Prospect Research Automation

Redirect weeks of SDR and RevOps time from tedious manual research to active selling and strategy. Discover how Octave's AI-powered prospect research automation delivers hyper-personalized campaigns at scale.

Automate Research, Accelerate Selling

Octave’s AI agents automate the entire research process, pulling real-time signals from the web, your product, and your CRM. This frees your team from prompt maintenance and manual data collection, so they can focus on high-value conversations.

Unlock Hyper-Personalization at Scale

Go beyond {first_name}. Our AI agents use real-time research to assemble concept-driven emails for every prospect. By understanding actual customer pains, segments, and scenarios, you can:

  • Generate hyper-personalized, context-aware outbound copy.
  • Drive higher reply and conversion rates.
  • Adapt messaging to product and market shifts instantly.

Qualify Leads with Precision and Transparency

Replace opaque, black-box scoring models. Octave’s AI agents apply natural-language qualifiers to research signals, surfacing transparent fit scores your systems can trust. This ensures your GTM team engages only with high-fit prospects.

How Prospect Research Automation Works

Octave combines signals from multiple sources and applies AI agents to deliver actionable insights for qualification and personalization in three simple steps.

Aggregate Key Signals

Connect your data sources, including your CRM and product analytics. Our agents pull real-time signals from web scrapes and custom sources to build a comprehensive prospect profile.

Run Agentic Research

Define your ICP using natural language. Octave’s agents then run real-time research, qualifying prospects against your unique criteria to surface trustworthy fit scores.

Activate Your GTM Stack

A single API endpoint pushes enriched data, qualification scores, and ready-to-send copy directly into your sequencer, CRM, or workflow tools like Clay and Cargo.

Features

Resources

Ingest and codify company assets (e.g., websites, docs, decks) into actionable intelligence.

Library

Define and align core value propositions, target segments, and buyer personas.

Playbooks

Create hyper-personalized messaging for every niche, persona, and segment you target.

Agents

Power real-time workflows with agents grounded in your ICP and GTM strategy.

Styles

Encode tone of voice, brand identity, and the language patterns behind your best-performing CTAs.

Prospector

Surface every high-value contact in your target market—fast.

“We’ve tried a lot of AI tools, but Octave is the first one that actually works the way our sales team needs it to. It understands real personas, real pain points, and creates messaging that lands. It’s become a core part of our modern GTM stack.”
Mollie Bodensteiner
VP RevOps, Engine
"Working with Octave has been a game changer for VELOX. Their AI platform has helped us streamline our messaging well beyond what we’ve seen with out of the box models like ChatGPT, Claude, or Gemini; and easily integrated into our existing stack. What really sets them apart is the support. Their team has been available 24/7 and has gone above and beyond to ensure our continued success. This level of commitment is rare, and it’s why we’re all in on Octave."
Joe Rowett
CEO, Velox
"Octave is the first agentic platform that may truly save us headcount. Its ability to understand our product and market paired with actionable suggestions, makes it the missing link between GTM strategy and execution. Whether you use it for outbound messaging, segmenting your customer base, or just creating GTM playbooks, you'll be amazed at how strong the results are."
Mallory Lee
VP RevOps, PhoneBurner
"Octave has saved me countless weeks of manual research by enabling me to build rich, granular, and targeted GTM playbooks for my key personas. Previously this work would have taken 40+ hours of manual work and a dedicated team of product marketing resources. I can now tune the messaging to exactly what matters most to my audiences in minutes. Our next journey with Octave is applying this to agentic AI GTM programs."
Andrew Jacob
Director of Strategic Growth, QAD
"Octave is helping transform the quality and efficiency of our outbound marketing, but the people are what make it game-changer for us. When we need help, the Octave team is there. Outside normal working hours? No problem. Need a feature implemented urgently? They’ll take you seriously, not just brush you off with “we’ll put it on the roadmap”. This stuff isn't easy, but Octave demonstrates daily that they are invested in our success."
Mitch Speers
CRO, BuyerForesight
"Octave is the first agentic platform that may truly save us headcount. Its ability to understand our product and market paired with actionable suggestions, makes it the missing link between GTM strategy and execution. Whether you use it for outbound messaging, segmenting your customer base, or just creating GTM playbooks, you'll be amazed at how strong the results are."
Mallory Lee
VP RevOps, PhoneBurner

Related AI Capabilities

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FAQ

Frequently Asked Questions

Still have questions? Get connected to our support team.

How is Octave's AI research different from custom GPTs or prompt chains in Clay?

Octave replaces cumbersome prompt chains with agentic messaging playbooks. Instead of maintaining fragile workflows, you model your ICP and messaging once. Our agents use this living GTM library to conduct research and generate context-aware messages, eliminating the need to recreate context in every prompt.

What data sources can Octave use for prospect research?

Octave’s agents combine signals from a wide array of sources. This includes live web and LinkedIn scrapes, first-party data from your CRM, product usage analytics from your data warehouse, and third-party enrichments from tools like Clay.

Does this replace my existing enrichment tools?

No. Octave is designed to enhance your existing GTM stack. It acts as a context engine that integrates with your enrichment, sequencing, and workflow tools, adding a layer of intelligent orchestration without forcing a rip-and-replace.

Is the lead qualification process a 'black box'?

Absolutely not. Octave is built to eliminate black-box AI models. You define qualifiers in plain, natural language, giving you full transparency and control over what constitutes a qualified lead. Our agents use these clear instructions to score prospects, providing fit scores your team can understand and trust.

Build your generative GTM motion today