Customize Salesloft Account Research Agent settings

Name: Sideline Strategy: Customize your Account Research Agent
Uploaded: 2025-10-22T00:00:00.000Z
Duration: 6 min 7 s
Description: The demo shows how to navigate to the account research agent settings to manage focus areas, toggle visibility, and provide specific instructions for AI-generated insights.

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Salesloft·Oct 2025

Demo summary

The demo shows how to navigate to the account research agent settings to manage focus areas, toggle visibility, and provide specific instructions for AI-generated insights.

AI account/prospect research

0:441:23Account research with Ask Salesloft AIThe demo shows how to use the conversational AI overlay to get a high-level summary of account engagement and recent activities directly from the account page.Salesloft
2:230:29Retrieve competitive intel and case studiesDemonstrates using the AI assistant to pull battle cards and customer proof points from the Salesloft knowledge library to handle objections.Salesloft
0:245:10Customize Salesloft Account Research Agent settingsCurrentThe demo shows how to navigate to the account research agent settings to manage focus areas, toggle visibility, and provide specific instructions for AI-generated insights.Salesloft
1:543:12Using Salesloft Account Research AgentA walkthrough of the Account Research Agent interface showing how it pulls historical outreach, hiring initiatives, and financial data to summarize account fit.Salesloft