Manual research → AE copilot that pre-briefs every call

The problem

Account Executives spent 30+ minutes researching each call, often pulling stale info from five tabs.

The solution

A pre-call copilot that pulls CRM, news, funding, and product usage signals, and writes a one-page brief with a recommended opening question.

Approach

Briefs are generated overnight, not at click-time, so the experience feels instant. Stale runs are detected and re-queued automatically.

Detail

Reps rate every brief. Low-quality briefs feed a fine-tuning eval set, so the system gets better as it's used.

Sample evaluation harness

// evals/extraction.eval.ts
import { runEval } from "./harness";
import { invoiceCases } from "./cases";

await runEval({
  name: "invoice-extraction",
  cases: invoiceCases,
  judge: "strict-json-schema",
  passThreshold: 0.95,
});