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Sales Researcher: AI Agent for B2B Call Prep

The agent builds a full company and contact dossier in 2-3 minutes: what they do, recent news, pain points for your product, and talk tracks. Every fact comes with a source link.

Sales Researcher: AI Agent for B2B Call Prep
Created by:
Author
Roman
Last update:
5 July 2026
Categories
Sales
Leadgeneration
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New to ASCN? Pay for 3, 6, or 12 months up front for a discount, and use the referral program to earn credits when teammates join. Current pricing lives at ascn.ai/pricing. Use template · Ask a question

Overview

Every B2B call starts with half an hour of tabs: the company site, the contact's LinkedIn, recent news, reviews. A rep does this 10-15 times a day, so some calls go in blind and prep eats more time than the call itself. A dedicated researcher runs $2,000-4,000 a month and still falls behind the pipeline.

Sales Researcher is a ready-made AI agent for the ASCN platform that handles call prep for you. This is the AI sales research agent that hands you a finished brief instead of a pile of links:

  • 🔍 Builds a company dossier — what they do in plain words, size, country, and the last six months of news with source links.
  • 👤 Profiles the contact — their role, how long they've been there, and what they've said publicly.
  • 🎯 Finds pain points for your product and buying triggers: a new VP of Sales, a new office, a fresh funding round.
  • 💬 Gives you talk tracks — a small-talk opener and a business hook to lead with.
  • Runs in 2-3 minutes per dossier and says "not found" when the data isn't there.

You run it from a normal chat in ASCN or Telegram. Drop a company name and a contact, get a brief. Nothing to wire up by hand.

How the agent works

You don't need to code. You run it from a chat.

  1. Install from the marketplace. Open the agent page, click "Use template," and it lands in your account in under 5 minutes.
  2. Connect web search from chat. The agent runs on web search and page reading. You connect it in one click, right from the chat.
  3. Tune it to your product. The agent asks three short questions: how to address you, what you sell and to whom, and which customer events signal a buy. It remembers your answers and hunts for those signals.
  4. Run your first dossier. Type something like "Stripe, Patrick Collison" and get a linked brief in a couple of minutes.
  5. Put it on a schedule. Connect Google Calendar and the agent preps a dossier each morning for the companies you're meeting that day.
  6. Manage it in one chat. Change dossier depth, format, and rules straight from the ASCN chat or Telegram.

Why this beats hiring a researcher

  • 2-3 minutes instead of half an hour. Manual research on one company burns 30-40 minutes. The agent returns a finished brief in a couple of minutes, so you're ready for every call on the calendar.
  • One subscription instead of a salary. A researcher or junior SDR runs $2,000-4,000 a month. The agent covers the same work for the price of a plan: Start is $29/month as of 06/12/2026 — see live pricing at ascn.ai/pricing.
  • Every fact is checkable. Each point carries a source link, and guesses are flagged as guesses. You never walk into a call on made-up data.
  • Same quality across the pipeline. The 5th dossier and the 50th follow the same rules, and quality doesn't drop by end of day.

What results users see

Across rollouts the agent cuts call prep from 30-40 minutes to 2-3 and lets a rep work through 5-8x more contacts in the same time. Calls open with a specific hook instead of "hi, let me tell you about us."

Results depend on your niche, how precisely your product and buying triggers are described in the setup, and whether public information about the company exists. The agent owns the collection and structure; your setup drives how well it lands.

Rollout snapshots

B2B lead-gen agencyoutbound sales

  • Setup: web search, product and buying triggers configured for 3 client campaigns
  • Result: up to 40 dossiers a day per team versus 8-10 with manual research
  • Savings: roughly 15 hours a week on call prep

SaaS foundercold-call sales

  • Setup: web search plus Google Calendar and a Telegram channel
  • Result: a dossier on the day's meetings lands in Telegram at 8:30 every morning
  • Savings: about 6 hours a week, no call without prep

What you get

  • A configured agent: role, brief format, and behavior rules are already written, install in under 5 minutes.
  • A setup guide: how to connect web search, set dossier depth, and edit the format from chat.
  • A knowledge base for your niche: product, ICP, and buying triggers the agent remembers and applies to every dossier.
  • A personal manager: helps tune the agent to your deals — on the Personal plan and up.
  • A private community: help from other users and fast answers from support.

While other reps burn half a day on browser tabs, walk into the call with a ready dossier and a concrete hook. 🔥🔥🔥

Set the agent up once for your product, and a brief waits for you before every call in chat or Telegram.

FAQ

Do I need coding skills?
No. You install the agent from the marketplace and run it from a chat: tell it what you need, and it connects web search and remembers your product rules on its own.

Where does the agent get company data?
From public sources via web search and page reading: the company site, LinkedIn, news, reviews, open filings. It doesn't bypass paywalls or use shady databases.

Does the agent send emails or write to my CRM?
No. Sales Researcher prepares dossiers and takes no action in outside systems on its own. It collects and structures information; you run the call and the outreach.

How much can I trust the facts?
Every point carries a source link, and assumptions are marked as guesses. When there's no data, the agent writes "not found" instead of inventing a fact.

Can I tune the agent to my niche?
Yes. You describe your product, ideal customer, and buying triggers, then set the brief format and what to leave out through the behavior files and knowledge base.

How is my data kept safe?
Connections run through official OAuth, keys sit in encrypted storage and never reach chats or logs. Each agent is isolated, and you can revoke access at any time.

Can I get dossiers automatically before meetings?
Yes. Connect Google Calendar and the agent preps dossiers on the day's meeting companies on a schedule and sends them to chat or Telegram.

Can I switch channels, say from chat to Telegram?
Yes. Connect the channel you want; the agent's logic stays the same.

FAQ
Still have a question
Do I need coding skills to set up this template?
No coding skills required! This template is designed for no-code users. Simply follow the step-by-step setup guide, connect your accounts, and you're ready to go.
How does this template help maintain data security?
All data is processed securely through official APIs with OAuth authentication. Your credentials are never stored in the workflow, and you maintain full control over connected accounts and permissions.
What is a module?
A module is a single building block in the workflow that performs a specific action — like sending a message, fetching data, or processing information. Modules connect together to create the complete automation.
Can I customize the template to fit my organization's specific needs?
Absolutely! You can modify triggers, add new integrations, adjust AI prompts, and customize responses to match your organization's workflow and branding requirements.
How customizable are the AI responses?
Fully customizable. You can edit the AI system prompt to change the tone, language, response format, and behavior. Add specific instructions for your use case or industry terminology.
Will this template work with my existing IT support tools?
This template integrates with popular tools like Gmail, Google Calendar, Slack, and Baserow. Additional integrations can be added using available API connectors or webhooks.
What if my FAQ knowledge base is empty?
No problem! The template includes setup instructions to help you populate your FAQ database with commonly asked questions and answers. Start small. As new questions arise, you can easily add more FAQs over time.
Is there a way to track unresolved issues that require follow-up?
Yes! You can configure the workflow to log unresolved queries to a database or spreadsheet, send notifications to your team, or create tickets in your issue tracking system for manual follow-up.
What if I want to switch from Slack to Microsoft Teams (or another chat tool)?
Simply replace the Slack module with a Microsoft Teams or other chat integration module. The core logic remains the same — just reconnect the input and output to your preferred platform.
If you have questions about the template, reach out to our support team
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