Scout isn't a bolt-on chatbot. It's woven directly into the ActiveIQ platform you already use for account intelligence and pipeline visibility, working alongside EnergyIQ, AdCONNECT™, and ActiveIntelligence to make every signal actionable. Ask real questions and Scout answers using your live ActiveIQ data. It shows its work, and it pauses for your approval before anything changes.

Scout doesn't just tell you what happened. It tells you what to do next and why it matters to your pipeline.

Accessing Scout

Scout is available directly within your ActiveIQ platform, wherever you're already working. No separate login or setup is required.

How It Works

Scout continuously scans intent data, account activity, and industry events, including M&A moves, capex announcements, rig counts, and regulatory filings, and ranks them by revenue relevance to your book of business.

No more guessing which account to touch today. Scout recommends who to call, what to say, and why now, grounded in real account intelligence rather than a generic lead score.

Scout generates first-draft emails and call prep notes tailored to each account's specific situation, whether that's a new acquisition, a leadership change, or a budget cycle, so they're ready for your rep to refine and send.

By tracking real account engagement and market signals against pipeline stage, Scout flags deals that are stalling before they slip, giving VPs of Sales the forecast accuracy spreadsheets can't match.

Unlike horizontal AI tools bolted onto a generic CRM, Scout is trained on the vocabulary, buying cycles, and procurement dynamics of energy services, industrial equipment, and manufacturing. Its recommendations are relevant on day one, not after months of tuning.

Question Examples

These are starting points. The more you ask, the more useful Scout becomes.

EnergyIQ

Show top oil & gas operators by filing activity in the last 30 days.
Any well casing failures reported this month?
Any new well licenses in Alberta this week?
Show me potential leads based on my ICP.
What's the most important thing to know from EnergyIQ, including new operations in your target areas and how to contact them?

Energy Directory (find & import)

Show me energy companies in Texas with 500 to 1,000 employees.
Find operators with over $1B in revenue in Alberta not already in our Sales Station.
Show me the people at [directory account name].
Transfer these companies to our Sales Station. (You approve of this action.)

Pipeline & Deals

How many deals have we won versus lost this year? Show a pie chart.
Which deals are expected to close this month?
Show me the 3 deals most likely to close.
Break down our open pipeline by sales rep, with the weighted forecast.
Show won-deal revenue by month for this year.
What's been going on with this deal? Show its activity timeline.
Show the notes and stage-change history for this deal.
Have there been any open tasks or follow-ups on this deal?
Which leads do you need to reach out to today?

Contacts

Who are my 10 hottest leads right now?
Show me Sales Station contacts with a lead score above 80.
Find a contact by name or email.
List the contacts at a given company, ranked by score.

Accounts

What are my highest-scoring target accounts?
Show me hot accounts that were active in the last 7 days.
Look up a specific account and show its recent activity.
Which accounts have no sales rep assigned?

Website

Who visited our pricing page in the last 30 days?
Which accounts have been looking at our contact page recently?
What has this contact been browsing on our site?
Which contacts visited both the pricing and contact pages?

Email Campaigns & Mailing Lists

List my most recent email campaigns with open and click rates.
Who opened but didn't click the June newsletter?
Which recent campaign got the best engagement?
Is this contact subscribed to our emails, or have they unsubscribed?
Can I email this person, or are they unsubscribed or bounced?

Ask Scout About the Industry

Look at the account's website and tell me what they do.
Show me a chart of WTI oil prices over the last 4 months.
What's the best sales strategy for selling to [operator]?
Compare [operator A] and [operator B] on production and rig activity.

Tasks & Follow-ups

What's on my plate today? What's overdue?
What tasks are due this week?
Log a note on this contact, account, or deal. (You approve of this action.)
Add a follow-up task: call them next Tuesday. (You approve of this action.)

Forms

What form submissions came in over the last 30 days?
Which forms are getting the most submissions this month?
Are form submissions up or down? Show fills per week.

Working with Deals (Scout prepares, you approve)

Create a $5,000 deal for the given account, closing next month.
Move a deal to the Negotiation stage.
Change a deal's value and push its close date to next quarter.
Reassign a deal to a different sales rep. (Admins only.)

What Scout Can't Do Yet

Sales targets or quota versus actual: No target field is stored, so Scout offers actuals instead.
Customer lifetime value, margin, or profit: Deal value is tracked, but cost and historical revenue aren't.
Sending or scheduling email: By design, Scout drafts the message and a human presses send.
Deleting, merging, or unsubscribing: These actions are deliberately off-limits to the assistant.
Long, multi-step funnels: Two-page journeys work well today; sequences of three or more steps are on the roadmap.

When Scout hits a wall, it tells you and offers the closest real answer it can.

How We Suggest You Use It

Start your day by asking Scout what's on your plate and which accounts need attention first. Let it do the scanning across intent data, filings, and account activity, so your team spends its time on outreach, not research.

Get is to pull relevant data and contacts from EnergyIQ and Energy Directory. To start directly reaching out to new opportunities.

Use Scout's draft emails and call prep notes as a starting point, not a finished product. Add your own voice and account knowledge before sending.

Treat Scout's approval prompts as a built-in checkpoint. They exist so your team stays in control of what gets added, changed, or sent, even as Scout does the heavy lifting.

Encourage your reps to ask follow-up questions the way they would in a conversation. Scout is built to handle plain language, not rigid commands, so the more naturally your team asks, the more useful it becomes.

Need Help?

If you have any questions or need additional details about ActiveIQ features, please contact us at support@activeiq.co or reach out to your account manager directly.