Sales / Success Copilot With Account & Contact Profiles

Scenario

AI copilot inside a CRM / sales engagement tool that needs to remember account and contact details across interactions.

Extraction

From emails, call notes, support tickets, and CRM events, GetProfile extracts traits for:

Contact-level traits:

role, seniority, decision_power
communication_style: short & blunt vs narrative
topics_that_resonate[]: ROI, compliance, integrations
objections[]: price, migration risk, security

Account-level traits:

company_size, industry
tech_stack[]
deal_stage, champions[], blockers[]

No salesperson tags this by hand; it’s distilled from interaction logs.

Injection

When a rep asks:

“Draft a follow-up email to Sarah about the pilot.”

The copilot’s LLM call goes through GetProfile:

GetProfile injects contact + account profile:
- “Sarah: VP Eng, high decision power, cares about migration risk and reliability; previously expressed worry about vendor lock-in.”
It injects a few relevant memories:
- last meeting summary,
- her exact wording on concerns.

Impact

The copilot:

Frames messages around the right value props,
Remembers objections over weeks/months,
Tailors tone and detail to the specific contact.

Implementation

import OpenAI from 'openai';

const client = new OpenAI({
apiKey: process.env.GETPROFILE_API_KEY,
baseURL: 'https://api.yourserver.com/v1',
defaultHeaders: {
'X-GetProfile-Id': `${accountId}:${contactId}`, // Composite ID
'X-Upstream-Key': process.env.OPENAI_API_KEY,
},
});

// Sales copilot request
const response = await client.chat.completions.create({
model: 'gpt-5',
messages: [
{
role: 'system',
content: 'You are a sales assistant. Draft emails that address the contact\'s specific concerns and preferences.',
},
{
role: 'user',
content: 'Draft a follow-up email to Sarah about the pilot program.',
},
],
});
// GetProfile injects Sarah's profile, account context, and past interactions

Trait Schema Example

{
  "role": {
    "type": "string",
    "description": "Contact's job role"
  },
  "seniority": {
    "type": "string",
    "enum": ["junior", "mid", "senior", "executive"],
    "description": "Seniority level"
  },
  "decision_power": {
    "type": "string",
    "enum": ["low", "medium", "high", "decision-maker"],
    "description": "Influence on purchasing decisions"
  },
  "communication_style": {
    "type": "string",
    "enum": ["concise", "detailed", "narrative"],
    "description": "Preferred communication approach"
  },
  "topics_that_resonate": {
    "type": "array",
    "items": {
      "type": "string"
    },
    "description": "Topics that generate positive responses"
  },
  "objections": {
    "type": "array",
    "items": {
      "type": "string"
    },
    "description": "Common concerns or objections raised"
  },
  "company_size": {
    "type": "string",
    "enum": ["startup", "smb", "mid-market", "enterprise"],
    "description": "Size of the account company"
  },
  "industry": {
    "type": "string",
    "description": "Primary industry of the account"
  },
  "tech_stack": {
    "type": "array",
    "items": {
      "type": "string"
    },
    "description": "Key technologies or tools the account uses"
  },
  "deal_stage": {
    "type": "string",
    "enum": ["prospecting", "qualification", "proposal", "negotiation", "closed"],
    "description": "Current stage in the sales process"
  },
  "champions": {
    "type": "array",
    "items": {
      "type": "string"
    },
    "description": "Account contacts advocating for the deal"
  },
  "blockers": {
    "type": "array",
    "items": {
      "type": "string"
    },
    "description": "Account contacts slowing or blocking the deal"
  }
}

Profiles API

Retrieve contact and account profiles programmatically

SDK Integration

Build custom sales workflows with the JavaScript SDK

​Scenario

​Extraction

​Contact-level traits:

​Account-level traits:

​Injection

​Impact

​Implementation

​Trait Schema Example

​Related Resources