Prospecting
AI Prospecting Agent
Run guided prospect discovery with saved progress and history
AI Prospecting Agent organizes broader discovery into a run with criteria, progress, results, and a history record that can be reopened
What this workspace includes
- Agent search setup
- Running progress
- Result list
- Saved run history
Complete workflow
- 1
Start a run
Describe location, market, and fit criteria
- 2
Monitor progress
Review the active search detail
- 3
Evaluate results
Inspect each business context
- 4
Add qualified results
Continue in Prospects
How records and settings behave
- Each run keeps its criteria and results
- History preserves completed searches
- Added results connect to prospect records
Working effectively
- Define ideal fit before running
- Use history to avoid repeating searches
- Review all available context before outreach
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with AI Prospecting Agent?
Describe location, market, and fit criteria
When is my work saved?
Each run keeps its criteria and results
How do I confirm the result?
Return to the related list or detail view and review its current status. Added results connect to prospect records