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What Are Agents?

Agents are your automated research assistants that work around the clock to find, qualify, and enrich leads. Think of them as tireless team members that run your searches, ask research questions, filter results, and deliver clean data to your inbox—all on autopilot.

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What Agents Do

Each agent orchestrates a complete lead generation workflow:
  1. 🔍 Scheduled Search - Runs your saved search on a recurring cadence (daily, weekly, etc.)
  2. 🎯 Research Filters - Applies column-based filters to focus research efforts
  3. 🔗 HubSpot Filtering - Skips leads already in your CRM (optional)
  4. 🤖 Automated Research - Runs AI research questions on each qualifying lead
  5. 🧰 Export Filters - Applies final filters before exporting
  6. 📧 Email Exports - Sends results to your team automatically

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Real-World Use Cases

Territory Mapping

Search: “Cafes in Boston”Research: Owner name, contact email, estimated revenueHubSpot Filter: Skip cafes with active dealsExport: Email weekly list of net-new prospects

Market Intelligence

Search: “Vegan restaurants in Austin”Research: Delivery platforms, seating capacity, social linksHubSpot Filter: Skip all existing CRM entriesExport: Daily digest of new openings

Service Provider Outreach

Search: “HVAC contractors in Phoenix metro”Research: Service areas, licensing, dispatch phoneFilter: Only companies with revenue > $1MExport: Qualified leads to sales team twice weekly

Healthcare Monitoring

Search: “Dentists in San Jose”Research: Accepted insurance, specialties, booking URLHubSpot Filter: Companies with deals onlyExport: Monthly summary of new practices

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Agent Workflow

Understanding the agent workflow helps you configure filters and research at the right stage: 
1. Search Schedule
   ↓ Finds leads based on your saved search
   
2. Research Filters
   ↓ Narrows down which leads to research
   
3. HubSpot CRM Filter (Optional)
   ↓ Removes leads already in your CRM
   
4. Automated Research
   ↓ AI asks questions about each qualifying lead
   
5. Export Filters (Optional)
   ↓ Final filtering before sending results
   
6. Email Exports
   ↓ Sends results to your team
Credit Optimization: Research filters and HubSpot filtering happen before AI research runs, so filtered-out leads don’t consume research credits!

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Key Benefits

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Automation at Scale

  • Set up once, run indefinitely
  • No manual intervention required
  • Consistent lead flow on your schedule

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Credit Efficiency

  • Pre-filter leads before research runs
  • Skip known CRM contacts with HubSpot
  • Only research qualified prospects

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Team Collaboration

  • Share agents across team members
  • Distribute leads by territory
  • Automated email delivery to sales reps

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Quality Control

  • Multi-stage filtering ensures accuracy
  • Research only what matters
  • Export only qualified leads

Ready to Create?

Learn how to create your first agent in 8 simple steps