Channel99 is a unified B2B marketing and go-to-market data platform that combines account identification with attribution reporting. Connected through Neotask, an AI agent can query this data in plain conversation instead of you logging into a dashboard and building a report by hand. Ask which accounts visited your site last week, which channels are driving pipeline, or how a specific campaign is performing, and the agent pulls the live numbers from Channel99's analytics layer and answers in context. Because the connection runs through Neotask, the same agent can also cross-reference that marketing data against other connected tools, such as a CRM or spreadsheet, so a single question can turn into a combined view of who is visiting your site and what is happening with those accounts downstream. This removes the manual step of exporting data from one system and pasting it into another just to answer a routine marketing question, and it means the answer arrives already framed around the account or campaign you actually asked about rather than a generic report you have to sift through yourself.
| Account identification lookup | Returns which accounts or companies have recently interacted with your marketing properties |
| Attribution query | Reports which channels, campaigns, or touchpoints are associated with pipeline and conversions |
| Marketing performance summary | Pulls a snapshot of current campaign and channel performance on request |
| Account-level signal search | Surfaces account-level activity signals for a named company or list of companies |
| Channel comparison | Lines up performance across two or more marketing channels for the same period |
| Historical trend pull | Retrieves how a chosen metric moved over a prior stretch of weeks or months |
A revenue operations lead asks their Neotask agent for a rundown of which accounts showed the strongest interest signals in the past week and which channel most of that traffic came through. The agent queries Channel99 for the account identification and attribution data, then drafts a short summary ready to paste into the team's weekly review document, saving the manual pull that would otherwise happen every Monday morning before the team meeting even starts. When a follow-up question comes up mid-meeting about a specific account, the lead can ask the agent right there instead of promising to circle back with an answer later. That keeps the review moving instead of pausing on a single unanswered question until someone digs through the dashboard afterward.
Ahead of a sales call, an account executive asks the agent whether the target company has recently visited the marketing site and which campaign brought them there. The agent checks Channel99's account-level signals and attribution data and reports back within seconds, giving the rep a talking point without them needing to check a separate marketing tool or ping the marketing team for a quick answer beforehand. If the same company shows repeat visits tied to a particular piece of content, the rep can reference that directly on the call, which reads as far more prepared than a generic opener would.
It can query account identification and attribution data on request, answering questions like which companies visited your site or which channel drove a conversion, without you opening the Channel99 dashboard yourself.
The described capability is read-oriented: pulling marketing performance and account-level data into a conversation. Any write actions depend on what Channel99 exposes and what your account is permitted to do.
Yes. Because the agent has access to multiple connections at once, it can pair Channel99's attribution data with information from a CRM or spreadsheet to answer a broader question in one pass, rather than requiring two separate lookups.
It is designed for exactly that gap: asking a direct question in conversation and getting the same answer a dashboard would show, without needing someone to build or maintain the report on an ongoing basis. A small team can get the same visibility a larger one would get from a full marketing operations function.
The connection is described as providing real-time marketing performance and account-level signals, so answers reflect current Channel99 analytics rather than a stale export from earlier in the week. That matters most when a decision hinges on what happened in the last day or two, not last quarter.
No. The point of the Neotask connection is that you ask in plain language and the agent handles the query against Channel99's data on your behalf, start to finish.