Every account, researched like your best rep would
The Research & Enricher reads live sources and hands your team an enriched, sourced record before anyone opens it.
New account just landed. Researching Ridgeline before anyone touches it.
B2B fintech platform, mid-market focus. Customer logos skew to the segment we win.
They raised a $30M Series B in May. TechCrunch and the company blog both confirm it.
210 staff, up 40% in six months, and the sales team has doubled.
Nine open RevOps and sales-ops roles. They are building out exactly the team we sell to.
How it works
Triggered by your CRM
The moment a record lands in HubSpot or Salesforce, the agent starts researching. Nothing enters your pipeline unresearched.
Goes as deep as it needs to
It reads the company site, fresh news, funding, and open roles. When the picture does not add up, it keeps digging until it does.
Writes back to your CRM
The enriched record lands back in the CRM: intent scored, every field cited, and left blank rather than guessed when no source confirms it.
Without Relevance
With Relevance
A rep spends 30–45 minutes googling each account before they can work it.
The agent researches the account the moment the record lands, weighs what it finds, and scores intent before anyone opens it.
Data-vendor exports and old enrichment fields go stale within months.
Live sources read at run time, with the agent judging which signals are current: the company site, news, hiring, funding.
Only the accounts a rep has time to research get the full treatment.
Every account gets best-rep-depth research, whether it is the first record of the day or the ten-thousandth.
Enrichment vendors match on company name and quietly attach the wrong Acme.
The agent cross-checks domain, location and headcount to confirm it has the right company, and flags the record when it is not sure.
Research depth depends on which rep did it and how busy they were.
Your best rep’s checklist, applied identically to every record.
Unsourced CRM fields nobody can verify or is willing to act on.
Every field cited to the source it came from, checked by evals.
Held to a quality bar, on every run
Every enrichment is checked against eval test cases written for this exact job before it reaches your CRM. If a run fails the bar, it never ships.
Pass rate · last 14 days
Sampling 2% of live runs · 96% passing this week
Train your agent like an employee
Onboard it with your playbooks and correct it in plain English. It learns the lesson for good, and nothing changes until you approve it.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Monitoring
Real-time visibility into every agent’s activity, performance, and cost.
RBAC
Control who can use, build, edit, and deploy agents.
Data residency
Multi-region deployment keeps your data within your required geography.
Version control
Full version history on every agent. Roll back to any previous state.
Audit logs
Every action, every decision, every tool call logged and exportable.
Human-in-the-loop
Set approval gates on any action or allow agents to ask questions.
SSO / SAML
Enterprise single sign-on with SAML 2.0. Centralize identity & access.
PII masking
Detect and redact personally identifiable information.

"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
"The key for us was how we can modularize industry knowledge and the best playbooks, and apply it."
Allen Roh
Senior Marketing Manager, Autodesk
"We're looking for every place where AI can allow sellers and customer success reps to be more engaged with customers."
Rob Giglio
Chief Customer Officer, Canva
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
Team it up with more sales agents
Pre-meeting Prepper
Surfaces context for reps before every meeting.
- 1Logged call notes
- 2Sent pricing PDF
CRM stage updated
Post-call Actioner
Logs notes and fires follow-ups after each call.
Meeting Scheduler
Books qualified meetings into reps’ calendars.
Hi Sarah, saw Ridgeline just closed its Series B. Scaling support headcount fast?
Outbound Prospector
Personalizes multi-channel prospect engagement.
Forecast Roll-up
Rolls deal signals into a clear pipeline call.
Every agent you add shares one stack
These agents all run on one platform: one gateway, one router, one eval suite, one audit trail. Every agent after the first ships faster.
- Triggered by key events or signalslike Zapier
- Given access to contextlike Zep
- Connected to your appslike Composio
- Access to all LLMslike OpenRouter
- Performance evaluatedlike Braintrust
- No-code agent builderlike Dust.tt
- Coordinated into teamslike CrewAI
- Chained into multi-step processeslike n8n
- Kept alive through long-running worklike Temporal
- Traced at every step of every runlike Langfuse
Put the Research & Enricher to work this quarter
We partner with enterprise teams to take this work off their plate. An agent built with you, proven against your quality bar, and live in weeks.


