---
title: "AI Account Research"
slug: "ai-account-research"
updated: 2026-02-19T14:40:58Z
published: 2026-02-19T14:40:58Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.madkudu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Account Research

### Automate your research with our AI Account Briefs!

#### Why use the Automated Account Research feature?

Sales reps spend too much time researching accounts instead of selling. HG Insights’s Account Research feature changes that by giving you an **Account Brief** - a concise, actionable summary of key account details.

With this feature, you can:

- Quickly understand **why an account is a good fit**.
- Discover **why now is the right time** to engage.
- Learn **why your solution matters** to them.

#### What Does Account Research Do?

- **Generate an Account Brief:** Quickly surfaces relevant information about a company, such as recent news, funding, leadership changes, and product launches.
- **Answer Critical Sales Questions:** Provides insights that answer why an account is a good fit, why it’s timely, and why your product is relevant.
- **Centralize Data Sources:** Combines information from LinkedIn, websites, Salesforce, and other tools into one easy-to-digest summary.

#### **Benefits for Sales Reps**

- **Save Time:** Spend less time researching and more time selling.
- **Personalized Outreach:** Use curated insights to craft tailored messages.
- **Confident Calls:** Go into meetings fully prepared with the most relevant information.

#### **How to use the Account Research feature:**

1. Click on an Account in Copilot.
2. Navigate to the "AI brief" tab.
3. Your Account Brief will be automatically generated within a couple minutes - please hang on!
4. Click on any relevant source (e.g., LinkedIn page, company website, or news article) to navigate directly to it for deeper insights & transparency.
5. Use the insights to craft personalized messages or prep for meetings!

![Databricks Inc. overview highlighting growth, customer base, and need for GTM solutions.](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/Screenshot%202026-02-18%20at%204.25.07%20PM.png)

#### Need Help?

If you encounter issues or have questions, contact your CSM or email us at [product@](mailto:product@madkudu.com)hginsights.com.