How to set up a Prospecting Agent
1. Access this under Sales > Prospecting Agent (or within the Sales Workspace and Target Accounts app)
2. Add a name to this Agent
3. Add your website URL in order to auto populate fields in the Agent settings
4. Set who the send-from user is:
5. Add CTAs you'd like the Agent to use in the outreach
6. Set your voice, ideally, you've already set up a brand voice you can use here:
7. Review and Create selling profile
8. Set your default Prospecting Agent:
Enrolling Contacts
Manual enrolment:
1. Search for the contacts you'd like to enrol. You can select and enrol up to 25 contacts at once.
- Alternatively, you can enrol contacts when you are on a Contact View:
2. Next, choose the Agent (if you have multiple) and set outreach type
You can also manually unerol a record:
Automated enrollments
1. Select automated
2. Update the ruleset you'd like to use:
- Triggered by a form submission:
- Triggered by a Segment membership
3. Enable Automation
4. Just like with Workflows, you have the option to enrol existing records who meet the criteria:
Using this in a Workflow
If you want more flexibility or more options for enrolment criteria, use a Workflow.
1. Set up your criteria as you normally would in a Workflow
2. Choose this action
3. Set up your ruleset
Here's an example of the email sent:
The key is to add as much information as possible to these settings—such as Identity, Tone, and Selling information—so the AI can provide valuable, on-brand output.