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Overview

The Reevo Research Agent is an AI-powered tool that automates the process of gathering and structuring sales intelligence. It collects real-time data on companies, contacts, and sales opportunities. Whether you’re preparing for a call, evaluating a lead, or prioritizing deals, Research Agent gives you everything you need to sound informed and stay one step ahead.

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Basic concepts & terminology

  • Company Research: Automatically compiles information like company descriptions, funding history, estimated revenue, employee count, and recent updates using a company’s domain or LinkedIn URL.
  • Contact Research: Aggregates public professional data such as work history, social activity, and LinkedIn presence based on an email address or LinkedIn profile.
  • Opportunities Research: Combines both company and contact research to give a comprehensive snapshot of a sales opportunity, helping reps understand the full context behind each deal.
  • Momentum Signals: Indicators such as news coverage, funding announcements, and social media activity that highlight recent changes or growth within a company or individual’s career.
  • Unified Intelligence View: A single view that brings together all relevant research to support deal preparation and opportunity analysis.

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Where to find it

Company Details Page

Contact Details Page

Opportunity Details Page

Upcoming Meeting Tab / (click on the meeting)

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FAQs

When is the Research Agent workflow triggered?

The workflow is automatically triggered whenever a new contact or company is created within your organization.

How soon will research content be available?

Research content typically becomes available within 10–15 minutes, depending on the availability of public data for the contact or company.

What identifiers does the Research Agent use?

  • Company Research: Uses the company’s website as the primary identifier.
  • Contact Research: Prioritizes the LinkedIn profile URL. If unavailable, it uses the contact’s primary business email address.

What happens when company or contact data is updated?

  • Company: Updating the website triggers a new workflow to refresh company information.
  • Contact: Updating the LinkedIn URL initiates a new workflow to retrieve updated contact data.

What happens to the original data I entered or imported?

  • Company Data: Fields like description, employee count, annual revenue, and industries will be filled by the research agent only if they are empty or outdated.
  • Contact Data: Fields such as job title and LinkedIn URL will be updated if empty or if newer data is available. Contact names will only be replaced if no name was originally entered.

How frequently is research data refreshed?

Data is refreshed monthly by default. Time-sensitive fields, such as company news, are also updated dynamically whenever a meeting is scheduled with that company or contact.

What should I do if the research data is incorrect?

  • Company: Check that the correct website domain is listed. Updating it will re-trigger the research workflow.
  • Contact: Verify the LinkedIn URL. If incorrect, update or remove it to prevent displaying mismatched information.

How can I provide feedback on research quality?

Use the thumbs up/down buttons on research content to let us know what’s working and what’s not. This helps improve accuracy over time.