Choose your companies
Open Agent and use Start an analysis:
Select your prospect or client as the Primary company.
Select the Competitors you want to compare.
If a company is missing, select + Add company from either dropdown.
💡 Alternatively, select Get Insight on any page to pre-fill that company and its associated competitors.
Run a pre-configured analysis
Under Select a pre-configured analysis, choose a template. Scroll horizontally or use the arrows to see more.
Choose where the result should go:
Agent response: keep it in the conversation.
Existing microsite: add it to an editable microsite.
New microsite: create a microsite for the result.
Select Run analysis. If company selections are missing, complete them before continuing.
Investigate through chat
You can ask your own question instead of using a template, or ask follow-up questions about a result after using a template
For example 👉 Which customer complaints reveal an opportunity this company’s competitors aren’t addressing?
Then narrow the answer 👉 Pick the strongest opportunity, show the supporting evidence and suggest a sales conversation opener.
Use Edit beside the company context above the chat bar to change the selected companies.
Keep the profile alongside your conversation
The right-hand panel lets you review profiles while chatting:
Select a company from Open Company.
Explore Advertising, Buyers and Website.
Use Competitors to browse associated companies and return to the primary company.
Use Microsites to open the company’s microsites.
Opening a profile does not change your analysis selections. Check the company context before asking a new question.
Return to your work
Select the Conversation history icon to reopen a previous conversation. To start fresh, select + → New conversation.
As always, drop us a message if you'd like to chat 👋