RevSure Lead Research Agent

  • Published on Aug 24, 2026
  • 3 minute(s) read
Prev Next

Overview

The RevSure Lead Research Agent uses Generative AI and RevSure’s Full-Funnel Data Graph to give GTM teams a 360° understanding of a lead — combining RevSure’s internal journey intelligence with external enrichment from sources like LinkedIn and other data providers.

This agent brings together everything you need to understand who your lead is, what motivates them, and how best to engage — all powered by AI that transforms lead context into actionable insight.

It’s designed for Sales, AEs, and Marketing teams who want to spend less time researching and more time engaging leads with precision, empathy, and data-backed relevance.

Lead Research Agent

How It Works

The Lead Research Agent takes two key inputs for the most accurate and targeted research:

  1. Lead Full Name

  2. Company Name

These are provided through the Input Node, which feeds the agent with clear identifiers for research. This ensures precision — especially when multiple individuals share similar names.

The agent then orchestrates a multi-layered research process combining RevSure’s internal data and external enrichment to generate comprehensive insights.

Data Sources & Insights

1. RevSure Full-Funnel Context

The agent taps into the RevSure Data Graph to pull a timeline of the lead’s journey, including:

  • Campaign touches

  • Sales and marketing activities

  • Engagement history

  • Funnel movements and conversion milestones

This provides a chronological, data-backed understanding of how the lead has interacted with your brand — from first touch to latest engagement.

2. External LinkedIn Enrichment

In parallel, the agent performs external API lookups to fetch and analyze the lead’s LinkedIn profile.
This information is structured into multiple insight tabs:

LinkedIn Overview

A summarized snapshot of the lead’s current role, professional background, and company context.

Profile Analysis

An AI-generated evaluation of the lead’s professional persona — benchmarked against your ICP (Ideal Customer Profile) setup in the RevSure Reli Config Center.

Psychographic Profile

An in-depth personality and motivation analysis including:

  • Work styles and communication preferences

  • DISC-type behavioral indicators

  • Core motivations and career drivers

  • Key professional interests

This helps sellers understand how to approach and connect with the lead authentically.

Pain Points & Hot Topics

AI identifies recurring pain points and engagement triggers from the lead’s Linkedin posts, comments, and interactions — helping you tailor outreach to what truly resonates.

LinkedIn Interactions

Summarizes the lead’s recent posts, comments, and engagements, revealing their active interests, thought leadership, and tone.

Current Focus

AI infers what the lead is currently prioritizing based on patterns in their online behavior — such as new initiatives, projects, or hiring signals.

3. Suggested Outreach

The Suggested Outreach Tab uses all gathered intelligence — including the lead’s journey, activities, and psychographic profile — to generate a personalized outreach message.

This is powered by a customizable prompt, allowing teams to tailor the voice, tone, and intent of outreach to match brand and persona.

The agent blends internal and external context to produce highly contextualized, human-like outreach copy.

Handling Duplicate Leads

If multiple leads with similar names and companies exist, the agent:

  • Displays multiple profile options

  • Scores them based on match confidence (using factors like ICP similarity and data completeness)

  • Allows users to drill into the most relevant profile to explore detailed insights

This ensures accuracy when researching common names or large enterprise accounts.

Chat with Reli

The chat interface allows users to engage conversationally with the agent — extending its functionality beyond static insights.

You can:

  • Ask for meeting preparation guidance

    “What should I know before meeting with Sarah Patel at Nimbus?”

  • Explore psychographic details

    “How does she prefer to communicate?”

  • Request strategic recommendations

    “What pain points should I lead with in outreach?”

  • Get personalized messaging suggestions

    “Draft a LinkedIn message to follow up after a demo.”

The agent uses both the LinkedIn profile data and RevSure journey context to answer questions contextually — functioning like a personal lead intelligence assistant.

Example Use Cases

For SDRs

  • Research a new inbound lead before outreach.

  • Identify personalized hooks from the lead’s recent posts.

  • Ask Reli for tone and style suggestions before sending an email.

For AEs

  • Prepare for meetings with complete lead intelligence.

  • Understand motivation and decision-making tendencies.

  • Get AI-suggested conversation openers and engagement strategies.

For Marketing

  • Discover new segmentation angles from psychographic insights.

  • Time campaigns better based on intent signals from the lead journey and external data.

  • Enrich campaign personalization with live engagement data.

Key Benefits

  • Deep Contextual Understanding: Merges full-funnel data with real-world LinkedIn signals.

  • AI-Powered Psychographics: Understand personality, communication style, and motivation.

  • Customizable Outreach Generation: Prompt-driven AI suggestions for hyper-personalized engagement.

  • Search Precision: Accurate disambiguation when multiple profiles exist.

  • Interactive Insight Discovery: Chat directly with Reli for dynamic Q&A and prep support.