Account research agent that drafts outbound plays with approvals

Problem

Reps spent too much time on account research and still sent inconsistent messaging. Personalization quality varied by rep, and leadership couldn’t tell what was working or why.

Context & constraints

• Multiple ICPs and regions with different messaging constraints
• High sensitivity to hallucinations or unverified claims
• Need for approvals before anything customer-facing goes out
• Workflow had to live in Slack + CRM, not a new app

Approach

• Define “source of truth” inputs (CRM, approved internal docs, verified enrichment) and require citations for external claims.
• Generate outputs as drafts (never auto-send), with review checklists and diff-based iterations.
• Instrument the workflow so research, drafts, approvals, and outcomes are measurable.

What Shipped

• Account research packets (firmographics, triggers, product fit, objection handling)
• Persona-based messaging angles + sequence/email draft templates
• Approval queues and publishing guardrails (blocked terms/claims checks)
• CRM logging of what was used + why (reason codes + citations)

Operational outcomes

• Faster account prep while reducing unverified claims
• More consistent messaging quality across the SDR team
• Higher throughput without losing approvals and governance
• Clear telemetry linking draft types and angles to outcomes

Governance & Safety

• Citations required for external claims
• Human approval required
• PII handling rules
• Prompt/output logging where appropriate