The Company Insight Agent helps you instantly generate structured, recruiter-friendly company research reports. Whether you’re preparing for a client meeting, creating a pitch deck, or running an executive search, this tool equips you with deep insights about your target company — including background, leadership, strategy shifts, and more.

With just a company website or LinkedIn link, you’ll receive a detailed profile that highlights everything you need to know to impress stakeholders.

Step-by-Step Instructions

1. Enter Company Information

Choose how you want to provide the company details:

• Option 1: Select Company Website and paste the official website URL.
  
  
• Option 2: Select Company LinkedIn Profile Link and paste the company’s LinkedIn page URL.

 Tip: If you only provide a website, the agent will automatically find the LinkedIn page and other sources for you.

2. Decide if You Want to Share Results

• Toggle the Share with Others switch if you’d like to make the report available to your team.

• Leave it off if the report should stay private.

3. Run the Agent

• Click the Run With Kim button.

4. View the Results

• Once the research is complete, you’ll see a success message:
  “ Success! Everything’s ready, take a look at your results.”

• Your structured company report will now be available for review and sharing.

What the Report Includes

The Company Insight Agent automatically compiles a structured report with:

• Company background: mission, culture, financials, leadership

• Unique strengths: highlights to use in executive pitches

• Recent updates: strategy shifts, mergers & acquisitions, leadership changes

• Recruiter-friendly details: open roles, hiring focus, organizational structure

• Market positioning: competitors, growth plans, analyst ratings, and more

• Run Competitor Agent: A Run Competitor button connects directly to the Competitor Agent, helping you quickly identify competitors.

• Run Head Hunting Agent: A Run Head Hunting Agent button connects directly to the Head Hunting Agent, helping you quickly Add that company as a competitor company.

• Export to PDF: An Export to PDF button to easily download the report.

• Exists: If the company already exists in the system as a client or lead in the green box will display “Already exists as a Client” or “Already exists as a Lead.”

Quick Access to the Company Insight Agent

You can now launch the Company Insight Agent directly from your Leads:

• Lead Dialog

• Leads List (List View & Grid View)

A Run Agent icon will appear in these sections.

How the Icon Works

• The icon is active when a Lead has either a LinkedIn URL or Company Website.

• It stays disabled if both fields are empty.

What Happens When You Click It

When you click the Run Agent icon:

• You’ll be taken to the Company Insight Agent page.

• The system will automatically use the available company details (LinkedIn or Website).

If both values are available, you’ll see a small dialog allowing you to choose:

• Run with LinkedIn URL

• Run with Company Website

If only one exists, the agent starts automatically using that source.

Benefits for You

• Save time by automating in-depth research.

• Strengthen client positioning in proposals and meetings.

• Boost win rates with richer, data-backed executive narratives.