AI Strategy
AI strategy helps you uncover deep insights about your accounts and contacts. Pocus AI will find all publicly available information across the web about the account or person and summarize it for you without needing to spend hours and hours reading news articles, 10 Ks, and blog posts.
Key Features
🔍 Company Overview Section
This section provides a structured snapshot of the target company, answering critical questions:
- What does the company do?
- Who are their customers and buyers?
- How do they make money?
- Who are their competitors?
Each insight is extracted and summarized using our Pocus AI model. These details will provide a quick but thorough overview into the account.
- Select the sources menu to view and visit the sources analyzed for the insights presented.
- Help guide the AI by using "thumbs up" or "thumbs down" to rate the information provided.
- Use the clipboard icon to copy the section for external use.
How Your Company Fits In Section
This section provides insights on how your company can fit into various initiatives and news events found for the account. Each card will detail a recent event or initiative for the account, as well as how your company can potentially serve them in this area.
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Use the Sources button to view and visit sources used to gather the information presented.
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Select Generate Outreachto draft custom and relevant messaging.
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Use Tell Me Who Caresto find key stakeholders who would be best points of contact for each initiative

Once you've identified the best individual to outreach, you can use Find Emailto lookup their email address, select Generate Message to utilize our AI Email Generator to craft the perfect message or call script, as well as configure actions such as Enroll in Hubspot Sequence.
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The Tell Me Moreoption allows you to to view more details on the particular initiative.
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Ask A Question allows you to interact with Pocus AI! Ask any questions you might have to gather specific details about the company or their initiatives.

Want to see AI Strategy in action? Watch our Research Accounts With Drilldowns & AI Strategyvideo for a quick tutorial!
Updated 7 months ago