Account Context
Sales documents are only useful when they start from reliable account and opportunity context. iDialogue helps teams collect the Salesforce data, related records, approved knowledge, and missing user inputs needed before a draft is generated.
This page replaces broad account-enrichment positioning with a narrower MVP job: prepare context for better sales documents.
What this workflow supports
- Account, contact, opportunity, quote, and product context collection.
- Missing-input prompts before document generation.
- Account summaries and stakeholder briefs for proposal prep.
- Optional use of approved external context when the workflow requires it.
- Review of source context before it appears in customer-facing documents.
Where enrichment fits
Data enrichment can support account context, but it is not the top-level product story. Apollo-specific agents remain available as examples and should be treated as provider-specific implementation patterns.