Using the Account Qualification Agent

Transcript

This is a demo of audience agent and journey agent within journey optimizer B2B edition, where we’re turning account insights and engagement data into actionable buying groups with personalized journeys. This is also one of the constant friction points that we’ve heard from our customers. I want to create a buying group, but how do I even get started? So I’m going to start by navigating to journey optimizer B2B edition, clicking on the icon over here, and then navigating to my full screen experience. I can start by asking a question like show me top five rules with strong interest towards a product like Gen Studio, which is from our own product suite. We begin by analyzing 18 months of opportunity and engagement data to understand who’s been involved in past deals, and what products they’ve shown interest in. Even when that information is scattered across different systems, we are able to surface that data for you. So I can see that typically an influencer or a decision maker is interested in a product like Gen Studio. Next, I want to understand the account readiness based on engagement signals as well as coverage for my key roles. So I can ask a question like hey, give me a list of accounts with role coverage for Gen Studio. Through the course of this conversation, anyone on the team can go deeper. For instance, show me people or roles connected to opportunities for Gen Studio instantly turning data into clear guidance. So I can review and refine this list of accounts that I’ve seen over here all within the chat interface. Once I have my list, I can move on directly into the journey agent and ask a question such as, can you help me build out a journey for these accounts to turn early interest into buying group intent. The agent has designed a journey that sends progressively more relevant emails and triggers a sales handoff as the engagement threshold has met. It continues to nurture those who are not quite ready to go with helpful content and a product demo invite once the interest grows. I can preview the entire journey over here or I can scroll up a little bit and click on this button over here where I can see a preview of the entire journey with these intuitive overview cards for audience engagement as well as events. Together, these steps create a smooth end to end flow from discovering the right people for buying groups to engaging them intelligently, all powered by AI within one connected workspace.