top Pipeline Predict Score. It also summarizes engagement, intent, technographics, and recent activities and recommends next steps.
Engagement
Summarizes the account’s engagement activity, including:
- Web visits (over the last 30 days and the last 3 months)
- Sales touches (over the last 14 days)
- Engagement points (over the last 7 days and the last 3 months)
- Number of people from the account who are engaged
- Trending engagement
The summary interprets what these metrics indicate about the account’s engagement level and potential areas for improvement.
Intent
Identifies significant intent signals and interprets what they indicate about the account’s potential interests, needs, and priorities.
Technographics
Summarizes the account’s technology stack by category and identifies relevant products. It also interprets what the technologies indicate about the account’s current environment.
Activities
Summarizes the account’s top three activity types during the last 30 days. Activities can include intent, page visits, campaign responses, and other configured activities.
For each activity type, the summary includes the total number of occurrences and explains what they may indicate about the account’s engagement, interests, and buying stage.
Financial Reports
Summarizes financial signals from 10-K filings for public companies. The summary can identify financial health, strategic priorities, execution risks, and relevant sales insights.
News
Summarizes relevant account news when news is available for your tenant.
Explore and Share the AI Account Summary
Use the following options to explore or share information from the summary:
- AI Prompts: Review prompts generated from the AI Account Summary. Click a prompt to open it in AI Chat in Sales .
- Copy: Copy the Ai Account Summary to paste into an email, message, document, or another application.
- Sources: Review the data used to generate the summary. Click a source to go to the related account section and view more details.
Understand Recommended Actions
Recommended Actions analyze engagement, activities, and intent signals to suggest personalized outreach for an account.
Filter Recommended Actions by Status
Use the status drop-down to view recommendations with the following statuses:
- Open: Recommendations that you have not dismissed or completed.
- Dismissed: Recommendations that you dismissed without taking action.
- Completed: Recommendations that you completed by using Export All or Take Action.
Review Recommendation Types
You may see the following recommendation types:
- Single Person Engagement: Connect with an individual showing meaningful engagement. Click Show more to review the person’s page visits, campaign activities, Engagement Points, and engagement dates.
- Single Person Known Page Visits: Follow up with a Known person who visited your website. Click Show more to review the visited pages, Engagement Points, and visit dates.
- Single Person Known Campaign Response: Follow up with a Known person who responded to a campaign. Click Show more to review campaign activity, Engagement Points, and activity dates.
- Engaged People from a Persona: Review three or more people from the same persona who engaged in a similar way. Click Show more to review the people and their Engagement Points.
- Buying Group Persona Gaps: Find people who can fill a missing persona in a Buying Group. Click Show more to review the recommended people.
- Persona-Based Intent: Find people associated with a persona showing intent for a specific keyword set. Click Show more to review the recommended people.
Click a person’s name to open their profile. When available, click a page or campaign link to review the related activity.
Act on Recommended Actions
Available actions depend on the recommendation type.
| Recommended Action | Description | Availability |
| Dismiss | Moves the recommendation from Open to Dismissed. | All recommendations |
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Opens the person’s LinkedIn profile. | Single-person recommendations |
| Profile | Opens a quick view of the person’s profile. | Single-person recommendations |
| Opens Email Agent to draft emails. | Single-person recommendations | |
| Find More People | Opens the People tab to help you identify additional people. | People recommendations |
| Take Action, Export All |
Opens available export and Take Action options. Tip: Clicking on any of these moves the Recommended Action to the Completed list. |
Based on recommendation type and configured integrations |