Overview
When you choose Auto prospect sourcing in the Campaign Wizard, your Agent uses natural language targeting to find high-quality leads for you. The key to getting great results is providing a clear, focused audience description that the Agent can translate into smart filters.
How It Works
When you enter your audience description—such as:
“VPs, Sales Directors, and Sales Managers at mid-size software companies in Philadelphia”
—the Agent will:
Translate your description into targeting filters (e.g., Title → VP, Industry → Software).
Show sample leads that match your criteria.
Flag missing or conflicting criteria if your search needs improvement.
You can adjust your instructions and re-test until the examples look right.
Writing a Strong Target Persona Query
The Agent works best when you focus on a few core criteria, then let it intelligently fill in the rest. Too many filters or overly complex descriptions can overwhelm the system.
We recommend starting with these fields:
Title / Role – e.g., VP of Sales, Marketing Director.
Industry – e.g., SaaS, Healthcare, Manufacturing.
Location – e.g., Philadelphia, United States, North America.
Company Size or Revenue – e.g., 51–200 employees, $10M–$50M annual revenue.
Keeping your criteria simple ensures your Agent can:
Apply additional smart filters automatically.
Pull in a broader pool of relevant, high-quality prospects.
Adapt your targeting over time based on performance.
Pro Tip: If your test results aren’t what you expect, simplify your description and re-test. Once you have a solid match, your Agent will take it from there.
[Read more on how the Agent sources leads → How the Agent Finds and Validates Prospects]