AI Prospect Research Summariser

WHAT IT DOES

The AI Prospect Research Summariser takes your raw prospect research notes—whether from LinkedIn, news articles, earnings calls, or internal CRM notes—and instantly returns a structured, action-ready briefing. It extracts the prospect's core business model, recent strategic moves, visible challenges, competitive threats, and personal career trajectory. The output is organised into five clear sections: Executive Snapshot, Key Insights, Pain Points, Recommended Talking Points, and Next-Step Questions. This removes hours of manual synthesis, letting you walk into every sales conversation with confidence and relevance.

HOW TO USE

Open the agent inside BotSurf. Paste your OpenAI API key once (it stays locally in your browser). In the input box, paste your raw research notes or bullet points—no formatting required. Press the "Summarise" button. Within seconds, the agent returns your structured summary. Copy it, use it directly in your sales playbook, or drop it into your CRM.

WHAT IT SENDS

The agent sends exactly the text you paste into the input box—nothing more, nothing less. It does not access your browser history, files, emails, or any other data. It does not send any identifying metadata beyond the content you explicitly submit. The only external transmission is that text to the AI API. Usage logs record only the count of runs for billing purposes; they do not store, log, or transmit the content of your summaries. Your notes and the generated output remain solely on your device unless you choose to save or share them.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month (one run = one summarisation of a single set of notes). Unused runs do not roll over. You can cancel anytime from your account settings—no questions asked, no long-term commitment.

THE PANEL

This agent runs inside BotSurf's draggable, resizable panel. Drag it anywhere on your screen. Snap it to the left or right edge for a clean workspace. Collapse it to a minimal title bar when not in use. Press Escape to close the panel instantly. It stays persistent across tabs so you can research and summarise without losing context.

PLEASE NOTE

AI-generated summaries are probabilistic, not factual guarantees. The agent may misinterpret notes, infer incorrect connections, or omit critical context. Always verify any insight, financial figure, or strategic assumption before using it in a client-facing setting. This tool is not a substitute for professional due diligence, financial advice, legal counsel, or regulatory compliance review. In regulated sectors (finance, healthcare, legal, etc.), treat this as a brainstorming aid only—not as verified intelligence or authorised advice. The final responsibility for accuracy and appropriateness lies with you.