Research a company with Genie Assistant

Get the full picture of any company in minutes. The Company Research agent in Genie turns a company name into a research brief that brings together your CRM history, recent news, strategic priorities, competitors, key contacts, and the Showpad content most relevant to the account. A recommended approach suggests how to engage, based on where the account stands today.

Use it to prepare for a first meeting, plan a renewal or business review, or reopen a conversation with a lost customer. Instead of searching across your CRM, the web, and your content library, you get one brief you can review in chat, explore by topic, and download as a PDF.

Note: Your admin may give this agent a different name.

See how it looks

Key features

• Get a research brief from just a company name
• See where the account stands in your CRM, with a recommended approach and suggested opener
• Explore news, strategic priorities, competitors, relevant content, and key contacts by topic
• Find the Showpad content that best fits the conversation
• Download the full brief as a PDF

You need this to succeed

• Showpad Web App
• Genie enabled by your admin
• Web Search enabled by your admin
• The Company Research agent enabled by your admin

• The Expert AI Bundle

  Note: Genie capabilities depend on your organization’s AI Bundle tier.

  • Professional tier includes chat, vision intelligence, conversation starters, and the company content agent.
  • Advanced tier includes chat, vision intelligence, voice control, conversation starters, deep research agent, and podcast agent.
  • Expert tier includes chat, vision intelligence, voice control, conversation starters, company research agent, deep research agent, podcast agent, and custom agents.

Note: On iOS, the Company Research agent shows the brief as text in the chat. To use the research card, explore the comprehensive research by topic, or download the brief, use the Showpad Web App.

Tip: For the most complete brief, connect to Salesforce and any other tools the agent uses.

The quick way

1. Open Genie and select the Company Research agent.
2. Enter a company name.
3. If Genie asks, confirm the company or choose how to frame the brief.
4. Review the research card, then click Show research to explore the full brief.
5. Click Download brief to save it as a PDF.

Do this step by step

Request a research brief

Tell Genie which company you’re meeting with, and it handles the research for you. If the name matches more than one company, Genie checks with you first so the brief fits your situation.

1. Click the Genie button in the lower-right corner to open Genie.
2. Click the current agent name under the message bar and select Company Research.
3. Enter the name of the company you want to research and press Enter.
4. If Genie finds more than one company with that name, it lists the matches with their website and location. Reply with the number of the right company.
5. Genie researches the company. This can take a few minutes. To see what Genie is doing, click Expand steps.

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Review the research card

The research card within your Genie conversation gives you the essentials at a glance, so you can prepare for a meeting in minutes. Start here to understand where the account stands and how to open the conversation.

When the research is ready, Genie shows a research card in the chat with:

• The company's logo, industry, location, and year founded
• Key facts, such as revenue, employees, ownership, and stock ticker
• Executive Summary: where the relationship stands and what matters most right now
• Recommended Approach: how to open the conversation and which Showpad content to lead with. Click Read more to review all of it.
• Your CRM status and account owner, with a link to the account in Salesforce
• Click Show research to explore everything Genie found, organized by topic. See Explore the comprehensive research.
• To copy the brief to your clipboard or download the report as a PDF, click the three dot menu and select your desired action.
• Click Search results to see the Showpad files Genie used to write its response.

Tip: For the content best suited to this company, open Show research and go to the Relevant Content tab. It explains why each item fits and how to use it. Search results only list the files Genie used.

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Explore the comprehensive research

When you need more depth, the research window organizes everything Genie found by topic. Review the details that matter for your meeting, then download the brief to keep it handy or share it with your team.

1. On the research card, click Show research.
2. Click a tab to explore that topic. Use the arrows to scroll through the tabs.
3. Click Download brief to save the brief as a PDF.
4. Click Close to return to the chat.

The top of the window shows the company's CRM status, such as Lapsed or Active Deal, and links to its Website, LinkedIn, and Salesforce record.

Note: Your admin chooses which tabs appear and what they cover, so your research window might look different from the examples below.

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Sign in to connected tools

The Company Research agent can use tools your admin has connected, such as Salesforce, ZoomInfo, Apollo.io, or Gong. Some tools need you to sign in with your own account.

1. Click the plus icon under the message bar and select Tool integrations.
2. Find the tools listed with Company Research under Used by.
3. If a tool shows a warning icon, click Sign in and follow the prompts.

Note: Tools labeled MCP are apps your admin connected to Genie, such as ZoomInfo or Gong.

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