Account Research

Retrieve and synthesize account information from Common Room. Handles four interaction patterns: full overviews, targeted field questions, sparse data situations, and combined MCP data + LLM reasoning.

Step 0: Load User Context (Me)

Before researching any account, fetch the Me object from Common Room. This provides:

• The user's profile, title, role, and Persona in CR
• The user's segments ("My Segments")

Default all queries to the user's own segments unless the user explicitly asks for a broader view. This keeps results scoped to their territory.

Step 1: Identify the Interaction Pattern

Determine what the user actually needs before deciding how much data to fetch:

Pattern 1 — Full Overview: "Tell me about Datadog" / "Summarize cloudflare.com" → Fetch the full field set and produce a structured briefing.