Prospect Research Agent
A briefing you can quote on the call, with a source on every line
- 8hard rules
- Things it must never do, enforced in every run
- 4handover rules
- Conditions where it stops and gives the work to a person
- 11output fields
- A structured result, not a paragraph you have to re-read
- ≤7steps per run
- Bounded work: at most 6 tool calls, enforced by the runtime
Read-only by design. This agent has no path to sending, spending, publishing or committing anything. Where that limit is the product, removing it would remove the reason to trust the output.
Overview
Sales research tools return a complete profile every time, because a blank field looks like the tool failed. So the employee count is a guess, the tech stack is inferred from a job advert, and the 'recent news' is from two years ago. A rep repeats one of those on a call once, and stops trusting the tool.
This agent returns a shorter briefing and a source link on every line. What it could not verify is listed as unverified — which tells the rep what to ask, and is often more useful than the fact would have been.
It reads what the company publishes: their site, their pricing page, their careers page, their announcements. It draws the connection to what you sell, suggests the two or three questions worth asking, and states plainly when a company is a poor fit — because the research that saves the most time is the research that cancels the meeting.
Benefits
Ten minutes instead of forty
The pre-call reading, done, and short enough to actually read.
Safe to quote
Everything in it is sourced, so nothing in it is a guess you repeat aloud.
Fewer wasted meetings
Poor fits identified before the calendar invite, not during it.
What it does
A source on every fact
Each line links the page it came from. Anything unsourced does not appear.
Blanks stay blank
What could not be verified is reported as unverified, never estimated to fill the field.
Dates everything
A fact is only as good as when it was published, so the briefing says when. Stale is stated, not hidden.
Connects to what you sell
Not a company summary — the specific reasons this company might care, or might not.
Says when to walk away
A clear poor fit is reported as one. Cancelling the meeting is the biggest time saving there is.
Two or three real questions
Questions grounded in what was found, not a generic discovery list.
What this changes
What this changes about your week
- It takes over
- Reading a company's site, news and careers page before a first call.
- Done today by
- Every rep, badly, ten minutes before the meeting.
- How often
- Every meeting in the calendar.
- Typical manual effort
- Forty minutes to do properly; usually five, which shows.
Why Sales in particular. Every fact is sourced and anything unverified stays blank, so nothing in the briefing is a guess your rep repeats aloud on the call.
Runs unattended
Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.
The same standard every time
The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.
It cannot act on its own
Prospect Research Agent has no path to sending, spending or committing. That limit is why its output is safe to act on.
How it runs
This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.
- 1InputValidated against the agent input schema
- 2Modelclaude-sonnet-5 with automatic fallback
- 3Toolsfetch_web_page, extract_structured_data
- 4PermissionsRuns READ actions automatically; anything higher waits for approval
- 5OutputStructured result matching the output schema
- 6LoggingTokens, duration and every step recorded
Demo
Demo dataIllustrative sample output, abridged.
Input
{
"company": "Northwind Logistics",
"whatWeSell": "Warehouse automation software"
}Output
{
"fit": "possible",
"summary": "Regional third-party logistics operator, expanding warehouse capacity.",
"escalate": false,
"findings": [
{
"fact": "Opened a second distribution centre in Gebze.",
"sourceUrl": "https://example.com/news/gebze-opening",
"publishedAt": "2026-06-11"
}
],
"disclaimer": "Every fact names the page it came from. Fields that could not be verified are left blank rather than filled to make the briefing look complete, and nothing is compiled about a named individual beyond their stated professional role.",
"unverified": [
"Headcount — not published anywhere found.",
"Current WMS vendor — not stated."
],
"questionsToAsk": [
"How are you running the Gebze site day to day compared with the first one?",
"What made you choose to open rather than to outsource capacity?"
],
"whyTheyMightNot": [
"No public signal of an automation programme."
],
"whyTheyMightCare": [
"A second site usually forces a WMS decision within two quarters."
]
}Requirements
Integrations
No integrations required.
Before you start
- The company name or website
- Requires the Starter plan or higher
Use cases
Before a first call
A briefing that makes the first ten minutes worth having.
Qualifying inbound
Decide quickly which enquiries deserve a meeting.
Account planning
What has publicly changed at an account since you last spoke.
Pricing
Starter
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits
FAQ
Where does it get its information?
Public web pages — the company's own site, announcements, and careers pages. It does not use private databases, and it does not buy or infer personal contact details.
Why are some fields empty?
Because they could not be verified. Filling them with plausible estimates is what makes research tools unusable; an empty field tells the rep what to ask.
Does it write to our CRM?
No. It returns a structured briefing. Writing to systems of record is a separate, deliberate step — an agent that populates a CRM from research it could not verify pollutes it permanently.
Does it research individuals?
It researches companies and publicly stated professional roles. It does not compile personal profiles, and it will not gather personal information about a named individual.
Reviews
Reviews open once customers have run this agent.
Need this agent to work differently?
Tell us what to change and our team will scope a customised version for your business.
Customize this agent