Account Relationship Recap
Where we stand with an account, read from recent conversations: the current state, and the direction it is moving.
Prerequisites
Company-scoped conversation_intelligence requires at least one connected email or meeting source; account_research and conversation_intelligence consume AI credits (browse_engagements, used for optional cadence, is free). If no conversation data exists for the account, produce the account_research-based read and note that conversation context was unavailable, pointing the user to their ZoomInfo admin.
Input
Provided via $ARGUMENTS:
- Account (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via
search_companies. - Lens (optional) — e.g. "renewal risk", "expansion", "post-exec-change". Frames the recap.
Workflow
- Resolve the company. Use the ZoomInfo ID directly; otherwise resolve a name/domain via
search_companiesand confirm an ambiguous match before spending credits. - Read the relationship. Run
account_research(deal status, history, stakeholders) and company-scopedconversation_intelligencein parallel. Ask CI what has been discussed recently, how sentiment and engagement have shifted, which threads are open, and whether new people have entered the conversation. Keep CI scoped to this one account; it cannot search by topic or count mentions, and sees only the last few engagements. - Anchor cadence (optional). If useful, call
browse_engagements(company-scoped,-chronological) for the recent engagement cadence and the gap since last contact. - Synthesize the trajectory. Decide whether the relationship is warming, steady, or cooling, and say why with evidence. Tie every claim to a source (CI, account_research, CRM). Do not assert momentum or risk the data does not support.
Output Format
Where we stand — [Company]
Trajectory — one line: warming / steady / cooling, with the evidence in a clause.
Recent conversations — 3-5 bullets on what has actually been discussed lately (from CI, with source meetings).
What's changed — the relationship shifts that matter: new or departed stakeholders, a change in tone or responsiveness, momentum gained or lost. Each tied to evidence.
Open threads / risks — what is unresolved or worth watching.
Suggested next step — one evidence-based move (only if the data points to one).
When there is no data
If conversation data is unavailable, give the account_research view and state plainly that the relationship-trajectory read is limited without connected conversation history.
