ZoomInfo: Using Temporal to Create Account Summaries utilizing GenAI | Replay 2024

Presented by Frank Shaw

ZoomInfo Copilot is the biggest product that ZoomInfo has launched in years. It was the keynote feature announced by our CEO at our bell-ringing back in January on the Nasdaq floor.

One of the major components of ZoomInfo copilot are Account Summaries. Account Summaries are GenAI enhanced documents that combine customer’s first-party data from their CRM, emails, meetings, and other interactions along with third-party data provided by ZoomInfo and other data providers into a single, unified document for users to either consume directly or engage with through AI-enabled chat.

In this talk, I will go through how these documents are built, why we chose Temporal Cloud as the framework for building these documents, and lessons learned through the process of building this project.

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