> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Call Competitor Research

> Detects competitor mentions on calls, then automatically researches those competitors and compiles concise counter-argument briefs, pushed to the CRM and meeting notes.

<Frame>
  <img src="https://mintcdn.com/cassidy/cacUf6ckDT3AhwnO/images/use-cases/sales-call-competitor-research-img-0.png?fit=max&auto=format&n=cacUf6ckDT3AhwnO&q=85&s=9e0240920e0a3eca1f5bff6adcaff8fa" alt="Sales Call Competitor Research" width="1920" height="1080" data-path="images/use-cases/sales-call-competitor-research-img-0.png" />
</Frame>

## What does this mean?

Arms reps with timely, consistent material that reduces prep, strengthens objection handling, and lifts win rates by keeping deals on track.

Detects competitor mentions on calls, then automatically researches those competitors across your Knowledge Base, approved battlecards, websites, and recent news to compile concise counter-argument briefs with pricing/feature comparisons, proof points, and talk tracks—pushed to the CRM and meeting notes.

## Workflow steps

<Steps>
  <Step title="Detect competitor mentions on call">
    The Workflow activates when a sales call ends in Gong. Cassidy scans the transcript to identify any competitor names mentioned during the conversation.
  </Step>

  <Step title="Research competitors across sources">
    For each competitor detected, Cassidy pulls relevant information from your Knowledge Base, approved battlecards, and gathers the latest from competitor websites and recent news.
  </Step>

  <Step title="Compile counter-argument brief">
    Cassidy generates a concise brief that includes pricing and feature comparisons, proof points, and talk tracks—all grounded in your company's approved messaging and positioning.
  </Step>

  <Step title="Push to CRM and meeting notes">
    The completed brief is automatically logged to the associated deal record in your CRM and appended to the meeting notes, so reps have everything they need in one place for follow-up.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>
