Auto-deliver prospect intel to reps with an AI agent

Getting started

Reps need deep, person-level context for precision outbound, but they can’t afford to spend more time researching than selling.

Sales managers and RevOps leaders can watch reps waste valuable time fishing around for buyer intelligence. Or they can deliver it to them right when they need it and right where they work with the help of AI.

In this playbook we’ll show you how to deliver person-level research for the hottest leads directly to reps via contextual AI-summaries in Common Room and Slack, make sure no pipegen opportunities slip through the cracks, and take action with a click.

What you’ll need

Step 1: Explore RoomieAI Spark research

Let’s say we’re an SDR or AE running different signal-based sales plays.

We have segments built out for different plays—like web visits to our pricing page, LinkedIn engagements, and recent job changes—in Common Room.

We want to go from signal to send as quickly as possible without spending a ton of time researching prospects in our book of business.

We’d simply select any of our segments in Common Room and click the RoomieAI™ Spark summary button next to a contact’s name.

RoomieAI Spark automatically generates deep, person-level research for the prospect based on all the first-, second-, and third-party data points and signals captured in Common Room.

RoomieAI Spark will synthesize and summarize intel based on whatever data sources we have connected to Common Room, meaning AI insights can also include information from our CRM and call transcripts.

Not only do we get visibility into the prospect’s recent activities and lead score, we can also see helpful information about their company, including hiring trends, relevant news items, and current tech stack.

This tells us everything we need to know about whether a prospect may be in-market and how to tailor our approach.

Even better, this info can be served up to reps right in Slack to help them action on the right leads at the right time.

Step 2: Create RoomieAI Spark alerts

Let’s say we’re a sales manager or RevOps leader. We want to make sure our sales teams never miss a hot lead and are able to take action on time-sensitive signals fast.

We’d simply select the segments we want RoomieAI Spark to access and push AI research to Slack as real-time alerts.

We can decide what activity triggers an alert, whether we want alerts sent to group channels or individual reps, how frequently alerts should be sent, and whether we want a daily digest sent via email.

We’d simply choose the options that best fit our team and go-to-market motion.

Now RoomieAI Spark research will be sent to reps right in Slack.

Step 3: Explore RoomieAI Spark research in Slack

Okay, let’s say we’re an SDR or AE again.

Our manager has set up a group Slack channel for a specific play.

Any time a prospect gets auto-added to this play via Common Room, we receive RoomieAI Spark research in Slack, as well as an @ mention if we're the account owner.

This research includes contact information, like email addresses, phone numbers, and LinkedIn handles, uncovered by Common Room’s automated, always-on enrichment.

RoomieAI Spark serves up hot leads on a silver platter and tells us everything we need to know to take the best next step.

Step 4: Action on RoomieAI Spark alerts

Once we get an alert, we can go from ping to pipeline lightning-fast.

With the click of a button in Slack we can jump straight to the prospect’s profile in Common Room, their LinkedIn account, or add them to a sequence.

We can also use our other AI agent, RoomieAI Activate, to draft a hyper-relevant message based on the prospect’s recent activities in real time.

If a RoomieAI Activate message snippet is already mapped to one of our sequences, it will automatically generate tailored messaging via Common Room’s workflows.

Wrapping up

Now you know how to deliver AI insights to reps wherever they work, accelerate speed to lead, and make sure no pipeline gets left behind.

Want to see a playbook on a different topic? Get in touch.