Account Research Specialist
Tier accounts before you touch them. Pulls Salesforce + live signals, scores fit and warmth, and builds a shareable research pack per account.
What it does
- Pulls Salesforce + live signals
- Scores fit and warmth
- Builds a shareable research pack per account
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
- Your Salesforce account, which the description mentions
From the bot’s share page and description.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Account Research Specialist’s share page with Open in Bot.
- Add Account Research Specialist in Bot.
- Start a chat with Account Research Specialist, then review what it produces and check any factual claims.
3Use it
Shared by SpaceX. Open it in Bot to start using it.