---
template: "marketing.peb"
title: "Account Intelligence"
displayName: "Account Intelligence"
description: "Enrich account records with structured company intelligence from website and public context."
category: "agents"
contentType: "details"
audience: "end-user"
tags: "agents,gallery,sales"
section: "agents"
seoTitle: "Account Intelligence"
seoDescription: "Enrich account records with structured company intelligence from website and public context."
---

## Account Intelligence

Create higher-quality account context for qualification, planning, and personalized outreach.

## Why teams use this agent

- Reduce manual research time for sales and customer teams.
- Improve account quality and segmentation accuracy.
- Keep account context current for downstream automation and reporting.

## What it enriches

- Company profile data (industry, summary, footprint indicators).
- Website-derived signals relevant to go-to-market positioning.
- Structured fields for account planning and qualification workflows.
- Optional summary narratives for quick account review.

## Inputs and prerequisites

- Account records with valid website or domain fields.
- Target field mapping for enriched values.
- Data quality controls for required input fields.
- User permissions to read and update mapped account fields.

## Setup and configuration

1. Install and grant access to operations/admin users responsible for field mapping.
2. Map source inputs:
   - Primary website/domain fields.
   - Optional existing account attributes for context.
3. Map destination outputs:
   - Classification fields (industry, segment, profile).
   - Narrative summary fields.
   - Confidence or freshness indicators, if used.
4. Configure run mode:
   - On create, on update, or scheduled refresh.
   - Scope limits by region, segment, or owner.
5. Validate output quality with a curated test cohort before broad rollout.

## Recommended operating model

- Refresh strategic accounts on a regular cadence.
- Use validation reports to monitor low-confidence enrichments.
- Route failed enrichments to an exception queue for manual review.
- Coordinate field schema changes with reporting stakeholders.

## Governance and controls

- Restrict overwrite behavior on sensitive account fields.
- Preserve source-of-truth precedence where required.
- Maintain auditability for enrichment writes and update times.
- Apply data retention and compliance standards for derived content.

## Success metrics

- Coverage rate for enriched target accounts.
- Reduction in manual research effort per account.
- Improvement in segmentation completeness and reporting accuracy.
- Lift in conversion or expansion metrics tied to enriched cohorts.

## Next steps

- Feed enriched account context into [Account Executive Brief Agent](/agents/account-executive-brief.html) for stronger summaries.
- Use enriched fields in [Lead Assignment Agent](/agents/lead-assignment.html) routing logic where appropriate.