Account snapshot
Get a complete view of any customer account in seconds.
Overview
The account snapshot agent pulls together key account details — like open opportunities, support tickets, and executive contacts — so team members can get up to speed in seconds. Designed for customer-facing teams and cross-functional collaborators, this agent ensures every customer interaction starts with full context.
See it in action
Watch how the account snapshot agent quickly compiles key account details into a shareable customer summary.
Capabilities
Makes it easy for anyone to prepare for a customer call — no manual prep required.Surfaces opportunities, tickets, contacts, and internal action items in a single view.Pulls in recent news and strategic updates to help you tailor your message.
Example output
Top takeaways
- 1 active opportunity
- No open support tickets
- Strategic priorities include AI-driven automation and cloud transformation
Summary
Acme Corp is progressing toward contract renewal. Internal conversations highlight strong executive engagement and rising product adoption. The account shows no active support issues, and recent headlines point to a strategic focus on AI and operational efficiency.
Open opportunities
Cloud platform renewal FY26
- Account executive: Jamie Lee
- Solution engineer: Casey Morgan
- Opportunity amount: $110,000
- Stage: In negotiation
Key contacts
- <span class="text-color-blue">Dana Kim</span> – VP of Business Operations
- <span class="text-color-blue">Casey Morgan</span> – Solutions Engineer supporting pilot
Slack discussions
Summary: Roadmap alignment
- Channel: <span class="text-color-blue">#customer-acme</span>
- Participants: Jamie Lee, Alex Tran, Samira Gupta
Adoption metrics
See full usage trends in: <span class="text-color-blue">Adoption dashboard – Acme Corp</span>
Recent web news
- "<span class="text-color-blue">Acme Corp Invests in AI to Streamline Global Operations</span>" – BusinessTech News
- "<span class="text-color-blue">Acme’s Cloud Expansion and Automation Goals</span>" – Enterprise Today
Agent workflow
Step 1: Trigger activation
Agent starts when the user fills out the customer field to specify the account.
Step 2: Search CRM for opportunities
Finds any open opportunities linked to the specified account in the CRM.
Step 3: Search for recent mentions
Scans recent messages and emails for internal mentions of the customer.
Step 4: Identify relevant records
Identifies and extracts CRM records where the customer appears as the account name.
Step 5: Search for support tickets
Pulls open support tickets from connected ticketing systems.
Step 6: Identify key contacts
Finds executive stakeholders at the customer based on job title and role.
Step 7: Surface adoption insights
Finds usage and adoption data from a connected analytics application.
Step 8: Search web for strategic priorities
Runs a web search to find public information about the customer’s current priorities.
Step 9: Generate report
Compiles all insights into a structured summary, following a specified template.
Step 10: Deliver document
Creates a shareable Google Doc with the full snapshot, ready to share out.
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