GTM AI
GTM AIby ZoomInfo

Account Research

Comprehensive intelligence briefing on a company, blending ZoomInfo third-party data with your CRM and conversation history. Consumes AI action credits proportional to work done.

·Rowan BaileyRowan BaileySenior Director, Product

What it does

Generates a comprehensive intelligence briefing on a company by synthesizing multiple data sources:

  • ZoomInfo third-party data: firmographics, technographics, hiring signals, funding events, leadership changes, competitive intelligence
  • Your CRM data: account history, open opportunities, current deal stage, past interactions (if your organization has CRM connected to ZoomInfo)
  • Conversation intelligence: key themes, action items, and relationship context from your team's calls and emails with the account (if Conversation Intelligence is enabled)

The tool runs a sub-agent that selects and synthesizes the most relevant context, then returns a targeted briefing suitable for meeting prep, account planning, or outreach personalization.

Credits

AI action credits, proportional to work done. Each call is limited to one account. The number of credits consumed depends on the complexity of the query, typically ranging from 5 credits at the lower end to 15 at the upper end.

Architecture

Account Research is a context agent. It runs a sub-agent layer rather than returning raw data directly. This serves two purposes:

  1. Context window management: synthesized briefings fit in a primary orchestrator's context window; raw data dumps from multiple sources would not
  2. Relevance filtering: the sub-agent selects what's most relevant to the authenticated user and their query

When the AI uses it

The AI invokes Account Research when you ask for a briefing, summary, or research on a specific named company. It is the right tool for "tell me about this account before my call" type prompts.

For finding companies matching criteria (without a specific account in mind), use Search Companies instead.

First-party data requirements

CRM and conversation history context in Account Research requires your organization to have connected those sources to ZoomInfo at the tenant level. Contact your ZoomInfo admin to confirm which first-party data sources are connected.

Example prompts

"Research Acme Corp before my call tomorrow."

"Give me a full briefing on Salesforce. What do we know, what's our relationship history, and what are the key signals right now?"

"I have an EBR with HubSpot next week. What should I know?"

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