Sales
Available
Lead research agent
Before you call a new lead, this agent reads their website and gives you a half-page brief: what they do, their size, and two things worth mentioning.
Quick facts
- Runs
- Runs on every enquiry
- Needs
- Forwarding email
- Access
- Read only
- Setup time
- About 2 minutes
- Plans
- Starter and up
What it does
-
STEP 1
Enquiry arrives
A new enquiry reaches your forwarding address.
-
STEP 2
Finds the company
Uses the email domain or signature to find their website.
-
STEP 3
Reads their site
Reads the home, about and services pages.
-
STEP 4
Writes the brief
Puts a short brief in your dashboard before you call.
Runs on its own
- Reading public company pages
- Writing the brief
Waits for your approval
- Nothing is sent to the lead by this agent
You can switch any task to automatic once you trust it.
What you tell it when setting up
| Question | Why it is asked |
|---|---|
| Brief length (needed) | Used in the agent's instructions. |
| Extra instructions | For example: We care most about whether they already run paid ads. |
Works well with
Start the Lead research agent free
The free plan includes one agent and 100 runs a month.