Qualify

Summarise an account’s activity in one paragraph

A plain-English paragraph built from an account’s full history of known and anonymous activity.

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Input

An organisation

Output

A one-paragraph summary

Generated from the full account history

Cached, and usually under a second

What a summary covers

Organisation

The account the summary describes.

Contacts

Known people at the organisation.

Visitors

Anonymous sessions belonging to the account.

Behaviour

What they read, opened and returned to.

The summary is returned as one text field. English only for now.

A real response

{
  "summary":
    "PwC has shown strong engagement with multiple visits to articles "
    "focusing on their alliance with Salesforce and AI applications, "
    "indicating a deep interest in workforce and customer edge "
    "technologies. Multiple users, including a Consulting Director, "
    "have explored content related to AI-driven transformation and "
    "front office approaches. This consistent content interaction "
    "suggests PwC is in an advanced research or evaluation stage for "
    "potential AI and ERP transformation solutions."

{
  "summary":
    "PwC has shown strong engagement with multiple visits to articles "
    "focusing on their alliance with Salesforce and AI applications, "
    "indicating a deep interest in workforce and customer edge "
    "technologies. Multiple users, including a Consulting Director, "
    "have explored content related to AI-driven transformation and "
    "front office approaches. This consistent content interaction "
    "suggests PwC is in an advanced research or evaluation stage for "
    "potential AI and ERP transformation solutions."

Use cases

Brief before a call

Read the account in one paragraph.

Feed an agent

Give an AI agent account context in one field.

CRM timelines

Show recent account activity on the CRM record.

Alert on accounts

Trigger a workflow when an account becomes active.

Where this sits

One stage of a five-stage pipeline. The same platform captures behaviour, identifies the company, enriches the record, scores the fit and sends the result to your systems.

Capture

website
email
forms
server

Capture

website
email
forms
server

Identify

IP → company
identity
stitching

Identify

IP → company
identity
stitching

Enrich

firmographics
contact data

Enrich

firmographics
contact data