Poggio
Docs

Overview

Everything you need to integrate with and use Poggio

Poggio is an AI revenue intelligence platform built for enterprise sales teams. It combines two specialized AI agents: a Deep Research Agent that continuously monitors your accounts across web, news, financial filings, and social signals, and a Revenue Superagent that handles complex on-demand tasks like building account plans, preparing for meetings, and executing bulk operations across your book of business.

Action Surfaces

Poggio App
Sales Cloud
Agentforce
Slack
Email
MCP / API

Poggio Intelligence Platform

Deep Research Agent

Always-on monitoring across web, news, filings, and social signals

Revenue Superagent

On-demand orchestration for account plans, meeting prep, and bulk operations

Unified Context Engine

Web · Calls · CRM · Documents · Contacts · Observations

Deep Research Cache · AI Fields

Data Sources

Web & News
SEC Filings
CRM
Call Recordings
Documents
Contacts
Data Warehouse
MCPs / APIs

Both agents draw on a Unified Context Engine that connects your CRM, call recordings, documents, contacts, and real-time web intelligence into a single reasoning layer. The result is always-current, deeply grounded account knowledge that updates itself and surfaces where your team already works.

Intelligence flows into the tools sellers and leaders use every day: the Poggio app for deep exploration, Salesforce through a native managed package with Agentforce support, Slack for real-time alerts and conversational access, email digests for proactive cross-account summaries, and a MCP server and REST API for flexible integration.

Guides

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