> Source: https://builder-docs.ema.ai/agent-reference/core/sales-intelligence
> Title: Sales Intelligence Agent

# Sales Intelligence Agent

The Sales Intelligence agent retrieves financial and company data from external APIs. It provides access to company profiles, financial statements, news, and market data to support sales research and due diligence workflows.

## Use Cases

-   A sales or research AI Employee needs to look up company information before outreach.
-   You need to pull financial data for account research, lead qualification, or deal preparation.
-   Your workflow requires real-time company or market data from public sources.

## Inputs

Input

Type

Description

`query`

Text

The company name, ticker symbol, or research question.

## Outputs

Output

Type

Description

`data`

JSON

The retrieved financial or company data.

`summary`

Text

A natural language summary of the findings.

## Configurations

Parameter

Description

Default

`data_providers`

Which financial data providers to query.

All configured providers

## How to Use This Agent

```
trigger -> sales_intelligence("Look up {{company_name}}") -> custom_agent("Draft a personalized outreach email") -> send_email
```

## Related Agents

-   [Deep Web Search](/legacy-docs/agent-reference/core/deep-web-search) -- for broader web research beyond financial data.
-   [Intelligent Actions](/legacy-docs/agent-reference/core/intelligent-actions) -- for querying CRM data about existing accounts.
