Find the right potential customers and send the first sales message. The Prospecting Agent researches companies and contacts, ranks them against your target customer profile, and sends a tailored first message to qualified prospects. Your team spends less time gathering information and more time in relevant conversations.
Finding new customers takes time. Sales teams search across different systems, repeat the same research, and work with incomplete contact details. Even with a long list of names, it is hard to know who to contact first or what to say.
The Prospecting Agent turns information from approved sources into an organized list of potential customers. It explains why each prospect may be a good fit and highlights details that need checking before your team takes the next step.
Your business decides which sources the agent may use and which actions need approval. The agent shows the supporting information behind each recommendation, so your team can check it before reaching out.
Set your ideal customer profile by industry, company size, location, and business requirements.
Finds matching companies and contacts, gathers supporting information, and ranks prospects by fit.
Creates and sends tailored first messages to qualified prospects through approved channels.
Identify potential customers and focus on high-quality prospects.
Discover new opportunities and connect with relevant companies.
Improve prospect research, prioritize leads, and streamline sales preparation.
An industrial automation company wants to reach mid-sized manufacturers that are expanding into new plants. The sales manager defines the target customer profile and approves the information sources. The agent researches matching companies and contacts, then prepares a ranked list that explains each match and flags information that needs checking. It then sends personalized opening messages to qualified prospects who match the target customer profile, through approved channels. The team picks up the conversations that follow, without hours of manual research.
The agent can be configured for different sectors.
Your business decides what information the Prospecting Agent can access, which channels it can send through, and which actions need approval. Messages go only to qualified prospects who match your target customer profile. Missing or conflicting details are flagged for review.
Pricing: Contact Sales
Integrations
It finds the right potential customers and sends the first sales message. It researches companies and contacts from approved sources, ranks them against your target customer profile, and sends a tailored message to qualified prospects.
It can be adapted to your industry by setting your target customer profile, approved sources, and contact rules.
No. It handles research and first outreach, so your team can focus on conversations. Sensitive decisions and actions outside approved limits go to an authorized person.
Yes, it can connect to supported CRM, research, email, collaboration, and data platforms, depending on integration availability and permissions.
The agent can be configured around your data sources, terminology, review steps and approval responsibilities, subject to supported Worktual functionality. A pilot is the best way to test your common cases and exceptions.
Track time spent researching prospects, the share of recommended prospects your team accepts. Compare these results with your current process during a pilot.
The process can be designed around your data sources, business terminology, review requirements, output format, and approval responsibilities, subject to supported Worktual functionality. A pilot should test your common cases and unusual exceptions so the configuration reflects how employees actually work.
Contact Worktual for a quote based on your requirements, usage, system connections, and support needs.
