Account AI

Audience: Sellers (AEs, SDRs, BDRs)

Account AI is Sales Copilot's conversational research layer. Ask any question about any account and get answers grounded in HG data and your first-party signals, with citations so you can verify where each answer comes from.

What you can ask

Account AI works per account and understands your company context, so answers reflect your offerings, ICP, and personas. Example questions:

• "Who from the buying committee has engaged?"

• "What's worth acting on this week?"

Because every answer is grounded in HG data and your first-party signals, you get research you can trust in seconds instead of assembling it yourself across tools.

What makes Account AI different is that it's a contextual engine, not a generic research chat. Insights are delivered in relation to what you're selling: your offerings, the pains they solve, and the plays you run. The same account produces different answers depending on the offering you're pursuing.

Starting a conversation

Select Ask AI from a company's quick view panel, or open the Account AI tab on the company page (see Researching a Company). Account context auto-fills, so you can ask anything without restating who the company is.

Two selectors in the composer shape the conversation:

• Offering: add selling context by scoping the conversation to one of your offerings, or leave it as No offering.

• Agent: run with the default agent, HG GTM Copilot, which HG provides out of the box, or pick one of your own custom agents.

Custom agents

If the default agent doesn't fit a workflow, your team can build custom agents or tweak existing ones from the Agents menu in the left panel, then use them directly in Account AI conversations. See Building Custom Agents.

You can also reach Account AI from the company page: each ranked signal on the Overview tab carries an action (Create Battlecard, Generate Brief, Draft Email, Ask Account AI) that drops you into a conversation with that signal as the starting point. See Researching a Company.

Conversations are organized as threads. Start a New Thread for a fresh question, or return to earlier threads about the account.

Threads

The Threads menu in the left panel lists all your AI conversations across every account, each with the company, title, and a preview, and you can search them. Use it to jump back into your latest conversation and continue the workflow from where you left off.

Artifacts

Anything you generate is automatically saved to the account's Artifacts tab: account briefs, competitive battle cards, draft emails, account summaries, and meeting prep. Artifacts stay with the account, so your research and outreach materials are there the next time you work it.

From insight to action

Account AI is part of Sales Copilot's AI-native workspace. Insights don't sit in a dashboard waiting to be interpreted: they arrive pre-formed with a suggested next step, one click from action.

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