Understanding Account Intelligence Agent

Account Intelligence Agent (AIA) in Demandbase One for Sales is a conversational AI assistant that uses natural language to answer questions about accounts and people.

AIA analyzes account data from both first-party and third-party sources to deliver contextual answers and recommendations. It helps you understand account fit, engagement, buying signals, contacts, technologies, opportunities, and recent business activity.

AIA is designed to support in-depth research on a specific account, providing account-focused insights rather than broad, cross-account analysis.

Important: When viewing an individual account record, AIA uses that account's context and returns information only for that account.

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

The quality and completeness of AIA responses depend on the data available for the current account and the connected systems configured in your environment. 

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. 
• Quick prompts: Quick prompts provided by Demandbase.
• Expand: Expand the chat interface.
• New chat: Start a new chat.
• Close: Click X to close the chat interface.

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.
• 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

1. Log in to https://web.demandbase.com/sales.
2. Open an Account or Person record.
3. Click top right AI Insights.
4. 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.