Your team's outbound capacity is limited by the time it takes to manually research each account, not by market demand. Every hour spent on research is an hour not spent selling.
Account research is manual and time-consuming. Until now, your sales team has spent hours piecing together advertiser context from web searches, CRM notes, and tribal knowledge before every call.
Your best pricing, packaging, and positioning strategies are locked in the heads of senior sellers, leaving the rest of the team to figure it out on their own.
There is no data-backed way to assess which deals are most likely to close. Pipeline reviews rely on gut feel rather than historical win/loss patterns.
Business Impact
Without a system to surface institutional knowledge, junior sellers underperform while senior sellers become bottlenecks. Deal quality varies by who happens to own the account.
When you can't prove advertiser ROI with delivery-to-outcome data, renewals become negotiations instead of conversations. Budget defense is impossible without closed-loop attribution.
The Kana Solution
Kana's Sales Intelligence Agent is an AI-powered revenue intelligence application built for publisher ad sales teams. It generates source-tagged, AI-verified research briefs on any advertiser account in minutes, surfaces win-likelihood signals grounded in your historical proposal and deal data, and gives each seller a conversational assistant over accounts, inventory, and performance history. As a keystone component of the Kana for Publishers suite, Kana Sales Intelligence shares account and proposal objects with the Media Proposal Generator, creating a unified workflow from prospecting through proposal delivery for sales teams.
How It Works
The research agent assembles a comprehensive brief per advertiser combining your internal history (proposals, delivery data, CRM notes) with external sources (company context, category dynamics, spend signals). Every claim is source-tagged and verified by an AI judge before it reaches the seller.
Opportunities are scored against your historical winning proposals with a visible breakdown of contributing factors. No black box: sellers and managers can see exactly why a deal scores high or low.
Surfaces an account workspace with data-quality flags, opportunity pipeline by stage, and automatic milestone logging back to Salesforce. Your CRM remains the system of record; Sales Intelligence reads from it and enriches it
Sellers ask questions in natural language about accounts, prior history, inventory availability, and rate context. The assistant answers with grounded, sourced responses and refuses to speculate when data is missing.
When a brief comes in, the workflow hands off directly to the Media Proposal Generator with full account context already loaded. No re-entering data, no context lost between research and proposal.
How You Benefit
Source-tagged research briefs generated in minutes replace hours of manual research, giving every seller the context they need to have informed, credible conversations with advertisers.
Win-likelihood scoring grounded in your own historical data helps sellers and managers focus time on the opportunities most likely to close, not just the ones that feel promising.
The intelligence that lives in your senior sellers' heads becomes available to every rep through AI-generated briefs and a conversational assistant trained on your data.
Delivery outcomes feed back into the account view, building the foundation for closed-loop advertiser ROI reporting that turns renewals from negotiations into evidence-based conversations.
Shared account and proposal objects with the Media Proposal Generator mean the context a seller builds during research flows directly into the proposal workflow without duplication or manual re-entry.
Learn About
Kana’s Features
Kana FAQ
Frequently asked questions and answers about agentic AI, agentic marketing, Kana's agentic AI marketing platform, integrations, and enterprise workflows.
Most waste comes from "delayed insight." Kana's optimization and experimentation agents rebalance marketing spend across external channels to continually improve ROAS (Return on Ad Spend) by using AI to flesh out a complete picture of campaign performance from incomplete pieces of spend and performance data.
Traditional dashboards tell you what happened last week (Retroactive). Kana’s agents tell you what is happening now and what will happen next (Predictive/Actionable), allowing you to intervene while the campaign is still live.
Our proprietary Just-In-Time (JIT) Data Integration technology structures your campaign performance data, customer insights, and business context on the fly, so you get value from day one, not day ninety.