The Account Intelligence Agent (AIA) in Demandbase One for Sales is an AI assistant that helps sellers understand accounts, people, identify opportunities, and prepare for customer conversations.
Sellers can ask natural-language questions about accounts and people. Demandbase answers using account intelligence and connected data sources, including CRM, engagement, Buying Groups, and Gong call intelligence.
AIA analyzes this information to provide account insights, recommendations, and suggested next steps. You can also take action for people records in AIA.
Benefits of AIA
AIA helps you:
- Reduce the time spent researching accounts and people.
- Quickly understand buying signals and engagement.
- Personalize outreach with AI-generated recommendations.
- Prepare for customer conversations with relevant account context.
Data Sources Used by AIA
AIA combines information from multiple sources, including:
- CRM data
- Engagement activities
- Intent signals
- Firmographics
- Technographics
- Company news
- Opportunity
- Gong call transcripts
Navigate the AIA Interface
The AIA interface includes the following:
- Menu: Start a new chat and manage existing threads.
- Main chat area: Central canvas where your conversation takes place.
- Goal-based prompts: Goal-based prompts provided by Demandbase.
- Expand chat: Click expand icon to expand the chat.
- New chat: Click draft icon to start a new chat.
- Close: Click X to close the chat interface.
- Copy: Copy the AI Chat response.
Actions for People Records in AIA
You can take actions for People records in AIA. See Actions for People Records.
Goal-Based Prompts for Accounts in AIA
Demandbase provides the following goal-based prompts for accounts in 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. |
Goal-Based Prompts for People in AIA
Demandbase provides the following goal-based prompts for people in AIA. In the chat interface, click a goal to view related prompts.
Track Engagement History
| Goal | Prompt |
| Summarize Recent Activities | Summarize this person's recent activities and interactions. |
| List Recent Engagement Activities | What are this person's recent engagement activities? |
| Summarize Last Call | Summarize the most recent call with this person, including key discussion points, concerns raised, and next steps. |
| Identify Most Recent Touchpoint | What was the last touchpoint with this person, and how long ago was it? |
Understand Role
| Goal | Prompt |
| Explain Role | What is this person's role, and how does it factor into the buying decision? |
| Identify Likely Pain Points | Based on this person's role, what pain points are they likely facing? |
| Analyze Buying Group Position | Where does this person likely sit in the buying group, and how does their role compare to others typically involved in this type of decision? |
| Review Tenure & Connections | How long has this person been in their role, and do they have any mutual connections with our team? |
Review Opportunity History
| Goal | Prompt |
| Review Past Interactions | What past interactions have I had with this person related to any opportunities? |
| Review Past Deal Involvement | Which opportunities has this person been involved in, and what was the outcome? |
| Identify Open Opportunities | Is this person tied to any currently open opportunities? |
| Analyze Sales Touches | What sales touches has this person had so far, and is there engagement from them that hasn't been followed up on? |
Analyze Buying Signals
| Goal | Prompt |
| Analyze High-Intent Actions | What high-intent action indicators has this person shown recently? |
| Identify Product Interested | What product is this person interested in? |
| Determine Why Now | Why is now a good time to reach out to this person based on their intent and activity? |
| Flag Urgency Signals | Are there any time-sensitive triggers (job change, funding, news) that make this person a priority right now? |
Plan Your Outreach
| Goal | Prompt |
| Share Talking Points | What talking points should I use when reaching out to this person based on their product interest? |
| Suggest Lead Outreach Strategies | What outreach strategy do you recommend for this person right now based on their product interest and previous interactions? |
| Recommend Best Channel | What's the best channel to reach this person — email, LinkedIn, or phone? |
| Anticipate Objections | What objections is this person likely to raise, and how should I respond? |
Draft Outreach Content
| Goal | Prompt |
| Draft LinkedIn Message | Draft a short LinkedIn outreach message for this person based on their engagement, persona, buying group, and account. |
| Draft Email | Draft an email to this person based on their engagement, persona, buying group, and account. |
| Draft Follow-Up Message | Draft a follow-up message referencing this person's most recent activity. |
| Personalize Opening Line | Write a personalized opening line based on this person's recent activity or role. |
| Draft a call pitch | Draft a call pitch’ with the prompt like - Give me 3 variations of a 15-20 secs cold call opener based on this person's recent activity or role. |
Prerequisites to Access AIA in Demandbase One for Sales
- 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 Demandbase Agentbase AI Features.
- 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 > AI Chat in Sales.
- Go to
- We highly recommend integrating with a CRM and Marketing Automation System to provide the most complete and accurate insights.
Access AIA 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.