Research Agent
Governed pre-call research, automated.
The Research Agent turns every booked call into a briefed one. It connects Calendly and your CRM, whether HubSpot, Salesforce, or Zoho CRM, so that the moment a prospect books, it researches their company, grades what it finds, and writes a structured brief onto the contact record, before anyone on your team has lifted a finger.
From booking to briefed
Every booked call becomes a briefed call, end to end, with nobody opening a browser tab.
- Triggers the moment a prospect books a call, so preparation starts with no one lifting a finger.
- Researches the prospect's company from your booking and CRM data, then enriches it from governed public sources.
- Produces a structured pre-call brief: company profile, likely pain points, tailored talking points, and a recommended first step.
- Writes the brief straight onto the contact record in your CRM, where your team already works.
- Notifies the rep, so they walk into the call already briefed.
- Raises an alert if research cannot be completed, so nothing ever fails silently.
The part that matters
Anyone can bolt research onto a booking. The difference is how it is controlled.
- Fires only on a qualified event, a booked call, not on every cold contact, so effort and cost go only where they count.
- Draws on a controlled source whitelist aligned with UAE PDPL, with no grey-area scraping.
- Grades every claim by confidence (verified, reported, or inferred), so your team never repeats an unchecked fact on a call.
- Keeps a human in the loop: the brief informs the salesperson, it does not act on its own.
- Uses the CRM as the single source of truth and audit trail, so every brief is logged and traceable.
The payoff
- Every conversation starts informed, with zero manual pre-call research.
- Faster, more relevant calls that speak to the prospect's actual business.
- Research captured in one place, not scattered across inboxes and browser tabs.
- An automation you can run safely in a regulated market, because it is governed by design.
- A repeatable pattern, not a fragile one-off, ready to extend to other steps in your funnel.
This is an example of a Governed Agent Build, the same approach Centigen applies to agents across sales, marketing, and operations.
It was built with Centigen's own ADAPT method and runs inside Centigen's own sales process, so it is a governed agent we rely on, not just one we describe.
Start with an AI Readiness Call.
A short, governed first step. No cold outreach, no wasted spend.
Frequently asked questions
It connects Calendly and your CRM, whether HubSpot, Salesforce, or Zoho CRM. Calendly is the booking trigger, and the finished brief is written onto the matching contact record in your CRM.
It draws only on a controlled source whitelist aligned with UAE PDPL, with no grey-area scraping, and it keeps a human in the loop. The salesperson is informed by the brief, the agent does not act on its own.
Every claim is graded by confidence: verified, reported, or inferred. Your team can see what is solid and what is not, so no one repeats an unchecked fact in front of a prospect.