AI Agents 201 (Growth)

AI Agents 201

In AI Agents 101, you learned how to build foundational agents that answer straightforward questions using true/false, number, text, or multiselect logic on company records. Now in AI Agents 201, you’re unlocking the full potential of Unify’s agent system—including person-level enrichment, deeper text analysis, and layered qualification logic to power far more creative and intelligent outbound plays.

One of the most impactful upgrades is the ability to run AI agents on person records, not just companies. This means you can prompt agents to analyze an individual’s LinkedIn profile or digital footprint, and return detailed insights like years of experience, seniority level, or functional background. For instance, if you’re looking to reach only seasoned sales leaders, your agent might answer: “Has 15+ years of experience, currently VP of Sales, past roles in both marketing and revenue ops.” You can then use that result to qualify leads before ever writing a single email.

Where this gets especially powerful is when you combine agent outputs with AI snippets. Let’s say your target persona works on internal tools. You could build an agent that detects whether the person has experience with internal systems, and return both a true/false signal and a qualitative text description. That text—something like “Worked on internal tools at Retool and Airbnb”—can then be dropped directly into a smart snippet in your sequence: “Hi, I noticed your experience building internal tools at {agent_response}. We just launched an AI product that speeds up development. Interested in a quick demo?” Suddenly, your cold email sounds like a warm, relevant message—because it is.

You can deploy these agents within Plays just like company-level agents. Start with a trigger (like “Record enters audience”), then use the AI Agent node to define the logic. Based on the agent’s response—whether it’s years of experience, pricing model preference, or functional expertise—you can control whether a lead moves forward into your prospecting, loop, and sequencing steps. Using multi-select responses (e.g. “Seat-Based” vs. “Usage-Based” pricing models), you can even disqualify unfit leads automatically, so you’re only reaching out to companies that meet your exact GTM criteria.

AI Agents 201 gives you the tools to scale what used to take hours of manual LinkedIn research and custom copywriting. You can now identify highly specific personas, filter for technical buyers, personalize outreach with context-rich snippets, and auto-qualify records based on signals that go well beyond firmographics. Think of it as hiring an elite SDR team—but fully automated and always on.

With this module complete, you now know how to run agents on people, pull text into snippets, apply advanced qualification logic, and power end-to-end outbound with zero manual research. You’re ready to build outbound systems that feel handcrafted—but scale like software.