Overview
What are Contact Agents?
Contact Agents are AI-powered tools that automate qualification, enrichment, play generation, and contact info discovery for prospects.
When should I use them?
To qualify contacts based on persona cards
To enrich contacts with DISC and LinkedIn insights
To generate personalized outreach plays
To find verified emails and phone numbers
What does each contact agent do?
Qualification Agent: Checks if the contact matches persona criteria.
Play Generation Agent: Creates personalized outreach plays.
Email/Phone Finder: Finds and verifies contact info.
Generate Digital Twin: Adds DISC and LinkedIn insights
Before You Start
Sales Ops should have set up recommended workflows
Step-by-Step Guides
Launch Contact Agents via Workflow (Recommended)
Select one or more contacts in the Contact List.
Click "Launch Workflow."
Choose the recommended workflow for your use case.
Launch Individual Contact Agents
Select a contact.
Click the specific agent you want to run (qualification, play generation, email/phone finder).