Account Research & Workspace

AI-powered account briefs, key insights, and talking points in one dedicated workspace per account.

Product workflow walkthrough
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“AI gives reps more data---and more noise. ChatAE is the first platform that organizes and centralizes account intel, and enables leaders to truly audit how their team uses AI for account planning.

Walk into every account fully prepared

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Creates a persistent workspace for each account to centralize research, messaging, and plays.

Account research docs and stakeholder map screenshot

Align every seller on one account truth

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Keeps context current as new meetings, calls, and account signals come in.

Account research workflow animation

Know what changed and what to do next

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Centralize account updates and execution context so every touchpoint is timely and informed.

Account research insights workspace screenshot

Have a clear plan for every account.

Stop guessing which accounts to prioritize and how to work them. Get your team live in minutes with team-wide alignment on how to win each account.