Agentic AI for Account Progression

Turn your must-win accounts into customers.

Continuously learn what moves each account forward and autonomously adapt the strategy to progress it toward closed won.

It doesn’t just learn your accounts.
It learns how your company wins them.

Every outcome becomes memory. Every learning improves the next decision. Every playbook evolves as the platform discovers what actually creates progression.

THE ACCOUNT PROGRESSION ENGINE

A playbook that never stops learning.

The platform continuously identifies what is preventing an account from progressing, decides what could change it, puts specialized agents to work and learns from the outcome.

ObjectiveDefine what winning this account means.
ConstraintFind what is blocking progression now.
HypothesisDetermine what is most likely to change it.
ActionAgents create and execute the work.
OutcomeMeasure what actually happened.
LearningStore what worked and what didn’t.
Next moveInstantly adapt the strategy and continue.
ONE AI MANAGER FOR EVERY ACCOUNT

Give every strategic account continuous attention.

Each account gets a persistent AI manager with one job: move it toward the commercial objective. It watches for change, identifies the next constraint and coordinates the work needed to overcome it.

Marketing sets the objective. The AI team works the accounts.

Applied Materials
Account Manager Agent · Working
Create $1M+ qualified opportunity
CURRENT CONSTRAINT
Economic buyer engagement
ResearchRefreshing buying group
ContentCreating executive brief
OutreachWaiting for approval
INSTITUTIONAL ABM MEMORY

Yesterday makes today smarter.

The platform remembers meetings, signals, people, messages, actions, approvals, failures and wins. When new information arrives, it reassesses the account and changes the playbook when needed.

Sarah engaged with operational proofFuture strategy weighted toward evidence over thought leadership.
Executive dinner produced buying group expansionPattern strengthened across similar manufacturing accounts.
Paid media failed to move late-stage accountsFuture investment redirected toward executive access.
New product module launchedAccount relevance automatically reassessed against new capabilities.
SPECIALIZED AGENTIC WORK

One brain. Specialists that do the work.

The Account Manager Agent calls the right specialists based on what the account needs. No fixed campaign sequence. No unnecessary channel just because it exists.

Research Agent

Continuously refreshes account intelligence, buying groups, signals, intent, relationships and information gaps.

Research & enrichment →

Strategy Agent

Identifies constraints, forms hypotheses, selects plays and decides what should happen next.

Strategy & orchestration →

Content Agent

Creates the personalized material each person needs, from executive briefs and sequences to webinars, pages and Sales assets.

Personalized content →

Outreach Agent

Builds individualized outreach, executive engagement, meeting invitations and Sales follow-up for approval.

Engagement →

Creative Agent

Turns strategy into ads, visuals, video concepts, event creative, presentations and personalized experiences.

Creative production →

Conversation Agent

Engages website visitors, learns from conversations, qualifies interest and feeds new intelligence back into memory.

Conversation intelligence →

Reporting Agent

Turns activity into account progression, executive highlights and stakeholder-specific reporting.

Reporting →

Measurement Agent

Measures outcomes, tests hypotheses and tells the system what worked, what failed and what to change.

Learning loop →
HUMAN IN THE LOOP

Autonomous where it should be. Human where it matters.

Agents can research, analyze, create and prepare work continuously. Approval rules determine when people review, modify, reject or approve an external action.

3 decisions need you
OUTREACH AGENTSend personalized executive emailApplied Materials · Sarah Chen
STRATEGY AGENTPause paid media and prioritize executive accessHoneywell
CREATIVE AGENTLaunch personalized event experienceSiemens
CONNECT YOUR GTM STACK

Your systems become its eyes and hands.

The platform brings CRM, marketing automation, enrichment, engagement and collaboration data into one account memory, then coordinates action back through the tools your teams already use.

Turn intelligence into progression.

See what happens when ABM software stops waiting for someone to operate it.