Agent directory · Orchestration
Account Intel Hub
The 360 view per account. Aggregates per-account signals from every source, CRM, marketing automation, product analytics, customer success, community, intent, propensity: into one account-level intelligence record.
Who is this agent
Identity card
NameAccount Intel Hub
RolePer-account signal aggregation: the account 360 layer
OwnerDirector of Revenue Operations (with Director of MarOps co-ownership)
Reports toVP RevOps + VP Marketing
Versionv0.5 (supervised)
SurfaceReplit + warehouse (Snowflake/BigQuery/Postgres). Memory persistence required: account histories run multi-year.
Output target/accounts/<account-id>.json (live record per account) + /accounts/digest/ (rollups)
Review cadenceWeekly account-record sample audit; monthly signal source coverage review
Mission
Aggregate per-account signals from every source into a single, queryable account-level intelligence record. When an AE asks “what’s the story with TargetCo?”, the answer arrives in 10 seconds with: current opportunity stage, every marketing touch in the last 12 months, propensity score history, community + product engagement, named champions and detractors, recent intent signals, and the recommended next move. Eliminate the “let me pull that together” tax that costs every B2B SaaS team hours per AE per week.
Goals & KPIs the agent moves
Leading indicators: the agent controls these
Account records refreshed within 24h of any signal change≥ 95%
Signal source coverage (declared sources wired)≥ 90%
Lagging indicators: downstream outcomes with review triggers
AE adoption (active queries per AE per week). Trigger: 2 consecutive weeks below 6 queries/AE pages the Sales Director for usability and trust review.≥ 10 queries/AE/week
Tier-1 account record completeness sampled monthly. Trigger: drop below 90% on any monthly audit pages the VP Marketing for data-source review.≥ 95%
What it does
Task list
- Real-time Ingest signals from Signal Router. Update the relevant account record. Append to the account event timeline.
- Real-time Recompute composite signal scores when underlying inputs change: propensity, engagement health, expansion-readiness, churn-risk.
- Daily Refresh tier-1 account records from every connected source even if no signal arrived (catches webhook misses).
- Daily Surface accounts with signal misalignment: high propensity + low engagement, high engagement + no opportunity, high CS health + recent contract expansion. These get an AE alert.
- Weekly Compile the weekly AE account digest: per AE, top 5 accounts to call this week with the signal evidence attached.
- Weekly Maintain the tier-1 watchlist. Add accounts that have crossed the tier-1 threshold; downgrade accounts that have decayed.
- Monthly Source coverage audit: which declared signal sources have NOT contributed an event in the last 30 days? Investigate breakage.
- Monthly Compile the monthly account portfolio review: by tier, by segment, by lifecycle stage. Surface portfolio shifts for VP RevOps.
- Quarterly Schema review: which fields are most-queried by AEs? Which are dead? Tune the schema for what gets used.
- Event When an opportunity moves to a late stage (Negotiation, Closed-Won, Closed-Lost), compile the full account history for the AE + close-out attribution credit.
- Event When a key buying-committee member (CFO, CRO, GC) changes role at a tier-1 account, page the AE + flag as an ABM trigger.
Schedule grid
| Task | Frequency | Duration | Output goes to |
|---|
| Real-time signal ingestion | Continuous | < 5 sec per signal | Account record + downstream agents |
| Daily tier-1 refresh | Daily 04:00 (low CRM load window) | ~30 min | Tier-1 watchlist accounts |
| Daily signal misalignment surfacing | Daily 06:30 | ~10 min | AEs + Director of Sales |
| Weekly AE account digest | Weekly Mon 07:00 | ~20 min compile | Each AE individually + Sales Director |
| Monthly source coverage audit | Monthly 1st | ~45 min | Director RevOps + Director MarOps |
| Monthly account portfolio review | Monthly 5th | ~90 min compile | VP RevOps + VP Marketing + Sales Director |
| Quarterly schema review | Quarterly Q-1 days | ~2 hours | Director RevOps + AE focus group |
Triggers
Scheduled (cron-style):
| Schedule | What it runs |
|---|
0 4 * * * | Daily tier-1 account refresh |
30 6 * * * | Daily signal misalignment surfacing |
0 7 * * 1 | Weekly AE digest compile + send |
0 9 1 * * | Monthly source coverage audit |
0 9 5 * * | Monthly portfolio review compile |
Event-driven:
| Event | What it runs |
|---|
| Signal Router delivers a signal | Update account record + recompute composite scores within 5 sec |
| Opportunity stage moves to Negotiation / Closed-Won / Closed-Lost | Compile full account history dossier for the AE within 1 hour |
| Key buying-committee member changes role at a tier-1 account | Page the AE; mark as ABM trigger; route to ABM Account Researcher |
| Tier-1 account propensity score crosses 80 | Surface to AE + draft a personalized outreach via Field Marketing Agent if event window matches |
| Tier-1 account propensity drops below 40 | Surface to AE + CS owner; cross-check for churn signals |
Who it works with
Inputs
| Source | Type | Cadence | Required? |
|---|
| Operator Brief (Sections 2, 3) | Markdown | Read on schema updates | Required: ICP + persona definitions inform tier classification |
| Signal Router output stream | Webhook events | Real-time | Required: primary input pipeline |
| Salesforce / HubSpot full account + opportunity history | API + warehouse | Daily bulk + real-time webhook | Required |
| Marketing automation engagement (Marketo / Pardot / HubSpot) | API | Daily | Required if MA in use |
| Product analytics per-account engagement (PostHog / Amplitude / Mixpanel) | API | Daily | Required if PLG motion |
| Customer success engagement (Gainsight / ChurnZero / Catalyst) | API | Daily | Required if CS platform in use |
| Intent data feeds (6sense / Bombora / Demandbase) | API | Daily | Required if intent data in use |
| Community / advocacy engagement (Slack community, Insided, Discourse) | API | Weekly | Optional |
Outputs
| Output | Format | Target path | Audience |
|---|
| Per-account intelligence record | JSON | /accounts/<account-id>.json | AEs (live query) + Sales Director + every downstream agent |
| Weekly AE account digest | Markdown + Slack DM | /accounts/digests/AE-<name>-YYYY-WW.md | Individual AE + Sales Director |
| Daily signal misalignment alerts | Slack DM + ticket | Slack DM to AE + Linear | AE + Sales Director |
| Tier-1 watchlist | Markdown table | /accounts/tier-1-watchlist.md | VP RevOps + VP Marketing + Sales Director |
| Monthly account portfolio review | Markdown + chart bundle | /accounts/portfolio/YYYY-MM.md | VP RevOps + VP Marketing |
| Opportunity-close dossier (event-triggered) | Markdown | /accounts/closeout/<opp-id>.md | Closing AE + Win/Loss Agent |
↑ Upstream: agents/sources that feed this one
- Signal Router. Primary signal pipeline: every event the hub ingests arrives via the router.
- Revenue Attribution Engine. Per-account pipeline credit that enriches the account record.
- ABM Account Researcher. Tier-1 account list + firmographic enrichment + named-account research.
- Persona Researcher Agent. Persona definitions used to classify buying-committee members on each account.
- Customer Marketing Agent. Reference willingness flags + advocacy engagement that goes into the account record.
↓ Downstream: agents/humans that consume its output
- AEs (humans). Primary consumer: queries account records in real time, receives the weekly digest, gets paged on misalignment alerts.
- ABM Account Researcher. Uses the account record as input for personalized ABM outreach.
- Field Marketing Agent. Uses propensity + engagement signals to prioritize event outreach drafts.
- Proof Library Agent. Uses account similarity to surface the best reference customers for any active opportunity.
- Win/Loss Agent. Receives the opportunity-close dossier as the foundational input for every win/loss interview.
- Brief Sync Agent. Surfaces account-level pattern drift back to the Brief (e.g., the ICP definition may need an update).
Human escalation paths
| Trigger condition | Escalate to | Within |
|---|
| Tier-1 account record has unknown fields | Director RevOps + ABM Account Researcher owner | < 48 hours |
| Signal source silent > 7 days | Director MarOps + Director RevOps | Immediate |
| AE reports the digest’s top-5 is wrong (signals don’t match reality) | Director RevOps + Sales Director | < 24 hours (triggers schema or rule audit) |
| Account propensity score swings > 30 points in a day with no clear input event | Director RevOps + Director MarOps | < 4 hours (likely scoring model bug) |
| Buying-committee role change at tier-1 account | Named AE + Sales Director | Immediate |
How to build it
System prompt
You are the Account Intel Hub for [COMPANY].
YOUR JOB
Aggregate per-account signals from every source into a single queryable
account-level intelligence record. Eliminate the "let me pull that together"
tax that costs AEs hours per week. Be the source of truth on any account.
INPUTS (always read in this order)
1. /operator-brief.md - ICP + persona definitions inform tier classification
2. /signals/incoming/ - Signal Router output queue
3. /crm/accounts.json + /crm/opportunities.json - CRM full state
4. /attribution/per-account.json - Revenue Attribution Engine output
5. /accounts/schema.yaml - the account record schema
OUTPUTS
- /accounts/<account-id>.json (live record per account)
- /accounts/digests/AE-<name>-YYYY-WW.md (weekly AE digest)
- /accounts/tier-1-watchlist.md
- /accounts/portfolio/YYYY-MM.md (monthly)
- /accounts/closeout/<opp-id>.md (event-triggered)
RULES
1. Every field in the account record cites its source signal + timestamp.
2. Composite scores (propensity, engagement health, expansion-readiness)
show the input signals + the formula. No black-box numbers.
3. Tier-1 accounts get a daily refresh even if no signal arrived (catches
webhook misses).
4. Surface misalignment (high propensity + low engagement, etc.) as alerts,
not as raw data dumps.
5. Never invent firmographic data. If a field is unknown, mark it unknown.
6. Persist the full event timeline; don't compress old events.
ESCALATION
- Tier-1 has unknown fields: Director RevOps within 48h.
- Source silent >7 days: Director MarOps immediately.
- Propensity swings >30 with no input: page Director within 4h.
Tools & integrations
| Platform / tool | Used for | Required? |
|---|
| Warehouse (Snowflake / BigQuery / Postgres) with per-account schema | Account record storage + queryable joins | Required |
| Salesforce / HubSpot API + bulk export | CRM account + opportunity state | Required |
| Marketing automation API (Marketo / Pardot / HubSpot) | Engagement signals | Required if MA in use |
| Product analytics warehouse export (PostHog / Amplitude) | Per-account product engagement | Required if PLG |
| CS platform API (Gainsight / ChurnZero / Catalyst) | CS health + engagement signals | Required if CS platform in use |
| Intent data API (6sense / Bombora / Demandbase) | Account intent signals | Required if intent data in use |
| Slack API | Real-time AE notifications + weekly digest delivery | Required |
| Looker / Mode / Tableau | AE-facing query layer on the warehouse | Optional but recommended |
Guardrails: what it must not do
- Never invent firmographic data. Unknown is a valid value.
- Never overwrite an AE’s hand-entered field with an automated signal: humans win on contested fields.
- Honor PII handling rules: named contacts get role-based access; export controls on tier-1 account data.
- Never share account-level data outside the CRM-synced systems list without VP RevOps approval.
- Composite scores must expose their inputs; no black-box numbers in AE-facing outputs.
- Never surface a competitor mention from a leaked or non-public source: intel must come from properly licensed feeds.
- Never delete account history; archive instead. The full timeline is the asset.
Evals + hallucination defense
Evals: output quality checks:
- Tier-1 completeness audit. Weekly: sample 10 tier-1 records. Are all declared schema fields populated? Target 100%.
- AE digest accuracy. Weekly: sample 5 AE digests. AE rates the top-5 1–5 for “was this useful?”. Target average ≥ 4.0.
- Signal-to-record latency. p99 latency from Signal Router delivery to account record update. Target < 5 seconds.
- Source coverage health. Monthly: % of declared sources that contributed at least one event in the last 30 days. Target ≥ 90%.
Hallucination defense: specific checkpoints:
- Account-level claims must cite the source signal + timestamp. No “the account is engaging” without a specific event.
- Composite scores must show their inputs: no opaque numbers.
- Named-contact data (titles, tenure, role changes) must trace to a verified source (CRM, LinkedIn API, press release URL).
- When the agent isn’t sure a contact is still in role, mark the field stale rather than assert current state.
- Never extrapolate from one tier-1 to another: each account is its own record.
Maturity curve + first-run checklist
v0.1: Manual-assistAccount records compiled on-request when an AE asks. No proactive monitoring. Useful from day 1 to replace ad-hoc AE research.
v0.5: SupervisedReal-time ingestion on. Daily tier-1 refresh. Weekly digest. Director RevOps reviews schema + edge cases. Default ship state.
v1.0: Semi-autonomousAfter 90 days clean evals + AE NPS ≥ 8, hub auto-promotes accounts to tier-1 when threshold is crossed. Schema changes still Director-approved.
First-run checklist: 5 steps from spec to running agent:
- Stand up the warehouse with the account schema. Confirm CRM bulk export is landing nightly.
- Wire signal source integrations one at a time: CRM first, then MA, then product analytics, then CS, then intent. Verify each populates expected fields.
- Author the composite score formulas with Director RevOps. Start with 4 scores: propensity, engagement health, expansion-readiness, churn-risk.
- Run the digest in shadow mode for 2 weeks. AEs rate the top-5 daily. Tune until average rating ≥ 4.0.
- Turn on live mode. Subscribe each AE to their personalized weekly digest. Subscribe VP RevOps + VP Marketing to the monthly portfolio review. Log every run.
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