The AI account research agent allows you to assign tasks to a dedicated agent that will return research work directly in Dart.
The initial setup can be completed in five minutes or less.
Implementation
First, create or use your existing Clay account. Then, copy our template into your account. To configure the template for your case,
Click the + button at the right of the 'Webhook' column, then 'Import and run'
Copy the webhook for use below
Add an Auth token and copy that for use below as well
Then visit the Dart agents page and click Add agent -> Clay, and paste these details in the respective boxes.
Back in Clay, right click the 'Send to Dart' column -> 'Edit column', and then paste your webhook URL into the 'Endpoint' box.
Once you've added those details, close the window and you should see your Clay agent ready for use.
Now, just assign tasks to your Clay agent in any dartboard that it has access to and you'll be able to automatically query and enrich account data!