🤖 Agents are here: hand off the prospecting busywork

Describe a prospecting job in plain English and Salesgear builds an agent that runs it for you. It finds the right people, checks them, and enrolls them in your sequence, on a schedule or the moment something happens. You test it first and approve the first real run, so nothing reaches a prospect until you say yes.

What changed

• Describe the job in plain English, or start from one of 9 ready-made agents
• A test run shows exactly who an agent would enroll before anything happens
• The first real run waits for your approval, and caps keep every run in check

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Three ways to create an agent

Describe it in plain English. Type what you want, for example: “When a past champion joins a new company, check the company fits our ICP, verify their email and add them to our Champions sequence.” Salesgear drafts the agent. Your description stays on screen next to the drafted flow, so you can check one against the other before you turn it on.

Start from a ready-made agent. Pick a guided setup and fill in a few fields instead of starting from a blank page.

Build it step by step. For full control, use the canvas: choose any trigger, then add steps, waits and branches.

The 9 ready-made agents

Agent	What it does
Daily ICP Prospector	Finds people who match your ideal customer profile on a schedule and enrolls them in a sequence.
Event agent	Reacts the moment something happens to a contact, and acts on it.
Prospect from a list	Takes contacts from a list or saved search, enriches them and enrolls them.
Companies → people	Finds companies with a List Builder saved search, gets the right people inside them, enriches them and enrolls them.
Lookalike companies	Give it up to 5 of your best accounts. It finds companies that look like them, gets their people and enrolls them.
Import from LinkedIn	Imports a Sales Navigator search, the people who engaged with a post, or an event’s attendees, then enriches and enrolls them.
Reply router	When a contact replies, it routes them by what they said: acts on positive replies and stops outreach on negative ones.
Target accounts (ABM)	Works an account list, finds the buying committee at each target account, enriches them and enrolls them.
Daily activity report	Every morning, posts yesterday’s email, LinkedIn and call numbers to Slack, for you or your whole team.

What can start an agent

A schedule. Daily, weekdays only, or the days you choose, at a set time in the agent’s own timezone.

Run now. One click for a one-off job.

Something happening. 15 signals, including a reply on email or LinkedIn, an accepted connection request, an open or a click, a bounce, a stage change, a contact finishing a sequence, a logged call and an opt-out. You can narrow each one, so “someone replied” becomes “someone replied to the Q4 campaign and is now at Interested.”

What an agent can do

Everything an agent does is something you could do by hand in Salesgear. The agent just does it reliably, every time.

Step type	Examples
Find people and companies	From your ICP, a saved search, a contact or account list, your CRM, lookalikes of your best customers, or a LinkedIn search, post or event
Fill in what’s missing	Find and verify an email, deep-research a person, fill in company details, classify anything with AI
Narrow it down	Skip anyone already processed, skip do not contact and undeliverable addresses, keep only ICP fits, or apply your own rules on about 40 attributes
Branch and wait	Split by a condition or by replied vs no reply, wait a set time, or wait for a reply and carry on when it arrives
Act	Enroll in a sequence, create a task, add a note, update the contact, move an account to a stage, export to your CRM, pause or stop a sequence
Tell you	A Slack post, a webhook or an email digest

Agents don’t write or send emails themselves. They enroll people in your sequence, or create a task for a person on your team.

You stay in control

Control	What it means
Test run	Shows exactly who the agent would work and what it would spend, and does nothing else.
Approval on the first run	Before an agent reaches anyone for the first time, it stops and asks. Change what it does and it asks again. You can also require approval on every run.
Caps	Set a limit on people per run and on credits per run.
Business hours	Keep runs inside working hours, so nothing goes out at 3am.
Never the same person twice	Each agent remembers who it has already processed.
Full run history	See who was found, what happened to each person, what it cost and why the run started.

Notifications: for each agent, choose a daily digest, a note after every run, an alert only when a run fails, or nothing. Get them by email, in Slack, or both.

Credits: most steps are free to run. Only finding an email, deep research and prospect sourcing use credits.

Three agents to start with

Never miss a follow-up. When someone replies, the agent reads the reply, creates a task for the rep on the interested ones and stops outreach on the rest. It runs the moment the reply lands.

Catch champions who move. When a past champion joins a new company, the agent checks the new company fits your ICP, verifies their email and enrolls them, after your approval.

Start every morning with the numbers. The Daily activity report posts yesterday’s email, LinkedIn and call activity to Slack for the whole team.