Discovery Agent

Business Discovery

Business Discovery is typically the first agent that runs when you connect your business to Clintra. It reviews your website, connected data sources, and any information you provide to build a structured understanding of what you sell, who you sell to, and how you're positioned, the foundation the rest of the platform builds on.

Active AI agents

Revenue Orchestration
Lead Intelligence
Buying Intent
Forecasting

AI recommendation

3 accounts are showing rising buying intent this week.

Agents online

ROLIBICGSP

Purpose

Analyzes your business (website, offering, target market, and existing data) to build the foundational understanding every other agent relies on.

Business value

Removes the slow, manual onboarding process of explaining your business to a new tool. Business Discovery builds context automatically so strategy and planning agents can start from an informed baseline.

Typical outputs

  • A structured business profile (offering, market, ICP)
  • Initial competitive and category context
  • Gaps and open questions for your team to confirm

What it does

Capabilities

Analyzes your website and public materials

Reviews your site and available public information to understand your offering and positioning.

Builds an initial ICP

Drafts an ideal customer profile based on available signals, for your team to refine.

Surfaces open questions

Flags where information is unclear or missing, rather than guessing silently.

How it works

From input to recommendation

1

Connects to your website and data

Reads your connected website and any provided business context.

2

Extracts structured business facts

Identifies offering, target segments, and positioning signals.

3

Drafts a business profile

Compiles findings into a structured profile used by downstream agents.

4

Requests confirmation

Presents the draft profile for your team to review, correct, and approve.

Inputs

  • Company website
  • Connected CRM and marketing data
  • Information provided directly by your team

Outputs

  • Structured business profile
  • Draft ideal customer profile
  • Flagged gaps for team review

Human oversight

The business profile Business Discovery produces is always presented as a draft. Your team reviews and confirms it before it becomes the foundation other agents build on.

FAQ

Business Discovery FAQs

Initial analysis typically completes shortly after you connect your website and data sources, though depth improves as more sources are connected.

The draft profile is built for correction; your team reviews and edits it before it's used to inform other agents.

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