Company

Before your AI Sales Reps can write emails that sound like they came from your team, they need to actually understand your business. The Company page is where that understanding lives -- it's the central place where you teach the AI everything about who you are, what you sell, and who you sell to.

Instead of filling out dozens of fields manually, you give the AI your website URL and let it do the research. It reads your site, extracts your company information, identifies your products and services, and generates customer personas -- all in one step. From there, you refine what it found, and every AI Sales Rep on your team inherits that knowledge automatically.

How It Works

The Company page is accessible from Strategy > Company in your dashboard sidebar. It has four main areas:

• Company Strategy Suggestions -- AI-generated strategic directions based on your market intelligence
• Website Analysis -- where you point the AI at your website
• Two content tabs -- Overview and Products & Services
• "What I Know" panel -- a live summary of everything the AI understands about your company, shown on the right side of the screen

Personas are managed on a separate page at Strategy > Personas in the sidebar.

Everything starts with the website analysis. Once the AI has scanned your site, the tabs fill in with structured information you can review and edit. The knowledge panel on the right updates continuously as you make changes. As campaigns run and data accumulates, strategy suggestions surface at the top of the page.

Company Strategy Suggestions

At the top of the Company page, you'll see AI-generated strategic directions based on your market intelligence. These are high-level suggestions for how to shape your company's approach based on what the market is telling you through email replies and call transcripts.

How It Works

As your campaigns run and the Insights system accumulates data, the AI synthesizes patterns across all your interactions and generates strategic suggestions. These appear automatically when enough intelligence has been gathered.

What Suggestions Look Like

Each suggestion includes:

• Title -- a concise description of the recommendation
• Description -- a detailed explanation of what to do and why
• Category -- one of: positioning, product fit, messaging, geography, feature, or other
• Impact level -- rated as high, medium, or low, displayed as a colored badge
• Reasoning -- expandable section showing the evidence-based logic behind the recommendation
• Intelligence highlights -- the specific data points from your market intelligence that triggered this suggestion
• Cursor prompt (optional) -- an actionable prompt you can copy and paste into Cursor IDE to help implement the suggestion

Categories

• Positioning -- how the market perceives you and how to adjust your positioning
• Product fit -- signals about where your product resonates most strongly
• Messaging -- what language and angles convert best
• Geography -- regional opportunities revealed by response patterns
• Feature -- product priorities surfaced from prospect questions and objections

Accepting or Dismissing

For each suggestion, you can:

• Accept -- marks the suggestion as accepted
• Dismiss -- removes the suggestion from view

A link to "View full insights" takes you to the company-wide Insights page where you can explore the underlying data.

Website Analysis

At the top of the page, you'll see your company name, domain, and an input field for your website URL. This is the starting point for everything.

Running an Analysis

1. Enter your company's website URL
2. Click "Analyze"
3. Watch the progress bar as the AI works through four stages:
   • Analyzing website -- reading and understanding your site content
   • Saving company information -- extracting and storing your company details
   • Building products & services -- identifying your products and services
   • Generating personas -- creating customer persona profiles based on who your products serve

The whole process takes about a minute. When it's done, all three tabs populate with structured data pulled from your website.

Advanced Options

Click "Show advanced options" to control exactly what the analysis generates. You can toggle three options independently:

• Company information -- extract your company overview, mission, and positioning
• Products and services information -- identify and catalog what you sell
• Generate customer personas -- create buyer personas based on your target audience

This is useful if you've already filled in some sections manually and only want the AI to generate specific parts, or if you want to re-analyze just one area without overwriting the others.

Re-analyzing

You can run the analysis again at any time -- for example, after you've updated your website or launched a new product. The new analysis will refresh the generated content. Any sections you've manually edited will be marked so you can decide whether to keep your changes or accept the new version.

Overview Tab

The Overview tab contains your company description -- a comprehensive summary of who you are, what you do, and what makes you different. After a website analysis, this is pre-filled with what the AI learned from your site.

This text is what your AI Sales Reps draw on when they need to explain your company in an email. The more detailed and accurate it is, the better your outreach sounds.

• Generated badge -- appears when the content was created by the AI analysis
• Edited badge -- appears once you've made manual changes
• Save button -- saves your edits

You can edit this freely. Write it the way you'd explain your company to a new sales hire on their first day -- what you do, who you serve, why customers choose you, and what makes you stand out.

Products & Services Tab

This tab lists every product or service your company offers. After a website analysis, the AI creates individual entries for each product it identified on your site.

Product Cards

Each product is displayed as a card showing:

• Product name -- the name of the product or service
• What You Sell -- a description of the offering
• Price Ranges -- pricing information, if available
• Who It's For -- the target audience for this specific product
• Problems Solved -- the pain points this product addresses

Managing Products

• Add Product or Service -- click to create a new product manually
• Edit -- click the pencil icon on any product card to edit all of its fields inline. The card expands to show editable textareas for each field, with Save and Cancel buttons
• Delete -- remove a product you no longer offer
• Set as Default -- mark one product as your primary offering. The default product is used when an AI Sales Rep needs to choose which product to lead with in an email. It's shown with a blue "Default" badge and a star icon

Why Products Matter

When your AI Sales Reps write emails, they don't just talk about your company generically -- they can reference specific products, their benefits, and who they're for. If a prospect works in healthcare and you have a healthcare-specific product, your sales rep knows to lead with that one. The more detail you put into each product entry, the more targeted your outreach becomes.

Personas

Personas are managed on a separate page at Strategy > Personas in the dashboard sidebar. See the Persona Management documentation for details on persona cards, AI-generated images, market learnings, performance tiers, AI-powered suggestions, and intelligence-informed generation.

The "What I Know" Panel

On the right side of the Company page, there's a knowledge panel titled "What I Know" -- a live, AI-generated summary of everything your system understands about your company. Think of it as your AI reading back to you what it's learned, organized into clear sections.

Knowledge Sections

The panel is divided into five areas:

1. Company Overview -- who you are and what you do
2. Products & Services -- what you sell and how it works
3. Value Proposition -- why customers choose you over alternatives
4. Target Audience -- who your ideal customers are
5. Persona Insights -- patterns and observations about your buyer personas

Real-Time Updates

The knowledge panel isn't static -- it updates whenever your company data changes. When you edit your company overview, add a new product, or generate new personas, the relevant sections regenerate automatically. During updates, you'll see the text stream in with a typing animation, and the section being updated highlights with a colored border.

Correcting and Adding Context

At the bottom of the panel, there's a text input where you can type corrections or add context in plain English:

• "We just raised our Series B and now have 200 employees"
• "Our main competitor is Acme Corp, not Beta Inc"
• "We're pivoting away from the SMB market to focus on enterprise"

When you submit a correction, it's saved as a memory -- a persistent piece of context that the AI incorporates every time it regenerates the knowledge summary. Your memories appear as small chips above the text input, and you can remove any of them by clicking the X button.

This means the knowledge panel gets smarter over time. It's not just a snapshot from your website analysis -- it's a living document that reflects every correction and addition you've made.

Generating the Summary

If the knowledge panel is empty, you'll see a "Generate Summary" button. Click it to have the AI review all of your company data -- overview, products, personas -- and produce the full knowledge summary. This is also useful after making significant changes, as it rebuilds the summary from scratch with the latest information.

How Company Data Connects to Sales Reps

Everything on the Company page feeds directly into your AI Sales Reps. When a sales rep writes an email, it draws on:

• Your company overview for context about who you are
• Your products and services for specific details about what you offer
• Your personas to understand who it's talking to and what they care about
• The knowledge summary for a synthesized understanding of your business

This means you only need to set up your company information once. Every AI Sales Rep on your team automatically has access to it. When you update a product description or add a new persona, all of your sales reps benefit immediately -- no need to update each one individually.

Tips

• Start with the website analysis -- even if it's not perfect, it gives you a solid foundation to edit rather than starting from a blank page
• Review generated products carefully -- the AI does a good job identifying products from your website, but you know your offerings better. Edit descriptions, add pricing, and fill in any gaps
• Set a default product -- this ensures your sales reps always have a primary offering to lead with when the context isn't clear
• Keep the knowledge panel accurate -- use the correction input to fix anything that's wrong. These memories persist and improve every future summary
• Re-analyze after major website changes -- if you redesign your site, launch new products, or change your positioning, run the analysis again to keep everything current
• Check company strategy suggestions -- these are high-level strategic directions based on your market data. They appear at the top of the Company page when enough intelligence has been gathered

Next Steps

• Manage your buyer personas on the Persona Management page
• Learn about AI Sales Reps to see how company knowledge powers your outreach
• Set up Campaigns to start reaching out
• Read about Insights to understand how intelligence flows back into suggestions