Meeting prep chat for reps
A chat for reps: name the business you are meeting and get a short brief with questions to ask.
What it does
A chat for your sales team: a rep names the business they are about to meet and its city, an AI agent looks up its competitors, the people living around it and the jobs it is posting, and answers with a short brief and three questions to ask.
In one sentence: When someone writes in its chat, let the AI agent answer, then reply to the sender.
Why it is useful
Preparing for a meeting means an hour of searching. Reps ask the chat on the way and get the area, the competition, signs of growth and three questions in a minute.
Who it is for
B2B sales & business development. Sales teams, SDRs and founders who need a steady list of the right businesses to call, with the person to ask for. Every use case for b2b sales
Best use cases
- Account executives before first meetings
- Franchise developers before site visits
- Field reps between appointments
What each run gives you
- A brief in the chat for each meeting
The time it saves
Whenever someone writes in its chat. Doing the same work by hand takes about 30 minutes each time, so it saves about 40 hours a month (an estimate). It is easy: 3 blocks and 3 tools.
The flow, block by block
- ChatTrigger · ChatStarts the flow when someone writes in its chat: the chat window in the editor, or a chat page you can share or put on your website.
- Meeting prepxMap AI · AI agentAn AI agent: for each incoming message it thinks, uses the blocks you link to its Tools port (data, xMap AI, lookups, your tables, other flows, apps), remembers the conversation and writes an answer in {{reply}}.
- Competitors around itxMap data · Nearby placesA tool the AI agent uses when it needs itPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
- Who lives around itxMap data · DemographicsA tool the AI agent uses when it needs itWho lives in an area: the number of residents, men and women, and nine age groups, from xMap’s population grid (hexagons of about 0.1 km², about 100 countries).
- Its job postingsxMap data · Job postingsA tool the AI agent uses when it needs itLive job postings: who is hiring, for what, and where.
- ReplyAction · ReplyAnswers whoever started the flow, on the same channel: the app or system that called its Webhook / API gets the answer back, and a message from Slack, WhatsApp, Telegram, Teams, SMS, Outlook or Discord gets a reply in the same chat, through the account of the block that received it.
Every block can be changed after you use the template: the city, the type of place, the score, where the results go.
Use it now
Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.
How to set it up
- AI agents with tools and memory: An agent that answers questions using your blocks as tools.
- Answer on WhatsApp, Telegram or Slack: An assistant that replies in the same chat.
- Ask the map a question: How many of a kind of place, how many people for each, and where the gaps are, answered on the spot.
- Count what is around each of your places: Competitors, footfall magnets or services within a distance of each site.
- POI data (points of interest): Records of places such as shops, clinics and offices, with their category, position and details.
- Territory planning: Dividing a market into areas for reps or teams.
- Hiring signals: Job postings as a sign that a company is growing or changing.
More for B2B sales & business development
- Full outbound engine: find, research, approve, send: A complete outbound engine: find, research, write the first email, approve, then HubSpot.
- New businesses in my territory, researched, into HubSpot: Every new business in your territory, scored, with the decision maker, straight into HubSpot.
- Morning call list with decision makers and call notes: The 20 best clinics to call today, with the owner or director, in a sheet.
- Companies hiring buyers, and who to call: Companies hiring buyers this week, sized and scored, with their purchasing managers in HubSpot.
- New businesses routed by size: key accounts to Slack, the rest to a sheet: New businesses scored and routed by size: the established ones to key accounts, the rest to inside sales.
- More businesses like my best customers: Businesses that look like your best customers, near them, not yet in HubSpot.