The Account Intelligence Agent (AIA) is an AI assistant that helps sellers understand accounts, identify opportunities, and prepare for customer conversations.
Using natural language, sellers can ask questions about an account and receive answers based on Demandbase account intelligence and available connected data sources, such as CRM, engagement, Buying Groups, and Gong call intelligence.
AIA analyzes this information to provide account insights, recommendations, and suggested next steps.
Key Benefits
AIA helps you:
- Reduce account research time.
- Quickly understand buying signals and engagement.
- Personalize outreach with AI-generated recommendations.
- Prepare for customer conversations with relevant account context.
Data Sources
AIA combines information from multiple sources, including:
- CRM data
- Engagement activities
- Intent signals
- Firmographics
- Technographics
- Company news
- Opportunity
- Gong call transcripts
AIA Interface Overview
The AIA interface includes the following:
- Menu: Start a new chat or see existing threads.
- Main chat area: Central canvas where your conversation takes place.
- Goal-based prompts: Goal-based prompts provided by Demandbase.
- Expand: Expand the chat interface.
- New chat: Start a new chat.
- Close: Click X to close the chat interface.
Goal-Based Prompts
Demandbase provides the following goal-based prompts for AIA. In the chat interface, click a goal to view related prompts.
Assess Account Fit
| Goal | Prompt |
| Assess Account Fit | Is this account a good fit and why? |
|
Review Company Profile
|
What is the primary industry, headquarters location, employee count, and annual revenue of this company? |
| Assess Conversion Likelihood | What is the likelihood of converting this account based on its Pipeline Predict Score? |
| Review Installed Technologies | What technologies are currently installed at this account, and what do they tell us about the company's technology landscape? |
Understand Account Engagement
| Goal | Prompt |
| Review Intent Signals | What topics and competitors is this account actively researching? |
| Understand Recent Engagement | What's happening recently at this account? |
| Review News & Business Triggers | What recent news, product launches, leadership changes, funding announcements, or business events should I know about before reaching out? |
| Understand Why Now | Why is this a good time to reach out based on their recent intent and engagement? |
Prioritize Buying Group Members
| Goal | Prompt |
| Find Decision Makers | Who are the key decision-makers or influencers at this account? |
| Find the Most Engaged Contacts | Who are the top engaged contacts based on Engagement Points? |
| Find Contacts Ready for Outreach | Show me contacts with engagement but no sales touches. |
| Identify Buying Group Gaps | Which Buying Group personas should I target at this company? |
Explore Opportunity History
| Goal | Prompt |
| Review Opportunity History | Does this account have open opportunities, closed-won deals, or past churn history? |
| Review Previous Relationships | Who have I previously interacted with at this account? |
| Review Past Deal Stakeholders | Which contacts did we connect with in previous opportunities? |
| Find At-Risk Opportunities | Show me opportunities closing soon that have had no recent activity. |
Plan Your Outreach
| Goal | Prompt |
| Recommend an Outreach Angle | Generate a summary combining account fit, intent signals, technologies, and recent business activity. |
| Identify Business Priorities | Based on their intent keywords, what are the most likely business priorities or pain points? |
| Find Competitive Opportunities | What competitive tools are they currently using and where are the best opportunities to differentiate? |
| Prioritize Contacts for Outreach | Recommend the best people to reach out to today based on engagement, buying group role, and recent activity. |
Analyze Recent Calls
Important: To access Gong call transcripts in Account Intelligence Agent (AIA), integrate Gong with Demandbase.
| Goal | Prompt |
| Summarize Last Call | Summarize the most recent Gong call, including the key discussion points, decisions made, customer concerns, and overall outcome. |
| Review Customer Sentiment | Analyze the most recent Gong call and summarize the overall customer sentiment, highlighting who showed positive engagement, who appeared hesitant, and any changes in sentiment throughout the conversation. |
| Identify Promoters & Detractors | Identify the promoters and detractors from the most recent Gong call, explain why each stakeholder was classified that way, and recommend how to engage them in the next conversation. |
| Review Objections Raised | Summarize the objections and concerns raised during the most recent Gong call, recommend how to address each objection, and identify any questions that remain unresolved. |
| Review Next Steps | Summarize the agreed next steps from the most recent Gong call, including follow-up actions, action owners, upcoming commitments, and recommendations for the next customer interaction. |
Prerequisites
- You must have the Demandbase One for Marketing and Demandbase One for Sales licenses.
- Your organization must not opt-out of Demandbase AI features. See Manage Agentbase Generative AI Capabilities.
- You must have Admin privileges, be assigned the Demandbase One for Sales permission set, or another permission set that has access to the following:
- Go to
Settings > User Management > Permission Set > [Permission Set] > Configuration > Sales tab > View Sales > Account Intelligence Agent.
- Go to
- We highly recommend integrating with a CRM and Marketing Automation System to provide the most complete and accurate insights.
Access Account Intelligence Agent in Demandbase One for Sales
- Log in to Demandbase One for Sales.
- Open an Account or Person record.
- Click top right Ask AI.
- Start a new conversation or continue an existing conversation using the chat area.
Tip: AIA supports multi-turn conversations, allowing you to refine analysis, apply additional filters, and explore related insights through follow-up questions without starting over.