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Better prepared conversations. Clearer next steps.

Build AI agents that research prospective customers, bring together account context and prepare briefings, proposals and follow-ups. Give your sales team useful preparation across the customer relationship, with communications and commercial actions governed by the permissions you define.

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Illustration of prospect research: a report from a fictional research firm with one finding highlighted, a sourced-evidence panel quoting that finding, a prospect research card with its sources linked, findings organized and the brief prepared for review, and a suggested discussion topic, joined by fine gold lines. Sample content.

Illustrative prospect-research example. Report details and figures are sample content.

Account context together

Relevant records, activity and opportunities brought into view.

Work prepared for review

Briefings, recommendations and communication drafts.

Controlled follow-through

Define what can proceed and what requires approval.

02Workflows to explore

Support the work across your sales cycle.

From prospect research to renewal preparation, build agents that gather context, prepare useful work, and coordinate the next step. Keep communications and commercial actions within the boundaries your team defines.

Featured workflow

Prospect research

Research prospective customers using approved public sources and connected CRM records. Prepare a source-linked prospect brief with company context, relevant developments, possible areas of relevance, and open questions.

Output: prospect brief and prepared outreach draft

See worked example

Illustrative source excerpt

Company announcement

6 October 2026

A new regional operations center is planned.

Informs

Question to explore

How will the expansion affect your team’s operational priorities?

A suggested conversation topic, not a confirmed buying need.

  • Account planning and meeting preparation

    Bring together account records, recent activity, and open opportunities. Prepare an account briefing with suggested discussion topics and questions to explore.

    Output: account briefing and proposed meeting agenda

    Meeting agenda

    15 October 2026

    1. Account contextRecent activity and opportunities
    2. Discussion prioritiesWhat matters for this meeting
    3. Questions to confirmKeep the open points visible

  • Opportunity review and follow-up

    Review the available opportunity information, recorded commitments, and recent activity. Bring outstanding actions into view and prepare a follow-up plan.

    Output: opportunity review and prepared follow-up actions

    Follow-up actions

    October 2026

    ActionOwnerDue
    Confirm scopeSales08 Oct
    Prepare follow-upOwner13 Oct
    Review questionsTeam15 Oct

    Proposed next steps

  • Proposal and response preparation

    Work from supplied customer requirements, approved product material, and commercial guidance. Prepare a proposal or response draft, with unanswered questions clearly identified.

    Output: proposal draft or response pack ready for internal review

    Response matrix

    Internal review

    RequirementDraft status
    Rollout approachDrafted
    Integration scopeTo confirm
    Support modelIn review

    Unanswered requirements stay visible

  • Renewal preparation

    Bring together contract dates, account activity, and open issues. Prepare the context and questions your team needs for a renewal conversation.

    Output: renewal briefing and coordination plan

    Renewal preparation plan

    October 2026

    1. 06 OctGather context
    2. 15 OctInternal review
    3. 28 OctCustomer conversation

    Proposed milestones
    Preparation, not an assumed outcome

Your workflow may be different. Agents are configured around your connected systems, working procedures, and action boundaries.

Illustrative workflow outputs

03One workflow, in detail

Illustrative workflow

Featured workflowProspect research

From sourced research to a prepared prospect brief.

Here is how those capabilities come together in a prospect-research workflow. The agent reviews approved sources, prepares a source-linked prospect brief, requests approval to send an outreach draft, and records the result.

A static illustration. Each card shows one fictional sample at a stage of the workflow; the source names, the people and the addresses are sample content, the tabs and the review control pictured in the cards are drawn and do nothing, and a sent email is not a reply.

  1. Review approved sources

    Read the approved public sources and connected CRM account context relevant to the prospect.

    Source review

    • Industry outlook - Oct 2026McKinsey & CompanyOct 2026
    • Company announcement - Oct 2026Harborwell Press ReleaseOct 2026
    • Market commentary - Oct 2026Financial TimesOct 2026
    • CRM notes updated - Oct 2026Zograph CRMOct 2026

  2. Prepare the prospect brief

    Organize the findings into company context, relevant developments, possible areas of relevance, and open questions.

    Prospect brief

    Sourced findings

    • Company context
    • Relevant developments
    • Areas of relevance

    Questions to explore

    • How are they approaching US expansion?
    • What are their priorities for October 2026?
    • Where could our solution add the most value?

  3. Request approval to send outreach

    Present a first outreach email for approval before it is sent from a named representative.

    Send prospect email

    FromAlex ChenStrategic Accounts
    Tosarah.mitchell@harborwell.com
    SubjectExploring opportunities together

    Hi Sarah,

    I came across your recent announcement on expanding automation across your manufacturing operations. I’d welcome the opportunity to learn more about your priorities and explore where we might help.

    Best regards,Alex ChenZograph

    Requires approval

  4. Record the result

    Keep preparation, approval, and sending outcomes distinct in the record.

    Outreach sent

    1. Approval granted - Oct 2026Approved by Priya SharmaOct 8, 2026, 10:14
    2. Email sent - Oct 2026Sent by Alex ChenOct 8, 2026, 10:37
    3. Awaiting replyNo reply received yetWe’ll record the response here when it arrives.

04Permissions and approvals

Different workflows. Explicit boundaries.

For each agent, define the information it can access, the actions it may take, and when a person or connected system must approve. Here is one example from the featured prospect-research workflow.

Example policies for the featured workflow

ActionExample policy
Read approved public sources and CRM account recordsAllowed
Edit the prospect briefAllowed under a standing grant
Send a prospect email from a named representativeRequires approval
Use unapproved external data sourcesDenied

These are example policies for one workflow. Other sales agents can have different boundaries.

Illustration of the arrangement around a prospect brief: a sales agent above it that prepares research and drafts the brief; a sales lead at the left who reviews and approves the outreach action; a messaging tool at the right that sends the approved email to the prospect; and the brief itself with its sources linked, findings organized and a date it became ready for approval, joined by labelled gold lines: prepares work, approves outreach, sends approved email.

Research, not unsupported profiling.

This workflow prepares a source-linked prospect brief using approved sources. It does not invent personal attributes or use unapproved data sources. Different sales workflows can have different boundaries.

05The record and the follow-up

See what was prepared. Know what reached the prospect.

Review the agent’s work alongside the permissions that governed it. Inspect the prospect brief, the outreach message presented for approval, and the result returned by the sending tool.

Decision record

A complete timeline of actions, permissions, and outcomes.

  1. Oct 202609 Oct 2026Approved public sources reviewedAuthorized by: research-access policy
  2. Oct 202610 Oct 2026Prospect brief updatedAllowed by: standing grant
  3. Oct 202612 Oct 2026Prospect email approvedAuthorized by: sales lead approval
  4. Oct 202613 Oct 2026Email sentRecorded by: messaging tool
  5. Oct 202614 Oct 2026Follow-up review queuedTriggered by: workflow rule
Illustration of three records joined by gold lines: a prospect brief with research and context prepared for outreach, naming a fictional company, its focus and a key angle, last updated 10 Oct 2026; an approval check in which the outreach message was reviewed and approved by the sales lead on 12 Oct 2026; and an email sent to a sample address on 13 Oct 2026, reported by the sending tool.

Continue the follow-up without another chat.

A background agent can continue the follow-up using the same context, permissions, and policies, so nothing is lost and your team stays in control.

Prospect follow-up

Event triggered
  • Monitor reply
  • Refresh research
  • Propose next step

06Connected systems and procedures

Build around your account knowledge and sales process.

Connect the records and working material your sales team relies on. Provide the guidance agents should consult, and expose only the actions each workflow needs.

Illustration of three inputs, approved public sources, CRM and account context, and sales guidance and action rules, joined by gold lines to a Zograph agent that gathers context, prepares work and routes it for approval, and on to a prepared next step: a prospect brief, account briefing, proposal draft, or follow-up ready for review.

Approved public sources

Research prospective customers from the sources you permit and keep those sources visible in the resulting work.

Account and CRM context

Bring the right account records, customer activity, and opportunity context into the workflow.

Working procedures and action boundaries

Provide your sales guidance and define which communications and commercial actions are permitted, require approval, or remain unavailable to the agent.

Available records and actions depend on the integrations and permissions you configure.

07Get started

Start with one sales workflow.

Bring a process your team handles today, from prospect research to proposal review or renewal coordination. We’ll explore what an agent should gather, what it should prepare, and where your team needs to review or decide.

Clearer sales work.
Better customer conversations.