The AI Agent Qualification Play

Automating account research with AI agents helps you qualify leads in seconds. Here's how to run this play in Unify:

Building Your AI Agent‍

‍Start with an audience of website visitors that meet your basic criteria. Create an AI agent to research companies, checking their websites and available data. Set specific qualification questions - like confirming B2B focus, checking for pricing pages, or identifying key company characteristics.

Creating Your Play

‍Set up a play that uses your AI agent to qualify accounts that enter your audience. Configure the agent to only move forward with companies meeting your criteria. For qualified accounts, prospect for relevant roles like DemandGen and RevOps in your target regions.

Automating Account Research

‍Let the play run and the AI agent will research each company and document its findings. Monitor qualification decisions through detailed logs showing exactly how accounts were evaluated. The AI Agent automatically logs step by step reasoning and qualification decisions for each account.

By using AI agents to research and qualify accounts, you can ensure your outbound efforts focus on the most valuable opportunities.