Account Qualification Agent for B2B
Account Qualification Agent is an AI-powered assistant designed for account representatives. It streamlines and automates core sales development workflows, significantly reducing manual overhead and accelerating pipeline generation.
Built alongside Adobe Journey Optimizer B2B (AJO B2B) and the Adobe Agent Orchestrator framework, this solution intelligently integrates data, orchestration, and generative AI capabilities to empower Business Development Representatives (BDRs) with the following skills:
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Prospect research
Conduct prospect research using automatic retrieval and display of key prospect information (such as job title, recent engagements, buying group membership) to provide a complete picture in seconds.
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Account research
Conduct account research using automatic retrieval and display of detailed information about a prospect’s organizationThis information includes company vitals, recent news, strategic priorities, and top engaged members.
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Draft emails
Generate email drafts by synthesizing research from prospect and account insights to produce relevant, personalized single email content based on the BDR’s objective.
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Engagement plan emails
Create engagement plan email drafts that are personalized for each step of a BDR-defined outreach cadence, ensuring the entire sequence is personalized
This intelligent agent system enhances scalability, maintains contextual awareness across interactions, and integrates seamlessly into the BDR toolchain — enabling BDRs to focus on high-value conversations rather than repetitive tasks.
Basic Usage
Adobe AI agents use natural language queries, which means that they use the same language in the text prompt as you would in speaking with a person. The more detailed you are, the better the results.
Using natural language, you can ask the agent to:
- Show me my assigned leads with no engagement yet
- Show me all my leads that are not part of any autonomous engagement
- Give me a detailed summary on
<company>, including their buying group, recent intent signals, and our past engagement.
You can immediately understand which accounts and leads are most active and show the highest intent, so you can focus your energy where it has the most impact.
Iterate over your journey by refining your prompts to get the results you need. For example:
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Draft a follow-up email drawing from context like earnings calls or reports. Up to 120 words. Subject line: Captivating, incorporating a key theme. Intro: Hook with a direct quote from context sources. Body: Connect to pain points and value propositions. CTA: Propose a short call to explore further.
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The goal of this email is to start a conversation and build credibility. Draft an email under 120 words that has a consultative and empathetic tone. Make sure to avoid an overly familiar or sales approach and do not use the phrases “hope you are well,” “just checking in,” or “please.”