AI Agent for Account Research | Nagent
An AI agent for account research on Nagent is NORA, the outbound research teammate on the Sales team. She finds accounts that match your customer profile, qualifies them and researches each into a dossier with sources, so a seller can see where every finding came from. Research and contact reveals run against a daily outreach budget.
How it works
- Define your ideal customer profile in Nagent
Save the ideal customer profile NORA works against: the accounts you sell to. She uses it to decide which accounts to find, which to qualify and which to research, so her effort goes to accounts that fit.
- Ground research in your workspace's knowledge
The Knowledge Hub is the single source of truth for your brand, buyers, rules and results, and every agent reads it before it works. Outside systems are reached through connectors granted one key at a time, with every tool action ticked on individually.
- Let NORA discover and qualify accounts
NORA finds accounts that match the profile and qualifies them before research starts. Saved campaigns carry a cap on profiles per run, so the list stays the size you chose and the research that follows stays bounded.
- Research each account into a sourced dossier
Each qualified account is researched into a dossier with sources. A seller reads it before reaching out, and every claim NORA's drafts make about the reader traces to something she found in that research.
- Keep research spend inside a budget
Research and contact reveals cost money, so they run against a daily outreach budget and a cost-cap exception queue rather than open-ended. Every agent also carries its own daily and monthly spending cap, and each action is logged with its cost.
- Turn research into outreach a person approves
Drafts are written from the dossier and from your workspace's own knowledge and offerings. They wait on NORA's Messages surface to be read, edited, approved or rejected, and on a new workspace every send waits for a person.
- Hand qualified accounts to the person who takes the meeting
A qualified reply becomes a meeting and a handoff card on NORA's Meetings board, owned by a named person. One nobody acknowledges within 36 hours escalates. Once the deal is in the CRM, SERA answers where it stands in the Sales room and names the next step when it sticks.
Frequently asked questions
What does an AI agent for account research actually do?+
On Nagent, the AI agent for account research is NORA. She finds accounts that match your customer profile, qualifies them and researches each into a dossier with sources that a seller can read before a call. The dossier then grounds the outreach she drafts, and on a new workspace every send waits for a person.
How is Nagent's account research agent different from a data enrichment tool?+
An enrichment tool fills fields. NORA produces a sourced dossier per account and carries it through: drafts are written from it, replies are read and classified, and a qualified prospect is handed to a person on a handoff card. She works in the Sales team room beside your sellers, on one shared record.
How long does it take to deploy the account research agent?+
NORA comes with the Sales team. Choosing Sales at sign-up installs the team into your workspace, seated in one team room, and a named engineer works with you through onboarding. Research begins from the customer profile you save, and research and drafting then run on their own.
Does the agent work with our existing CRM?+
NORA reads the workspace's own lead records. An outside CRM can be connected as a tool, under a connection only your workspace can use, but her pipeline does not sync records with it. Every tool action is ticked on individually before any agent may use it, so you decide what she can reach.
How does Nagent handle inaccurate or outdated account data?+
Every dossier carries its sources, so a seller can check where a finding came from before acting on it. NORA's drafts make claims about the reader only where they trace to something she found, and each draft waits for a person to read, edit, approve or reject it before it is sent.
Can the agent research accounts at scale without degrading quality?+
Scale is something you set, not something left open. Saved campaigns carry a cap on profiles per run, and research and contact reveals run against a daily outreach budget and a cost-cap exception queue. Each account still gets its own dossier with sources, and every agent has a daily and a monthly spending cap.
What happens after an account is researched?+
The dossier grounds the first touch, follow-ups and breakup email VANI writes for NORA, and on a new workspace every send waits for a person. NORA reads each reply until a person takes the meeting. Once a deal is in the CRM, SERA answers where it stands from the CRM digest and names the next step if it sticks.