1. Choose your companies
Open Agent. In Start an analysis:
Select your prospect or client under Primary company.
Select the companies to compare under Competitors.
If a company is missing, use + Add company at the bottom of either dropdown.
You can also select Get Insight on a company profile to pre-fill the company and its associated competitors.
2. Select an analysis
Under Select a pre-configured analysis, choose the template that matches what you want to investigate.
Use the arrows or scroll horizontally to browse. Complete any company-selection requirements shown for your chosen analysis.
3. Choose the output
Select where the result should go:
Agent response: keep the result in the conversation.
Existing microsite: choose an editable microsite to add the result to.
New microsite: create a microsite for the result, with an optional name.
If Existing microsite is unavailable, you have yet to create a microsite for the selected company.
4. Run and review
Select Run analysis.
Review the result and its supporting evidence. Use the chat to investigate further, for example: Which finding is most useful for a first sales conversation, and what evidence supports it?
5. Adding a chat response to a microsite
If you selected "Agent response" and later decide you would like the response added to a microsite, instruct the agent what content you would like it to add to a microsite:
"Add XYZ content to the Company Name microsite at X location"
You can also select the tool below and then provide your instructions👇
6. Build on the analysis with a second template
After running the first pre-configured analysis, you can build on the insights with a second and add the new content to a microsite by following the step above.
The advantage of running 👇
The agent will have the new knowledge gained from the first analysis
As always, drop us a line with any thoughts 👋