Salesloft's AI Research Agents leverage web content, activity history, and more by default to synthesize and compile valuable information.
To truly maximize the potential of Salesloft's AI Research Agents, teams can upload additional content to the AI Knowledge Library that will boost agents with a deep, nuanced understanding of your company's solutions, competitive landscape, and ideal customers.
This allows the agents to move beyond generic web research and connect external findings directly to the specific value your company provides, generating highly strategic insights and talking points.
Let’s look at some practices to incorporate into your Knowledge Library that will elevate your research agents:
Practice 1: Incorporate Competitive Intelligence & Battle Cards
This practice helps the AI research agent analyze a prospect or account by querying the Knowledge Library to cross-reference its findings with your internal, proprietary content. This transforms raw data into actionable sales intelligence.
When research uncovers that a prospect is using or evaluating a competitor, the agent can instantly access your strategies for winning against them. The agent can then proactively generate sales angles that highlight your key differentiators and address competitor weaknesses.
Practice 2: Provide Detailed Product & Solution Information
If research indicates a prospect is interested in a specific solution area, the agent can pinpoint the exact products you offer to meet that need. It will pull detailed features, value propositions, and use cases to ground its "Point of View" in concrete, relevant information.
Examples of files to upload:
- oProductName]_Product_Overview.pdf
- lSolutionName]_For_tIndustryVertical]_Brief.pdf
- oProductName]_Technical_Spec_Sheet.docx
Practice 3: Utilize Ideal Customer Profiles (ICPs) & Buyer Personas
The Person Research Agent can tailor its output to speak the “language” of the individual. By referencing detailed persona documents, it can adjust the tone, sales angles, and suggested talking points to align with the specific challenges, goals, and motivations of the persona being researched.
Examples of files to upload:
- yPersonaName]_Sales_Persona_Guide.docx (e.g., "VP of Sales Persona")
- Ideal_Customer_Profile_Overview.pdf
- Key_Challenges_for_7PersonaName].txt
Practice 4: Upload Case Studies with Tangible Success Metrics
To elevate your AI research agents from simply providing information to delivering powerful, persuasive insights, upload case studies that include concrete proof and measurable results. These documents give the AI a deep understanding of your product's impact, enabling it to connect a prospect's challenges directly to a proven solution.
When an AI Research Agent finds a prospect in a specific industry or with a similar problem to one of your case studies, it can reference that document. The agent can then generate talking points that don't just explain features but highlight quantifiable outcomes like "a 40% increase in productivity" or "saved 25 hours per week."
Examples of files to upload:
- nCustomerName]_Case_Study_Results.pdf
- nIndustry]_Success_Story_Metrics.docx
- ROI_Report_lSolutionName].pdf
In Conclusion
By following these best practices, you can ensure that your AI Research Agents are not only providing data, but delivering highly strategic insights and tailored talking points that directly support your sales efforts. Elevating your AI research with proprietary knowledge is key to generating highly personalized, accurate, and on-brand sales content.