Agentic Search Documentation
Learn how to effectively use the pre-meeting intelligence system to prepare for business meetings
Core Purpose
Pre-Meeting Intelligence is an AI-powered system designed to help you prepare for business meetings by automatically gathering comprehensive intelligence about companies, people, and topics. It leverages state-of-the-art AI technology to research, analyze, and synthesize information from multiple sources, providing detailed briefings for:
- Sales pitches and client meetings
- Partnership discussions and negotiations
- Investment due diligence and fundraising
- Vendor evaluations and procurement
- Competitive analysis and market research
Key Features
AI-Powered Intelligence Pipeline
Powered by CrewAI with specialized agents that gather comprehensive meeting intelligence
7 Search Providers
Anthropic Research, Perplexity, Serper, and more - all working in parallel
Comprehensive Intelligence
Combines external research with internal knowledge from CRM, meeting notes, and documents
Fast Intelligence Gathering
Get comprehensive briefings in 3-5 minutes, replacing hours of manual research
Context-Aware Search
Automatically routes queries to appropriate sources based on company and meeting context
Comprehensive Reports
AI-generated summaries with source citations, exportable as PDF or Markdown
Fully Configurable
Customize agent prompts, intelligence areas, search preferences, and briefing format
Enterprise Ready
Deployed on AWS with PostgreSQL, Redis caching, and secure API key management
Who Should Use This System?
Business Users: Prepare for Meetings
- • Sales professionals and account executives
- • Business development and partnerships teams
- • Create pre-meeting intelligence briefings
- • Review comprehensive company and contact research
- • Access previous meeting notes and relationship history
Technical Users: Customize Intelligence Gathering
- • Customize agent prompts and behaviors
- • Configure search providers and data sources
- • Manage internal knowledge base (OpenSearch)
- • Update CRM data and meeting history
- • Configure/tune client LLM's & other system settings (Coming Soon)
- • Edit/Update Agent Architectures Through the UI (Coming Soon)
What Makes This System Unique?
Pre-Meeting Intelligence + Agentic Reasoning
- ✓Intelligent Query Routing: Automatically sends prompts to AI providers, keywords to search engines, and structured parameters to databases
- ✓Parallel Processing: All search providers work simultaneously for maximum speed and coverage
- ✓Database-First Architecture: All configuration stored in PostgreSQL for persistence and scalability
- ✓Production Ready: Deployed on AWS ECS with auto-scaling, monitoring, and high availability