You can assign tasks to your AI sales research agent to go out and conduct top of funnel research for your outreach efforts. It can look up and compile a list of people or companies with contact info that fit specific requirements. For example you can ask the Clay AI agent to compile a list of "Series B+ fintech startups in the Bay Area with 50-500 employees."
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!
You can learn more about setting up other AI agents here.