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

# Sales / Success Copilot With Account & Contact Profiles

> AI copilots in CRM tools with intelligent account and contact context

## 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

<CodeGroup>
  ```typescript TypeScript theme={null}
  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

  ```
</CodeGroup>

## Trait Schema Example

```json theme={null}
{
  "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"
  }
}
```

## Related Resources

<CardGroup cols={2}>
  <Card title="Profiles API" icon="user" href="/api-reference/profiles/get">
    Retrieve contact and account profiles programmatically
  </Card>

  <Card title="SDK Integration" icon="js" href="/client-libraries/javascript">
    Build custom sales workflows with the JavaScript SDK
  </Card>
</CardGroup>