-
Introduction to Research Agent for Admins
-
What is Research Agent?
-
How to configure and use Research Agent
-
Best practices and popular use cases
-
Summary with reference materials
-
Knowledge Check
-
Course Feedback
Automate Research: Configure Research Agent for your organization
This course walks you through how to set Revenue Agent up, automate it, incorporate it into other agents, and make the fields easily visible to your sales team.
Research Agent allows you to automatically pull in additional information to update your accounts and prospects from internal and external sources. This course walks you through how to enable, configure, and automate it as the Admin of your instance. It also explains how to use these updated fields with other agents to increase how effective they are and explains how to make these fields easily accessible and visible for your sales team to quickly access the information. Included in this course are a collection of best practices, and recommendations for using blueprints as you become more familiar with Research Agent.
Topics include:
- What is Research Agent?
- How to configure Research Agent
- Best practices for configuring a Research Agent