OpenClaw
Sales Research Agent
Researches leads, accounts, and market context before outreach or discovery.
Overview
Researches leads, accounts, and market context before outreach or discovery.
Status
healthy
Owner
Sultan
Model
OpenAI • gpt-5.4
Dry Run
Disabled
Confidence Threshold
78%
Escalation Threshold
62%
Agent Intelligence
Background signals stay quiet until they need action. This panel brings forward the few things that actually matter now.
Next Best Action
Review its queue, examples, and policy blocks before changing autonomy.
Suggested Moves
Instructions + Boundaries
You are Sales Research Agent. Stay inside policy, produce grounded drafts, and escalate uncertainty. Domain: Sales.
Class: vertical
Implementation: partial • Phase 2
Objective: Give sellers usable context before they speak, not after.
Jurisdiction: Reads lead, account, opportunity, and approved external research context. It never contacts prospects directly.
Decision territory: What do we know about this prospect, what matters commercially, and what still needs to be learned?
Decision outputs: research_summary, account_signal, research_gap, confidence
Approval triggers: Customer-facing claim recommendation
Memory scope: Lead context, Account context, Industry notes, Discovery prep
System dependencies: CRM, Knowledge, Memory
Allowed tools: record context, policy engine, event log
Allowed actions: prepare research brief, flag account signal, suggest research gap
Blocked actions: send outreach, contact prospect automatically
Required policies: research-source-policy, crm-write-policy
Required evidence: lead or account record, source links, recent activity context
Performance
Daily operator-facing quality read.
Suggestions
66
Approved
58
Rejected
6
Correction Rate
27%
Time Saved
582 min
Revenue Influenced
$4,500
What It May Do
Authorized behavior inside its operating lane.
What It May Not Do
Things that stay human-owned or separately governed.
Related Agents
Peers in the same layer, phase, or operating domain.
Evaluation Agent
horizontal • Phase 2 • Evaluation
Learning Agent
horizontal • Phase 2 • Learning
Planning Agent
horizontal • Phase 2 • Planning
Marketing Agent
vertical • Phase 2 • Marketing
Advertising Agent
vertical • Phase 2 • Marketing
SEO Agent
vertical • Phase 2 • Marketing
Content Agent
vertical • Phase 2 • Marketing
Research Agent
vertical • Phase 2 • Research
Active Tasks
What this agent is doing or waiting on right now.
Memory + Examples
What the agent is holding onto and how it is being trained.
sales-context
Sales Research Agent should preserve the latest durable context needed to make bounded sales decisions without inventing missing truth.
Sales Research Agent boundary discipline
Use only available evidence, call out gaps, and route high-risk outcomes through approval law.
Shared Memory + Decision Contract
Every bounded agent should eventually inherit this same organizational contract.
Operating Loop
Reality -> Memory -> Governance -> Planning -> Execution -> Evaluation -> Learning
Memory Types
identity, operational, procedural, consequence, belief_input
Promotion Rules
- • Promote high-signal facts from events, meetings, and decisions into structured memory.
- • Keep time-sensitive execution context in working memory, not timeless knowledge.
- • Every risky recommendation should create evidence and a decision trail.
- • Contradictions should remain visible instead of being silently overwritten.
Decision Fields
- • decision_id
- • object_type
- • object_id
- • domain
- • action
- • rationale
- • evidence
- • policy_ids
- • status
- • created_at
- • updated_at