Use case
•
Competitive Intel Analyst
AI competitive intelligence for sales teams
An AI agent that does competitive intelligence from your own deals. It finds which competitors are actively evaluated in each open deal, measures how you win and lose against each one, and tracks their public changes.
The problem
Most competitor tracking is a wiki page and a guess. Reps mention a rival on a call, it never reaches the CRM field, and the loss reason says "price" for everything. Product marketing reads competitor websites by hand and cannot say which rivals actually show up in this quarter's pipeline or why you lose to them. Competitive intelligence tools watch the market, but they do not read your calls, email, and Slack to tell you who is really in your deals.
How the agent does it
Define the competitor set. The agent builds the list from CRM competitor fields, loss reasons, and past deal notes, including status quo and build-in-house.
Find mentions across deals. It searches meeting transcripts, email, Slack, and CRM notes for competitor mentions and confirms which are active evaluations rather than passing references.
Measure win and loss. It calculates win rate, cycle length, and loss drivers against each competitor by segment and stage, with sample sizes shown.
Track public changes. It monitors the public sources you approve for competitor pricing, packaging, launches, and positioning changes, each with a date and URL.
Alert deal owners. When a competitor enters an open deal, it drafts an alert to the deal owner and holds it for your approval.
What you get
A competitor map of which rivals are actively evaluated in which open deals
Win rate, cycle length, and loss drivers against each competitor, with sample sizes
A dated log of competitor pricing, packaging, and launch changes with source URLs
Approval-ready alerts to deal owners when a competitor enters a deal
Works with
HubSpot
Salesforce
Attio
Gmail
Outlook
Slack
Google Calendar
Outlook Calendar
Public web
Questions
What is competitive intelligence for a sales team?
It is knowing which competitors are in your deals, why you win or lose against each, and what changed on their side. This agent answers those from your own CRM, calls, email, and Slack, then adds dated public changes from sources you approve.
How is this different from a competitive intelligence platform?
The agent starts from your pipeline: confirmed evaluations, win rates, and loss drivers by competitor. It watches only the public sources you approve, so it does not replace a dedicated platform's full market coverage.
Does it change anything without asking?
No. Reading your data and drafting analysis need no approval. Alerting deal owners or channels, changing competitor fields in the CRM, and publishing battlecards all wait for your approval.
How do I get started?
Connect your CRM and at least one place deals are discussed, such as meeting notes, email, or Slack, then list known competitors and the public sources to watch. Deploy the agent, connect your tools, and review what it prepares. You start free with some free AI usage; after that, plans are $49/month and refundable within 7 days.
Hire this agent and see its first result today
Connect your tools, review what it prepares, and approve every change before it happens. Start free.