ZoomInfo: Using Temporal to Create Account Summaries utilizing GenAI

Abstract

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.

About the Presenter

Frank Shaw: I am a software engineer with over 10 years of experience focused in applications development. I have a passion for building high-quality software and simplifying complex systems into approachable architectures.

As a Senior Principal Software Engineer, I have served as an architect for many critical ZoomInfo products, including ZoomInfo Marketing and AI Copilot. In these roles, I have identified key use cases and driven adoption of Temporal and Temporal Cloud across our organization.