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The Research Agent is Pockla’s AI assistant that researches contacts and companies, providing actionable insights for your outreach.

Research Agent in action

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What Is the Research Agent?

Unlike basic enrichment (which fills in standard fields), the Research Agent:
  • Conducts deep web research on contacts and companies
  • Synthesizes information into actionable insights
  • Provides suggested talking points
  • Identifies relevant news and events
  • Surfaces connections and commonalities

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Using the Research Agent

The Research Agent lives inside Boards. When viewing a contact:
  1. Open a board
  2. Click on a contact card
  3. Use the Board Agent chat panel
  4. Ask it to research the contact or company
Board Agent chat panel with research prompt

Board Agent chat panel with research prompt

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Example Prompts

“Research this contact’s company”
“What’s the latest news about this company?”
“Find background on this person”
“What are some good talking points for reaching out?”

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Research Output

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Company Research

The agent can provide:
  • Company Overview: What the company does
  • Recent News: Latest press and announcements
  • Key People: Leadership and relevant contacts
  • Industry Context: Market position and competitors
  • Growth Signals: Funding, hiring, expansion
Company research output example

Company research output example

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Contact Research

For individual contacts:
  • Background: Career history and experience
  • Recent Activity: Posts, articles, speaking events
  • Interests: Topics they engage with
  • Connection Points: Shared connections or interests
  • Talking Points: Suggested conversation starters
Contact research output example

Contact research output example

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Research Agent Tools

The Research Agent has access to: Searches the web for:
  • Company websites
  • News articles
  • Press releases
  • Blog posts

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Page Scraping

Reads and extracts information from:
  • Company about pages
  • News articles
  • LinkedIn profiles (public)

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Best Practices

Run research before sending important emails. Personalized outreach based on research has significantly higher response rates.
Research takes time. Prioritize for key prospects and decision-makers.
AI research is a starting point. Review insights and add your own perspective before outreach.
Re-run research periodically for active deals, as company situations change.

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Limitations

  • Research is based on publicly available information
  • Recent events may not be immediately reflected
  • Small or private companies may have limited data available
  • Results depend on what’s findable on the web

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Troubleshooting

  • Ensure you’re using the Board Agent chat panel
  • Check if contact has sufficient data (email, company name)
  • Try being more specific in your request
  • Small or private companies have limited public data
  • Try asking follow-up questions
  • Add more contact details to improve results
  • Ask the agent to search for recent news specifically
  • Web search results reflect what’s currently indexed

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Next Steps

Set Up Boards

Create boards to use Research Agent

Gmail Integration

Use research insights to draft emails