Revenue agents that research, plan, and execute
Poggio deploys specialized AI agents that work continuously in the background and handle complex tasks on demand — researching accounts, building plans, and orchestrating your revenue operations.
Two specialized agents, one revenue engine
Poggio combines continuous background research with on-demand task execution to power your entire revenue operation.
Deep Research Agent
Always on, always learning
Works continuously in the background to build comprehensive account context. Monitors signals, discovers insights, and keeps your team armed with up-to-date intelligence on every account.
Revenue Superagent
On-demand task orchestration
Handles complex tasks by marshaling a vast array of tools, skills, and sub-agents. Works online from user requests, responds to triggered actions, and executes operations in bulk.
A unified context engine powers both agents
The same superagent orchestrates interactive queries, CRM-triggered workflows, seller nudges, and asset generation—all drawing from a comprehensive intelligence layer spanning web research, CRM data, calls, contacts, documents, data warehouses, and MCP integrations.
Web Intelligence
- Search & scrape
- News monitoring
- DNS lookups
Call Intelligence
- Gong transcripts
- Call insights
- Meeting analysis
CRM Orchestration
- Salesforce sync
- Schema-aware ops
- Workflow gates
Document Intelligence
- Indexed company docs
- Financial filings
- Vector search
Contact Intelligence
- Stakeholder tracking
- Deep contact search
- Org mapping
Observations & Tracking
- News observations
- Contact changes
- Citation tracking
Intelligence delivered your way
Intelligence surfaces through proactive digests, conversational chat, and structured data pushed directly into your CRM.
Digest
Intelligence that finds you
Latest updates across 47 accounts
Luna Labs
Announced $50M Series B funding round
Fin Fusion
New VP of Engineering hired from Stripe
Helix Health
Q4 earnings beat expectations by 15%
Cross-account intelligence surfaces in Poggio, your email inbox, and Slack. Poggio deep research continuously monitors your accounts and pushes the most important updates to you.
Superagent Chat
Deep capability at your fingertips
Luna
Fin
Helix
Analyze the Series B announcement
Ask about stakeholders, strategy...
Conversational interface puts the superagent at your fingertips. Single-task threads organized by account, with contextual prompts based on your recent activity and full access to research, CRM data, and calls.
CRM Push
Embedded in your CRM
LUNA LABS - ACCOUNT
Account Plan
Updated 2h agoExpansion opportunity: New engineering team scaling from 50→200 engineers suggests infrastructure refresh cycle...
Strategic Objectives (3)
Key Stakeholders
Expert level account plans, strategic objectives, and relationship maps push directly to your CRM. Agents keep context always current. Sellers start on third base with the intelligence they need.
Agents work together to drive revenue
The deep research agent builds context continuously while the superagent executes high-impact tasks — triggered by CRM events, user requests, or bulk operations across your entire territory.
Automatic account plan generation
When an account becomes interesting, the superagent springs into action — synthesizing the research agent's findings with CRM data, recent calls, and stakeholder intel to generate a complete account plan with strategic objectives.
Account Plan
Luna Labs FY26 Expansion Plan
ACCOUNT
Luna Labs
DATES
1/1/2026 - 12/31/2026
VISION
Premier technology resource for aerospace and advanced materials
STRENGTHS
Executive sponsorship, internal champion, strong alignment
WEAKNESSES
Limited relationship coverage, regulatory challenges
OPPORTUNITIES
Lunar platform expansion, supply chain pilot program
THREATS
Procurement bias, in-house dev could reduce need
Objectives
Tech Workshop: AI-Driven Optimization
Finalize Enterprise Agreement
Strategic Support for Tech Exchange
On-demand research and planning
Ask the superagent to research a new prospect, build a relationship map, or analyze competitive positioning. It orchestrates the full research workflow and delivers comprehensive answers with citations.
I've got a call later with Faye from Fin Fusion, build me an agenda
Scale across your entire territory
The Poggio Superagent can process thousands of accounts in bulk — enriching contact records, building relationship maps, and updating account plans based on the latest intelligence from the research agent.
Workflow Builder
Build Account Plan
Enterprise Accounts (AMER)
0/5Poggio
● Active
Account plan updated
Luna Labs - New expansion opportunity identified
2 new contacts added
VP Engineering and Director of DevOps mapped
New objective created
Based on insights from your last Gong call
Built for production revenue operations
Production-grade agent architecture with schema-aware operations, citation enforcement, smart caching, and data validation — engineered for reliability and scale.
Schema-Aware Operations
Dynamically adapts to your Salesforce instance, learning custom fields, relationships, and validation rules.
Citation Enforcement
Every claim is substantiated with specific sources—no hallucinations, just verifiable intelligence.
Smart Caching
Intelligent caching of schemas and tokens maximizes performance while minimizing API costs.
Data Validation
Built-in validation ensures data quality and prevents errors before writes hit your CRM.
Pagination Support
Handles large datasets gracefully with automatic pagination and progress tracking.
Multi-Provider AI
Blends pareto-optimal models from multiple providers for quality, speed, and cost efficiency.
Enterprise-grade security and governance
SOC2 Compliance
Type I and Type II reports available to customers.
Role-based access
Admins, user, and viewer workspace permissions.
IdP Integration
Poggio supports SSO and IdP integration via SAML.
Encryption
Customer data is encrypted at rest and in transit.
Penetration testing
Regular penetration testing keeps Poggio secure.
Governed use of AI
We never train or fine-tune AI with customer data.
Ready to deploy AI agents for revenue?
Put Poggio's research and superagent to work—building account intelligence, creating plans, and executing revenue operations at scale.