Revenue workflow / Account room 09

A sales agent should return an account plan.
Not a pile of tabs.

Turn a target account into a decision-ready brief: verified company and people data, current evidence, a reason to engage, and the next approved channel action.

Request sample brief →Explore company intelligence
Sample account brief

See the account artifact
your sellers would receive.

Give us one company domain and the sales question you care about. We will use it to scope a representative account brief and the capability chain behind it.

What you get
  1. 01Account thesis
  2. 02Current-source plan
  3. 03Suggested next action
Start with one real workflowAbout 2 minutes

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Account production line

Every stage returns
a usable sales object.

A useful account brief can require company enrichment, people data, public web research, internal context, drafting, and channel follow-up. Each handoff adds another copy-and-paste boundary. Pilot lets a team compose these steps through typed apps while retaining the option to substitute a capability as the workflow evolves.

  1. 01
    Complete

    Define the account profile

    Start with a market, company, or person that matches the campaign hypothesis.

    →
  2. 02
    Complete

    Enrich and research

    Combine structured intelligence with current web and internal knowledge.

    →
  3. 03
    Complete

    Prepare the next action

    Draft a brief, message, or call plan using the collected context.

    →
  4. 04
    Seller review

    Continue in the chosen channel

    Use a provisioned email or phone capability under the workflow’s approval rules.

    ✓
Composable stack

Specialists contribute.
The brief stays coherent.

1Discover

People and company intelligence

Sixtyfour supports discovery, enrichment, and research across people and organizations.

2Expand

Specialist API access

Orthogonal routes narrowly scoped requests to a broad set of paid data and enrichment APIs.

3Engage

Email, phone, and web actions

Primitive, AgentPhone, and the web stack carry the workflow from preparation into an approved interaction.

Adjacent capabilities
Agent communicationsAn agent without a channel cannot finish the job. Give it a real inbox and number.Web operationsThe web keeps moving. Your agent needs more than one way through it.Structured researchResearch agents need today’s data. Not yesterday’s weights.
Technical basis

Specific product surfaces.
Inspectable in the docs.

Product reviewPilot release 1.13.9Inspect documentation →
  • 01Company and contact enrichment
  • 02Specialist API routing
  • 03Grounded web research
  • 04Email, SMS, and phone capabilities