Meeting Prep Agent
Generates comprehensive pre-call briefings with account snapshot, agenda, and tailored talking points.
What it is
Walking into a competitive meeting without preparation is a concession. This agent compresses 45 minutes of manual research into a clean, actionable brief: account snapshot, intent context, contact profiles, suggested agenda, and talking points, delivered before the calendar invite fires.
How it works
When a meeting is logged or a calendar event detected, the agent retrieves the Deep Research brief, scoring rationale card, CRM interaction history, and attendee contact profiles. It generates a structured five-section brief: company snapshot, intent context, contact profiles, suggested agenda with time allocation, and one talking point per agenda item grounded in the account's specific context. Delivered as a formatted document and a CRM note.
How it fits into the pipeline
First agent in the meeting conversion layer. Consumes outputs from the Deep Research Agent, Ranking and Explainability Layer, and Firmographic Enricher. Passes the agenda structure to the Conversation Intelligence Agent after the meeting.