Pre-Call Research
The honest version of pre-call prep is a browser with nine tabs open, five minutes before the meeting. The rep skims the company site, glances at the CRM record, notices there was a support ticket last month but does not have time to read it, and joins the call anyway. Then someone on the customer side mentions a project the rep has never heard of and the whole first ten minutes goes to catching up.
The information was all there. It was just scattered across a CRM, an inbox, a help desk, and the open web, and nobody had twenty minutes to assemble it. Skynet’s agent does that assembly on a schedule, using live connectors to your tools plus its own web research, and hands you the result before the meeting rather than after.
How it works
Watch the calendar
The agent reads your upcoming meetings and works out which are external. An hour before each one, it starts pulling. No request needed — the calendar is the trigger.
Assemble the account picture
It pulls the CRM record, prior email threads, open support tickets, and any notes from past calls out of unified memory, then adds public research on the company: recent news, funding, headcount, what they seem to be building.
Map the room
For each attendee, the agent notes the role, what they are likely to care about, and anything from your own history with them. A finance lead on the call changes the conversation, and you should know that before you dial in.
Deliver the brief
One page, in Slack or your inbox: who, what changed since last contact, three things worth raising, and one thing to be careful about. Short enough to read in the two minutes before you join.
Build it from a prompt
Set it up once and it runs for every meeting after that.
The gain is not just time saved. It is that every call starts from the same level of preparation, including the ones squeezed between two other calls — and the customer notices when you already know their situation.