Clay Account Research Agents
Agents that keep account research fields current across a segment of accounts in Clay.
Software you sign up for or install and run yourself. Submitted listing, not yet checked. Nothing on this page is sponsored.
What it does
Account Research Agents run over Clay Audiences, Clay's combined data layer, and keep research fields on every account in a segment up to date. They watch for new information such as signals, Gong call transcripts, title changes and funding news, combine it with CRM, warehouse and enrichment data, and write auditable fields back that can trigger plays or sync to a CRM or data warehouse. Each run is logged with the segment and cost, and every field links to its evidence. Uses include account expansion, closed-lost analysis, account health monitoring and rep onboarding. The agents entered open beta on 22 July 2026 on the Enterprise, Growth and Launch plans.
You provide
- An account segment in Clay Audiences
- CRM and data warehouse records
- Gong calls and transcripts
- Email and activity history
- Third-party enrichment and signals
You receive
- Auditable account research fields
- Triggers for plays
- Syncs to a CRM or data warehouse
- A run log with cost
How the work runs
- 01
Detects new information as it lands
- 02
Combines structured and unstructured data
- 03
Writes fields back to Audiences
- 04
Triggers plays or syncs to the CRM
Before it is handed over
Review is optional. The work is accepted only when each of these is recorded.
- Every field links to its data point and evidence
- CRM and warehouse writes are human-approved
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