AI Data Agent Usage Analysis

How Users Are Pushing the Boundaries of GTM Intelligence

June 6, 2025

Beyond Basic Queries for GTM Intelligence

In just two weeks, our early access users have experimented with our AI Data Agent, revealing sophisticated usage patterns that go far beyond basic queries. Users are treating it as a comprehensive GTM intelligence platform, pushing boundaries we hadn't even imagined.

Usage Patterns Identified
7
Distinct categories of queries showing sophisticated GTM workflows

Common Question Types & Themes

🏢 Company Research & Intelligence

Users are diving deep into company data to uncover insights that drive strategic decisions.

Example Queries:

  • "Do they mention data centers on their website?"
  • "Based on all available company information, which personas at this company should I reach out to to sell our data enrichment solution?"
  • "What should I focus on in my next call with this account and why?"
  • "Go find information from their recent earnings calls and transcripts and give me insights into their B2B performance, challenges, plans, etc."
  • "Tell me about data related initiatives at these contact's companies"
  • "How B2B focused is this company? Describe their B2B offerings and prospective customer base"
💼 Sales Strategy & Account Planning

Creating personalized, data-driven strategies for every account at scale.

Example Queries:

  • "What is the next best action for an account manager to upsell or cross sell this account?"
  • "Build me account plans for all these accounts"
  • "Based on all the information gathered in the sheet, write a cold call script for this account"
  • "Based on their B2B offerings and all the public info you can find about them, which ZoomInfo offerings might help them and why?"
  • "Draft an email inviting them to an event in Boston" (with personalization)
  • "What's the #1 signal they should care about based on their ICP"
📊 Scoring & Analysis

Building sophisticated scoring models to prioritize efforts and resources.

Example Queries:

  • "Create an extensive deep research model that goes the companies website... scores the accounts on a scale of 1-100 in terms of the go to market complexity"
  • "Based on the information we have, assign a score of 0-10 on how B2B focused this company is"
  • "Add a column that shows me where the company ranks in terms of web traffic"
  • "Create a field that counts the number of external people from this company involved in the sales cycle"
🔄 Churn & Renewal Analysis

Proactively identifying risks and opportunities in the customer base.

Example Queries:

  • "Add a new column for renewal or churn reason" (multiple variations with specific categories)
  • "Account Usage Trends over the last 12 months"
  • "Review recent conversations and create a narrative that highlights the key areas the client isn't getting value out of ZoomInfo"
🎯 Hiring & Growth Signals

Tracking expansion signals to identify sales opportunities.

Example Queries:

  • "Are they hiring for sales and/or SDR roles? If so, which ones and pull in anything relevant"
  • "Have these companies currently hiring"
  • "Add a count of open roles in sales the company is hiring for"
  • "How many sales employees are at each account?"
🔒 Security & Compliance Concerns

Monitoring and addressing security-related topics proactively.

Example Queries:

  • "Review all conversations with the customer and create a flag if any of the following topics are discussed" (extensive security checklist including encryption, GDPR, SOC 2, etc.)
  • "Flag any conversation where security or integration concerns have come up"
🎯 Re-engagement & Win-Back

Reviving dormant opportunities with targeted, informed outreach.

Example Queries:

  • "Look at our past interactions, identify the reasons the company did not move forward with us"
  • "Draft an email to re-engage them" (with specific product updates to mention)
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