ARPEDIO ABS AI Agent

Org Chart Generator & Optimizer Generate account Org Charts automatically, utilizing the contact data already in Salesforce, or optimize existing stakeholder maps. Make visualizing the account hierarchy instant.

Missing Contact Finder Find stakeholders missing from accounts and opportunities. The agent identifies contacts who appear in your emails, calls, and meetings but are not yet on the Org Charts, adding them in a single click.

Influence Identifier Uncover hidden influence lines among the key stakeholders from each business you are engaging with, from interaction data, keeping the influence map current as the account evolves

Relationships Generator Generates a full relationship assessment via an analysis of all interaction activity data between your team and the contacts they are engaging with across an account or opportunity, from scratch.

Relationship Analyst Analyzes meeting, call, and task data between your team members and external contacts to automatically update relationship assessments. Always know where each key relationship stands today, or where attention is needed.

Account Researcher Create a company overview and history of any account. Using external sources, supported by all available CRM data, the agent generates buying signals, automatically maintains CRM data, and flags changes that impact account health

Lead Researcher Instantly gain the most up-to-date information on any lead the moment they land in your CRM. Get a comprehensive profile of the person and their company, with buying signals from the latest market news and conversation starters

Contact Researcher Track job changes or departures for your most important stakeholders, paired with any market news affecting their organization. Keep Salesforce updated automatically and gain conversation starters

Org Chart Image Uploader Upload any image of an org chart, and the agent will use your contacts to re-create it as a functional, editable ARPEDIO Org Chart in Salesforce