Account Intelligence Agent allows you to generate detailed account reports and insights directly within Empower. In this guide, you’ll learn how to activate the Account Intelligence Agent, search for specific clients, and leverage critical insights to approach your next customer conversation with confidence.

Using Account Intelligence Agent

1. Access the Account Intelligence Agent

Start by opening your AI assistant interface and launching the agent.

1. Open Ask Empower.
2. Click on the plus (+) icon.
3. Select the Account Intelligence Agent.

2. Search for a client or account

Locate the specific client account you want to analyze.

1. Choose Account.
2. Search for a specific client or account.
3. Click on the account name.

3. Leverage account insights

Once the account is selected, Empower will generate a detailed report to help you prepare for your interactions.

• Review risks and opportunities: Understand the potential challenges and positive growth areas associated with the account.
• Identify potential objections: Prepare yourself for tough questions by reviewing expected customer objections in advance.
• Access a battle card: View a strategic battle card to help you approach your next sales or support conversation with confidence.

 Do not hesitate to explore this brand new feature before your next customer meeting to get a clear overview of their context.

🎉 You now know how to use the Account Intelligence Agent and can approach your customer conversations with complete confidence!