Competitive brief
Get a one-page view of any competitor in minutes.
Overview
Give sellers a clear point of view when a competitor comes up. The competitive brief agent pulls recent mentions, insights, and materials from across your company then layers in research from the public web. The result is a concise, confident snapshot that highlights what’s new, what matters, and how to position. No digging through docs, threads, or scattered intel.
See it in action
Capabilities
- Captures recent competitor mentions across your company and on the web to surface what’s current and relevant.
- Builds a clean one-page brief that separates internal insight from public research.
- Adds a simple feature comparison so reps can position quickly and accurately.
- Highlights potential risks, angles, and opportunities to explore in discovery.
- Surfaces underlying materials, quotes, and talking points your reps can use immediately.
Example output
Overview
Zeta AI focuses on enterprise AI assistants for analytics workflows, positioning heavily on governance, auditability, and predictable spend.
Internal insights (last 30 days)
- RFPs note Zeta’s governance messaging resonates with regulated accounts.
- Sales calls flag limited pre-built connectors outside the data stack.
- Competitive deck cites longer time-to-value when custom workflows are required.
Public web research
- Case study highlights faster analytics documentation and lineage reviews.
- Blog emphasizes “predictable spend” through seat-plus-usage pricing and guardrails.
- Analyst note: strong on governance, lighter on broad SaaS integrations.
Feature comparison
Connectors
- Zeta AI: Strong for data tools; fewer across general SaaS
- Our product: Broad SaaS coverage including docs, chat, and CRM
Governance
- Zeta AI: Emphasizes audit trails and approvals
- Our product: Permissions-aware with a single source of truth
Synthesis & key takeaways
- Potential risk: Strong governance story resonates with regulated buyers.
- Opportunity: Lead with breadth of connectors and cross-team rollout speed.
- Discovery angle: Ask about non-data workflows and multi-team adoption.
Agent workflow
Step 1: Trigger agent
User enters a competitor name.
Step 2: Gather internal competitor insights
The agent searches across your connected apps (Google Drive, Office 365, Slack, Gong, Salesforce) for recent, permissions-aware mentions and competitive notes.
Step 3: Gather external competitor insights
It runs targeted web searches to capture current positioning, messaging, and analyst commentary.
Step 4: Generate brief
The agent synthesizes everything into a concise snapshot: internal insights, public research, a simple feature comparison, and clear opportunities or risks to explore.
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