Creating & Managing Agents

Agents are managed LinkedIn B2B operators that research accounts, enrich leads, prepare campaigns, and ask for approval before sensitive actions.

Creating an Agent

Click New Agent from the dashboard. Define the ICP, offer, target geography, messaging limits, and approval rules.

Templates

  • Lead Finder — Finds LinkedIn and CRM/imported leads that match an ICP
  • Campaign Operator — Drafts message sequences and schedules approved sends
  • Research Analyst — Builds account briefs, objections, and qualification notes
  • Export Reporter — Prepares lead exports and daily growth reports

Configuration

Each agent has several configurable areas:

  • System Prompt — Define your agent's personality, tone, and instructions
  • Model — Choose which AI model powers this agent
  • Knowledge — Upload documents and URLs for context
  • Skills — Enable LinkedIn, CRM import, export, notification, and reporting capabilities
  • Integrations — Connect LinkedIn, CRM sources, Telegram, email, and CSV fallback
  • Schedules — Set outreach intervals, follow-up windows, reports, and pauses

Managing Agents

From the agents list, you can pause, edit, duplicate, or delete agents. Each agent has its own logs, analytics, and cost tracking.

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