All agents

Customer Acquisition Agent

An autonomous SDR that discovers, verifies, scores, and contacts net-new ICP-matched prospects every run, then hands qualified deals to your CRM to lower CAC.

View in marketplace Open dashboard

The Customer Acquisition Agent is a full top-of-funnel system that builds your pipeline without an SDR. Each run it reviews its own outreach stats, discovers companies matching your ideal customer profile via web search and first-party site crawling, verifies emails (never fabricating leads), scores fit, creates contacts and deals, and either sends compliant first-touch outreach or drafts it for approval. Qualified deals land in the built-in CRM (optionally mirrored to HubSpot) for the CRM System Agent to nurture and close.

What it does

This agent exists to lower CAC by automating the entire prospecting motion: sourcing, qualification, and first contact. It operates a closed feedback loop — it starts each run by reading 30-day outreach performance (sends, open/click/reply rates) and adapts messaging, targeting, and timing accordingly. Discovery is first-party by default: it uses web_search to find target companies, then crawls each company's public pages (about/team/contact) with crm_discover_leads to extract real published emails, company info, social links, and detected tech stack — with crm_guess_email to infer a named person's address from common patterns and verify it. Every candidate is deliverability-verified (valid/invalid/risky/catch_all) before it enters the address book; clearly undeliverable addresses are skipped. It then enriches notable accounts, creates and scores deals, and runs outreach. (If a Hunter/Apollo provider key is configured, crm_find_leads can also source via that provider; otherwise it falls back to the first-party crawl.)

Outreach is compliance-first and bounded. In Autonomous mode it sends a tailored first-touch (under 120 words, one true detail referenced, one CTA, signed as your configured sender) or enrolls prospects into a multi-step sequence; in Human-in-the-loop mode it drafts the message and creates a task for you to review. Every email carries an unsubscribe link and your configured company physical address (CAN-SPAM), suppressed contacts are never emailed, and the configured daily send cap is respected. If you point it at a connected external CRM, it also mirrors each contact into HubSpot. The agent runs up to 14 turns per execution and always finishes by recording an output summary: prospects discovered, verified, added, deals created and scored, emails sent or drafted, and the current open/reply rates.

How it works

Your Business
1
Review & adapt
Calls crm_outreach_stats to read the last 30 days of sends and open/click/reply rates, then adjusts messaging, targeting, and timing for this run.
2
Discover prospects
Uses web_search to find companies matching your ICP, then crm_discover_leads to crawl each company's public pages for real published emails, company info, socials, and tech stack (crm_guess_email infers and verifies a named person's address; crm_find_leads can use a Hunter/Apollo provider if a key is set). Never fabricates companies or emails.
3
Verify & build address book
crm_bulk_upsert_contacts verifies each email's deliverability and upserts (dedupes) valid prospects into the CRM; undeliverable addresses are skipped.
4
Enrich, create & score deals
Enriches notable accounts (crm_enrich_company), then creates and scores a deal per qualified prospect (crm_create_deal, crm_score_deal).
5
Outreach (send or draft)
Within the daily send cap, enrolls prospects into a multi-step sequence or sends a compliant first-touch (crm_send_email) in Autonomous mode; in Human-in-the-loop mode it drafts the message and creates a task (crm_create_task). Every email includes an unsubscribe link + company address; suppressed contacts are skipped.
6
Mirror & hand off
If a connected CRM is configured, mirrors each contact to HubSpot (crm_sync_external). Scored deals land in the shared pipeline for the CRM System Agent to nurture.
7
Record output
Finishes with record_output: a run summary of prospects discovered, verified, added, deals created/scored, emails sent/drafted, and current open/reply rates.
Outcomes delivered

Setting it up — owner / admin

  1. 1
    Deploy from the dashboard
    From the agent listing, open the Customer Acquisition Agent and deploy it. Its deployment page lives at /dashboard/agents/[id], where you configure, schedule, and run it.
  2. 2
    Connect tools
    In /dashboard/tools, connect a mailbox for sending and reply capture (or use the platform mailer). The built-in CRM is shared with the CRM System Agent and needs no connection. To mirror leads externally, connect HubSpot — required only if you set 'Where leads land' to the connected option.
  3. 3
    Fill the core config fields
    Set 'Ideal customer profile (ICP)' (who to find), 'Where to look' (directories, funding news, specific sites), and 'Your value proposition' (used in outreach). These three drive discovery and messaging.
  4. 4
    Set outreach identity & style
    Choose 'Channels' (Email, or Email + LinkedIn with LinkedIn manual for now), 'Outreach tone' (Friendly/Formal/Concise), 'Sender name' and 'Reply-to / sender email', and the required 'Company address' for CAN-SPAM compliance on every email.
  5. 5
    Set volume, cadence & autonomy
    Pick 'New prospects per run' (5/10/25), 'Daily send cap' (20/50/100), 'Sequence step gap' (2/3/5 days), 'Autonomy' (Human-in-the-loop draft+task, or Autonomous send), and 'Where leads land' (built-in, or built-in + connected CRM).
  6. 6
    Schedule it
    Set 'Run frequency' to Daily (typical for prospecting), Weekly, or Monthly so it runs automatically. You can also trigger it on demand at any time.
  7. 7
    Do the first run
    After saving ICP + value prop, hit Run now on the deployment page to get your first batch of scored prospects into the CRM. Start in Human-in-the-loop to review drafts, then switch to Autonomous once the messaging looks right.

Using it day to day — your team

  1. 1
    Review the run summary
    After each run, open the agent's deployment page at /dashboard/agents/[id] to read the recorded output: prospects discovered, verified, added, deals created/scored, emails sent or drafted, and current open/reply rates.
  2. 2
    Work the new pipeline
    Go to /dashboard/crm to see the net-new contacts and scored deals the agent added this run, ready to work or hand to the CRM System Agent.
  3. 3
    Approve or edit drafts (Human-in-the-loop)
    In Human-in-the-loop mode, each prospect comes with a drafted first-touch and a task. Review the draft, edit if needed, and send — or let the CRM agent pick it up.
  4. 4
    Handle replies
    When a prospect replies, the agent classifies intent (interested / meeting_request / objection / not_now / unsubscribe), logs it, updates the deal score and stage, and either replies (Autonomous) or creates a task for you. Stop requests are honored automatically.
  5. 5
    Run targeted prospecting on demand
    Feed a specific signal or list (e.g. a market segment or recent-funding event) and trigger a run to discover, verify, score, and start outreach for just that set.
  6. 6
    Monitor outreach performance
    Track open and reply rates surfaced in each run summary; the agent uses these to adapt messaging and targeting on the next run.

Use cases

Always-on prospecting
Set your ICP and target market, schedule it daily, and it discovers, verifies, qualifies, and adds new scored prospects every run — no manual list-building.
Feeds the CRM pipeline
Every qualified prospect becomes a scored contact + deal in the shared, tenant-isolated pipeline that the CRM System Agent then nurtures to close.
Targeted campaigns from a signal
Point it at a market, segment, or supplied list (e.g. recent funding news) and it builds and works a fresh, verified prospect list for that target.
Agency multi-client prospecting
Run separate deployments with different ICPs, senders, and compliance addresses to prospect on behalf of multiple clients with isolated pipelines.

What to expect

  • A steady batch of net-new, ICP-matched, deliverability-verified prospects added to the CRM every run (5/10/25 configurable)
  • Each prospect researched, fit-scored, and turned into a contact + deal ready to work
  • Compliant personalized first-touch outreach sent (Autonomous) or drafted with a task for approval (Human-in-the-loop)
  • Replies auto-classified, logged, and reflected in deal score/stage, with stop requests honored
  • Optional mirroring of every contact into a connected HubSpot CRM
  • A per-run output summary with discovered/verified/added counts, deals created, sends/drafts, and open/reply rates

Metrics to watch

  • Net-new verified prospects added per run (vs. the configured quota of 5/10/25)
  • Email verification pass rate — share of discovered prospects that survive deliverability checks
  • Open rate and reply rate over the trailing 30 days (the agent adapts on these)
  • Deals created and average fit score per run
  • Reply intent mix (interested / meeting_request / objection / not_now / unsubscribe)
  • Daily sends staying within the configured cap with zero suppressed-contact sends

FAQ

Does it make up leads?
No. It discovers and verifies real companies and people via web_search plus first-party crawling of each company's own site, and every email is deliverability-checked before it's used. Clearly undeliverable (invalid) addresses are skipped, never invented; if it can't confirm an email for a real person, it can still add the contact and leave a task to find it.
Will it email prospects automatically?
Only in Autonomous mode. In Human-in-the-loop mode it drafts the outreach and creates a task for you to review and send. In both modes every email includes an unsubscribe link and your configured company address, suppressed contacts are never emailed, and the daily send cap is respected.
How does it pair with the CRM System Agent?
It fills the top of the funnel — new verified contacts and scored deals — on the same shared, tenant-isolated pipeline. The CRM System Agent then nurtures and closes those deals. Running both together is the recommended setup.
What do I need to connect, and can I use my own CRM?
Leads land in the built-in CRM by default with no connection required. For sending you connect a mailbox (or use the platform mailer). If you set 'Where leads land' to the connected option and connect HubSpot in Tools, it also mirrors each contact to HubSpot via crm_sync_external.
How often does it run and how much does it produce?
Set Run frequency to Daily (typical), Weekly, or Monthly, or trigger it on demand. Each run targets your configured 'New prospects per run' (5, 10, or 25) and sends within your daily cap (20, 50, or 100), running up to 14 turns before recording its summary.