improved
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Prospecting
Prospect AI ā Major improvements Live š
Prospect AI is getting a major upgrade
What started as a simple automated lead finder is evolving into a much more powerful prospecting engine ā giving you more control over how leads are discovered, when agents run, and how prospects are enriched and managed. ( Find it inside Agency > Prospecting > Prospect AI or in Sub account: Marketing > Prospecting > Prospect AI)
Multiple AI agents & higher lead limits
- One AI agent is no longer enough.
- You can now create multiple Prospect AI agents, each targeting a different niche, location, or strategy.
Example
- Agent Alex ā Dentists in Dallas
- Agent Sarah ā HVAC Contractors in Austin
- Agent Mike ā Roofers in Houston
Each agent can have its own:
- Niches
- Locations
- Search radius
- Prospect filters
- Audit preferences
- Lead enrichment settings
- Increased Monthly Limits
We've significantly expanded Prospect AI capacity:
This is a significant increase from the earlier limits, which typically generated around 10ā15 prospects per month.
- Plan Monthly Prospect AI Leads
- Default basic Prospecting up to 50/month
- Premium Prospecting up to 100/month
Important: Limits are applied per account, not per agent.
We're actively exploring ways to further increase limits as usage and feedback grow.
Best Practice: Prospect AI relies on Google Maps data. Narrow targeting criteria may limit available prospects after repeated runs. We recommend reviewing and refining your filters regularly.
ā” Smarter weekly scheduling
Previously, agents would wait until the next scheduled cycle to start.
Example:
- You create an agent on Tuesday and set schedule = Friday
- Agent waits until next week's Friday
New behavior
- Prospect AI now starts much faster.
- If the selected schedule hasn't passed yet, the agent will start during the current week instead of waiting for the next cycle.
Note: If the scheduled run is within the next 24ā36 hours, the first run may still be pushed to the following cycle due to processing windows.
Smarter monthly scheduling
Monthly schedules now behave more naturally as well.
Example
You create an agent during the first week of the month
Schedule = Second Week
- Previously: Agent would often wait until the following month
- Now: If the selected week hasn't passed yet, Prospect AI will start during the current month
This means agencies begin receiving value much sooner after setup.
Monthly lead allocation across agents
Managing multiple agents is now easier. We've improved the allocation experience with:
- Better visual indicators
- Clearer color coding
- Real-time visibility into: Total monthly allowance, Leads already assigned to other agents, Leads allocated to the current agent. Remaining available capacity
This makes it easier to distribute your lead budget across territories and niches.
Audit & enrichment controls
Prospect AI now gives you more control over what happens after a prospect is discovered.
Choose Which Audits Run Automatically. You can decide which Marketing Audit sections should be generated for new prospects
Automatically create contacts (Sub-Accounts)
For Sub-Account Prospecting, you can now decide whether Prospect AI should:
- Create a Contact automatically when a new prospect is found
- Or simply create the prospect without creating CRM records
This gives agencies more flexibility in how prospects enter their CRM workflows.
Why this matters
Prospect AI is becoming much more than an automated lead finder.
With:
- Multiple agents
- Territory management
- Lead allocation
- Automated audits
- Contact creation
You're starting to build an AI-powered prospecting team that works behind the scenes to continuously discover new opportunities.
Coming next
We're already working on the next wave of Prospect AI capabilities:
- Automatic opportunity creation: Agents will be able to create opportunities directly inside your Sub-Account pipeline whenever new prospects are discovered.
- Run history & logs: See: When an agent last ran, how many prospects were found, success/failure status, detailed execution logs
- Personalized outreach drafts: Generate AI-powered email drafts tailored to: Audit findings, business weaknesses, agencies strength etc
- Workflow trigger source filter for each agent
Please submit your ideas and suggestions here
Helping you move from discovery ā outreach even faster.