Account Dossier Agent
Produces board-ready, fully cited account intelligence dossiers — profile, financials, segments, IT-spend estimate, tech stack, strategic initiatives, leadership rolodex, sourcing footprint, competitors, and opportunity areas. Supports Top Consultant Mode narrative output.
How it works
Ask it like
Model & guardrails
- Runs on MYAM shared · open large (Qwen 72B) by default — you can point it at your own model.
- Autonomy: Runs end-to-end; a human approves any outward action. Nothing leaves without a human’s approval.
- Data: Internal data. Provenance is attached to every output.
Outcome
Fills in as real usage proves it — from a Target we set, to Eval-measured (passes our test suite), to Platform-measured (across ≥20 accounts), to Verified (customer outcomes).
Also tracked: Citation coverage ≥ 95% · Acceptance without major edit ≥ 70%
Works well with
Account Plan Composer
For account researchers
Assembles dossier, signals, buying centre, incumbents, and whitespace into one living account plan with next actions and owners, carrying provenance forward and surfacing contradictions.
Moves: Account-plan completeness
Competitor & Incumbent Agent
For account researchers
Identifies incumbent vendors and SIs inside an account, estimates footprint by evidence class, and frames sourced, fair displacement angles.
Moves: Sourced competitive claims
Market & Industry Scan Agent
For account researchers
Provides industry context, benchmarks (always with definition and date), trends, and implications to back proposals and advisory work. Never reproduces paywalled content.
Moves: Benchmark completeness