Overview
The Research and Analyst Agent in Keyplay helps you uncover deeper insights about your accounts by answering qualitative, strategic questions related to your Ideal Customer Profile (ICP). This tool combines AI-driven research with custom analysis to help you assess key factors like AI maturity, digital transformation, and other less tangible traits that impact targeting decisions.
🧠 What It’s For
Use this agent to:
Answer nuanced questions about individual accounts
Uncover strategic fit signals like AI strategy maturity, market approach, or technology adoption
Validate assumptions about ICP fit
Sync new intelligence into your CRM for smarter segmentation and prioritization
🔎 Example Use Case:
"How mature is this company’s AI strategy?"
🛠️ How to Use It
1. Ask a Structured Question
Start by entering a specific, structured question about an account. The agent works best when you're asking something targeted and company-specific (e.g., “How mature is this company’s AI strategy?”).
2. Customize the Research Task (Optional)
Once your question is submitted, the AI will:
Generate a research task
Search public and Keyplay-internal data sources for insights
Return relevant qualitative context
You can edit the task if you want to:
Refine the question
Add specific terms
Include Keyplay’s internal data like business category, market, and signal history
3. Preview the Output
Run a preview of the accounts you're evaluating. The research results will show:
Qualitative insights per company
Reasoning behind each score or categorization
📊 Using the Analyst Agent
The Analyst component will:
Automatically assign a rating type (e.g., 1–10 scale for AI maturity)
Analyze both the research results and Keyplay signals
Generate a final score or classification for each account
You can edit the analyst type (e.g., change from numerical scale to tiered categories), and also customize the criteria used in evaluation.
🔁 Operationalize the Results
Once satisfied with the research and analysis:
Sync results to your CRM
Values and justifications are added to custom fields via field mapping
Run on a specific list of accounts
Choose from all accounts, tagged subsets, or specific test lists
Set up auto-run options
Enable auto-refresh on a schedule
Automatically include new accounts
✅ Recap of Key Capabilities
Feature | Benefit |
Ask strategic, company-specific questions | Get qualitative insight beyond basic firmographics |
Customize research & analyst logic | Tailor scoring and definitions to your ICP strategy |
Sync to CRM | Enrich your database with deep-fit intelligence |
Automate evaluations | Keep segments fresh with scheduled, ongoing analysis |
🙋 Need Help?
Questions or want to refine your setup? Contact our support team or reach out via in-app chat.
Start surfacing your ICP-fit accounts with Research & Analyst Agent today.