Discovery Agent: arrive at the call with the context ready.

The challenge

Preparing for a discovery call meant collecting background information and working out what the prospect needed. Repeating those questions used time that could go into discussing the actual problem and a suitable way to help.

What we built

We connected a guided intake conversation with Cal.com, n8n, OpenRouter and Supabase. The agent gathers business context and priorities, stores the answers and prepares a summary for Elliott to review before the conversation.

How the workflow helps

The agent prepares the context while the sales conversation stays with a person.

• Business and workflow intake

  Asks about the prospect’s business, the work they want to improve and the problems they are trying to solve.

• Preparation before the call

  Organises the answers into a brief so Elliott can prepare relevant questions and possible solutions.

• A more focused conversation

  Lets the call begin with the context already available, leaving more room to explore the prospect’s needs.

What changed

In Remote Humans’ own use, the agent saves around 15–20 minutes of preparation per call. Elliott can use the information to prepare tailored solutions and spend the conversation on the client’s priorities.