Secret Agent
Secret Agent is GetRaze's AI-powered intelligence investigation tool. It researches companies and contacts using multiple data sources to provide comprehensive briefings.
Overview
Navigate to Secret Agent in the sidebar to access the investigation room.
How It Works
Secret Agent coordinates multiple AI agents to gather intelligence:
- CNPJ Lookup - Brazilian company registry lookup for company data, partners, and financial information
- Web Search (Exa) - AI-powered web search for company news, press, and online presence
- Web Research (Tavily) - Deep content research and summarization
- Open Corporates - International company registry data
- LinkedIn Intelligence - LinkedIn profile and company data
Starting an Investigation
- Go to Secret Agent > New Investigation
- Enter the target (company name, CNPJ, or contact name)
- Select which data sources to use
- Click Start Investigation
Investigation Process
The investigation runs asynchronously via the secretAgentQueue:
- Data Collection - Each selected source is queried in parallel
- Synthesis - AI combines findings into a unified briefing
- Coaching - The system provides actionable insights for sales approach
- Delivery - Results are displayed in the investigation room
Progress updates are sent in real-time as each source completes.
Briefing Contents
A completed investigation includes:
| Section | Description |
|---|---|
| Company Overview | Name, industry, size, location, founding date |
| Financial Data | Revenue, capital, financial health (from CNPJ) |
| Partners/Owners | Key people and ownership structure |
| Online Presence | Website, social media, recent news |
| Market Position | Competitive landscape and industry context |
| Key Contacts | Relevant people at the organization |
| Sales Approach | Recommended approach based on findings |
Use Cases
- Pre-call research - Understand a prospect before reaching out
- Account planning - Deep dive into target accounts
- Competitive intelligence - Research competitors' clients
- Due diligence - Verify company information
Best Practices
- Start broad - Use company name first, refine with CNPJ if available
- Combine sources - Use all available sources for the most complete picture
- Review critically - AI-gathered data should be verified for key decisions
- Use for preparation - Read briefings before important meetings