IDEA Foundation
Customer Stories/Real-time BD agent
Technology Services · Global · AWS

A real-time BD agent that listens, suggests, and writes the follow-up.

Built on AWS with LiveKit and Twilio — deep prospect research, in-call suggestions, structured post-call notes, and objective performance evaluation. Every BD rep coached from average to consistent.

All customer stories
The challenge

Outreach scaled — preparation didn’t.

Manual prospect research

BD reps burnt hours per meeting trawling websites, social activity, recent news, and industry context. The work was necessary, repetitive, and never quite consistent across the team.

Mapping needs to offerings by hand

Identifying a prospect's business challenges and aligning them to the right capabilities was a judgement call made fresh each time — slow, idiosyncratic, and easy to get wrong.

Unstructured talking points

Meeting briefs had no shared shape. Each rep walked in with their own format, their own emphasis, their own gaps — making outcomes hard to predict and hard to coach.

Notes vs. conversation

Reps took notes while trying to lead the discussion. Either the conversation suffered or the notes did — and post-call follow-up depended on whichever lost.

No objective performance signal

Self-evaluation was the only feedback loop. Without an external measurement layer, BD coaching ran on impression rather than evidence.

What we built

An AI co-pilot for every BD rep — before, during, after.

Research

Automated prospect intelligence

The agent scans websites, social media, press releases, articles, and recent market activity to assemble a structured profile for each prospect — same depth, same shape, every time.

Brief

Tailored talking points

Aligns the prospect's needs against the client's service portfolio and generates a structured meeting brief — capabilities, pain points, opening questions, and likely objections.

Realtime

In-call monitoring (LiveKit + Twilio)

During calls, the agent listens passively over LiveKit / Twilio, surfaces relevant insights to the rep, checks whether key points have been covered, and flags missed opportunities.

Notes

Structured post-call output

Clean meeting notes, action points, and follow-up recommendations are generated automatically the moment the call ends — ready to drop into CRM, no manual write-up required.

Coaching

Objective performance evaluation

Evaluates communication quality, depth of engagement, clarity of pitch, and coverage of required talking points — turning every conversation into a coaching signal, not just an outcome.

Deployment

AWS-native, end to end

Agents, orchestration, analysis pipelines, and storage run inside the client's AWS environment. LiveKit and Twilio handle the realtime media; AWS owns the data.

Impact

Every rep, prepared — every call, coached.

Real-time

AI suggestions during live BD conversations

Post-call

Structured notes generated automatically

AWS + LiveKit

Native deployment with Twilio for telephony

AWS·LiveKit·Twilio·Multi-agent orchestration·Real-time suggestions·Post-call notes
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Uneven BD prep, manual research, no objective coaching signal — we’ve built realtime agents that change all three. A pod can be in your stack within weeks.