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CustomerOS Documentation

website·Indexed 32 days ago

https://docs.customeros.ai/

CustomerOS identifies ICP-fit, in-market accounts and converts anonymous traffic into qualified pipeline. The platform features AI-powered agents for advertising, search, and campaign analysis, as well as company and contact enrichment. It provides tools for tracking the buyer's journey via touchpoints and meetings, generating dynamic sales briefs, and integrating with CRMs like Salesforce and HubSpot, ad platforms like Google and LinkedIn Ads, and meeting tools such as Calendly and Fathom.

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What's inside CustomerOS

  1. Overview of the Company Researcher agent

    The Company Researcher agent is designed to conduct deep research on target companies to uncover strategic insights. It analyzes company news, press releases, public announcements, funding, partnerships, and executive changes to provide a comprehensive view of prospects, competitors, and market positioning.

  2. Overview of the Contact Enricher agent

    The Contact Enricher agent automatically enhances contact records within CustomerOS by gathering comprehensive personal and professional information. It focuses on professional profiling (employment history, role, company details), social intelligence (linking social media profiles), contact verification (email and phone accuracy), and interest mapping to provide context for targeted outreach and relationship building.

  3. Overview of the Lead Qualifier agent

    The Lead Qualifier agent automatically evaluates and qualifies incoming leads using intelligent stage classification and engagement analysis. It helps sales teams prioritize the most promising opportunities by analyzing company fit, behavioral signals, and buying intent in real-time. Key capabilities include multi-factor analysis, automated routing of qualified leads to sales representatives, and continuous learning based on conversion outcomes.

  4. Overview of the Company Enricher agent

    The Company Enricher agent automatically enhances company records by gathering detailed business information from multiple data sources. It is used to fill missing data, provide industry classifications, and update key business metrics such as company size, revenue, location, and growth indicators. Common use cases include lead qualification, account planning, market analysis, and sales preparation.

  5. Overview of CustomerOS Meeting Intelligence

    CustomerOS Meeting Intelligence automatically syncs transcripts from meeting recorders (Fathom and Grain) to extract actionable marketing intelligence. It transforms raw call data into insights for content strategy, messaging optimization, and competitive positioning without requiring changes to the existing recording workflow.

  6. Overview of LinkedIn Ads integration for B2B attribution

    The LinkedIn Ads integration is an inbound-only connection (LinkedIn Ads → CustomerOS) that imports campaign data and costs to enable attribution and ROI analysis. It allows users to connect B2B advertising spend to lead generation by matching UTM parameters from ad clicks to CustomerOS sessions. Note that CustomerOS does not push conversion data back to LinkedIn Ads.

  7. Overview of CustomerOS Meetings attribution

    CustomerOS Meetings provides marketing attribution and buyer journey tracking for meeting bookings. It connects to existing schedulers to identify which campaigns, channels, and content drive demos and sales calls. Key capabilities include multi-touch attribution, pipeline intelligence (connecting bookings to closed deals), and lead quality insights to distinguish high-intent buyers from casual browsers.

  8. Overview of the AI Search Analyst agent

    The AI Search Analyst agent monitors and analyzes search behavior patterns to help optimize content strategy, improve search rankings, and enhance discoverability. It performs search behavior analysis, identifies content gaps, monitors competitive positioning, and tracks emerging industry trends.

  9. Overview of CustomerOS Revenue Intelligence Platform

    CustomerOS is a multiplayer, real-time revenue intelligence platform for B2B companies. It identifies anonymous website visitors, assesses them against an Ideal Customer Profile (ICP), and detects their buying stage. The platform creates a unified customer graph by connecting first- and third-party data to help sales teams identify in-market accounts and prioritize high-impact opportunities.

  10. Overview of the Content Analyst agent

    The Content Analyst agent evaluates content performance across all marketing channels to provide insights on engagement, effectiveness, and optimization opportunities. It tracks engagement metrics, shares, and conversion rates to identify top-performing themes and formats, monitor trends, and analyze competitive content strategies.

  11. Overview of the Campaign Analyst agent

    The Campaign Analyst agent is an AI-powered tool within CustomerOS designed to monitor and analyze marketing campaign performance. It tracks metrics across all marketing channels, analyzes conversion rates and ROI, identifies top-performing assets and audiences, and monitors competitor activities to provide actionable optimization recommendations.

  12. Overview of the Campaign Strategizer agent

    The Campaign Strategizer is an AI-powered agent in CustomerOS designed to help users design, plan, and optimize marketing campaigns. It analyzes target audiences, market conditions, and historical performance to recommend strategies, messaging, channel selection, timing, and budget allocation.