Manage Agentbase Generative AI Capabilities

  • Updated

In Demandbase, Agentbase is a system of connected AI Agents that combine data and automation into unified account-based GTM workflows. While these tools are designed to accelerate quality pipeline with less effort, we understand that some organizations have strict internal policies regarding the use of Generative AI.

To give you complete control over your data and toolset, Demandbase allows you to manage Agentbase Generative AI capabilities at the tenant level.

Important: You configure this setting in Demandbase One for Marketing (DBM), and it applies across both DBM and Demandbase One for Sales (DBS).

Agentbase Features

The following AI-powered features are included in Agentbase:

Agent Name Description
Account Engagement Agent Summarizes account engagement activity and highlights key insights
Action Agent Recommends actions for target accounts through a chat interface
Buying Group Setup Agent Automatically generates personas and buying groups
Demandbase AI Chat Allows users to define strategies and get recommended next steps through a chat interface
Email Agent Craft personalized, relevant sales email drafts
Filter Agent Filter/segment accounts and people through a chat interface
Intent Agent Analyzes and summarizes intent keywords and trending intent

Prerequisites

You must have Admin permissions in Demandbase.

Steps

  1. From the left navigation bar, go to Settings > Tenant Settings.
  2. Go to Agentbase Gen AI Capabilities and click Edit.
  3. Switch the toggle on or off to enable or disable all AI agents across your tenant.
  4. Click Save.

FAQs

Can I disable specific agents?

No. This is a global setting that disables all AI agents.

Can I disable Agentbase for specific teams or users?

No. This is a global setting that applies to all users.

What happens to existing AI-generated data when Agentbase is disabled?

Previously generated data (for example, personas and buying groups) remains unchanged. No new AI outputs are created.

What happens in the user interface when Agentbase is disabled?

  • AI chat interfaces are removed
  • AI insight panels are hidden
  • A “Feature Disabled by Admin” message appears instead of AI features.

What happens to new or beta AI features when Agentbase is disabled?

All current and future AI capabilities, including beta features, are automatically disabled.

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