Next Best Action

作者 Zoominfod07402feb2b9無授權條款8 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫8 天前更新

Recommend the next best action on a deal or relationship, grounded in the current conversation state. Uses conversation_intelligence as the primary source, with account_research for deal context. Identify the account or contact by ZoomInfo ID (preferred) or name (triggers a lookup), or point it at a specific engagement. Use when someone asks "what should I do next with Acme", "what's my next move here", "how do I advance this deal", or wants an evidence-based recommendation rather than a generic playbook. Reasons over the last few engagements only.