From Insight to Action: Prototyping a Customer Intelligence Agent with Agentic AI
This is an innovation prototype that lives solely in Q Labs. Q Labs products are experimental and pre-roadmap, as such they are for awareness and co-innovation interest only. Q Labs Status: Experimentation Background Agentic AI is the next frontier in artificial intelligence and has huge potential to transform organisations. While generative AI excels at creating content, agentic AI is about doing. It combines the reasoning power of Large Language Models (LLMs) with the ability to execute tasks, taking automation and human-computer collaboration to the next level. These autonomous systems can plan, act, and adapt to achieve complex goals with minimal human supervision. Quantexa is in a unique position to unlock and accelerate the value of this technology. For agentic AI to be effective, it requires high-quality, context-rich data to make reliable decisions. This is where our Decision Intelligence Platform provides a critical advantage. By creating a trusted data foundation through our world-class entity resolution and knowledge graphs, we provide the essential context that AI agents need to act with confidence. Ultimately allowing us to coordinate across multiple disparate systems. As such, Quantexa is currently exploring a wide variety of agentic use cases. This particular prototype focuses on the world of sales and customer relationship management, allowing us to test and demonstrate the technical capabilities Quantexa can bring to multi-system collaboration. The Challenge for Relationship Managers In today's data-driven world, Customer Intelligence (CI) is paramount. Relationship Managers (RMs) are expected to have a deep, 360-degree understanding of their clients to identify risks, spot opportunities, and provide exceptional service. However, the information they need is often locked away in disconnected systems—CRM platforms like Salesforce, internal databases, news feeds, and public registries. RMs spend countless hours manually gathering and piecing together this information, a process that is both inefficient and prone to missing crucial insights. Use Case: A Proactive Customer Intelligence Agent Imagine an AI assistant that eliminates this manual effort. Our prototype Customer Intelligence (CI) Agent is designed to be just that: a proactive partner for RMs. This agent can be tasked with open-ended goals, such as “provide product recommendations for company X” or " Summarise latest engagements with HSBC and point out latest investment opportunities? ". The agent then autonomously plans and executes a series of tasks to gather the necessary intelligence, using Quantexa as the source of contextual insights and glue to connect across systems, enabling the delivery of comprehensive responses for the RM. How It Works This CI Agent demonstrates the power of an AI agent backed by Quantexa, which acts as both a data-and-context engine and a suite of analytical tools. The agent, which is LLM-agnostic, is integrated with a full-stack chat application and has access to a range of tools to accomplish its goals. These tools include: Salesforce: Retrieving and updating information on Accounts, Contacts, Products, and creating new Leads and Opportunities. Quantexa: Leveraging our platform’s powerful search and graph expansion capabilities to uncover hidden relationships, risks and opportunities. News & Web Search: Searching the public web and premium news sources for the latest information on companies and people of interest. Companies House: Retrieving official information on UK-based companies to verify details and understand corporate structures. The project is built on Vercel’s open-source Chat SDK, providing a familiar, ChatGPT-like experience that can be integrated with multiple LLM providers. In the demo we can see the agent identifying opportunities for a particular company, Quantexa – but in reality, this could also be uncovering insights and taking action across a cohort of customers e.g. “identify customers in my portfolio that would benefit from our new Invoice Finance product”. The Benefits The importance of this project is in showing the great reach of what can be achieved using an AI agent backed by Quantexa both as a data glue as well as a set of investigation tools alongside other software products like Salesforce. Reduce manual effort and allow relationship managers to focus on proactive, personalized engagement with clients Accelerate revenue growth by automatically identifying signals for needs for products and services and driving timely outreach Enhance client experience by providing tailored service Get in touch If you would like to hear more about this CI Agent, or discuss how Quantexa’s Decision Intelligence platform can enhance your own AI agents, please get in touch. We are actively exploring different options for how to take this prototype forward and are excited to collaborate with partners and customers on this journey.
