Pre-Call Intelligence
Walk into every sales conversation fully prepared with comprehensive account context, stakeholder insights, and strategic recommendations.
Last updated: February 2026
Overview
Pre-Call Intelligence automatically compiles everything you need to know about an upcoming sales call. Instead of switching between tabs, searching through CRM records, and reviewing past notes, Cue surfaces the most relevant information in a single briefing panel.
The briefing appears automatically 15 minutes before your scheduled call and updates in real-time as new information becomes available.
Key benefit: Reps using Pre-Call Intelligence report spending 80% less time on meeting prep while feeling significantly more confident entering conversations.
Account Context
Cue pulls account information from your connected CRM and enriches it with real-time data. The account context section includes:
- Company profile — Industry, size, funding stage, and estimated revenue
- CRM data — Deal stage, opportunity value, close date, and custom fields
- Recent activity — Last touchpoints, email opens, and content engagement
- Company news — Recent press releases, leadership changes, and funding announcements
Account context is automatically matched using email domain. If Cue can't find a match, you can manually link the meeting to an account in your CRM.
Stakeholder Insights
Understanding who you're meeting with is critical. Cue identifies meeting attendees and provides context on each person:
- Role and title — Current position and seniority level
- Buying role — Decision maker, influencer, champion, or end user
- Previous interactions — Past meetings, email history, and topics discussed
- Communication style — Preferences based on past conversation patterns
When multiple stakeholders are on a call, Cue highlights the primary decision maker and suggests how to address each person's priorities.
Signals and Alerts
Cue actively monitors for signals that might impact your conversation. Signals are categorized by type:
⚠ Risk Signals
Competitor mentions, delayed responses, stakeholder changes, or budget concerns identified in previous conversations.
✓ Opportunity Signals
Budget approval, expansion interest, positive sentiment, or champions advocating internally for your solution.
ℹ Information Signals
Organizational changes, recent product announcements, or industry news that may be relevant to the conversation.
Suggested Topics
Based on the deal stage, stakeholder priorities, and your playbook, Cue generates a prioritized list of suggested topics. Each suggestion includes:
- Topic — The specific question or discussion point
- Rationale — Why this topic is important for this particular call
- Expected outcome — What information or commitment to aim for
Suggested topics adapt to your sales methodology. If you've configured custom playbooks, suggestions align with your team's proven approach rather than generic best practices.
Customization
You can customize Pre-Call Intelligence to focus on what matters most to your team:
- Priority CRM fields — Choose which custom fields appear in the briefing
- Signal sensitivity — Adjust how aggressive Cue is in surfacing alerts
- Briefing timing — Set when the briefing appears (5-60 minutes before)
- Notification preferences — Email, browser, or in-app notifications
Customization settings are available in Settings → Features → Pre-Call Intelligence. Admins can set team-wide defaults, and individual users can override their personal preferences.