How to Generate AI-Prospected Leads
What Is AI Prospect Generation?
The AI Prospect Generation feature automatically delivers 2–3 high-quality business prospects to your CRM each week, based on your chosen niche and geographic area. Using intelligent scoring and data analysis, it helps agencies and local businesses discover promising leads with minimal manual effort. Once enabled, the AI reviews your configured niche and location preferences to identify matching businesses and presents them directly on your dashboard, ready for outreach.
Availability
This feature is available to all agencies and locations via Labs. If you are subscribed to Premium Prospecting, you will receive premium reports via AI; otherwise, basic reports are provided by default.
How to Enable AI Prospect Generation
For Agencies
Go to Labs within your agency account. Toggle ON the Prospect by AI option. Then navigate to Prospecting → Settings → AI Report Configuration. Turn ON the AI Recommendations toggle and save your settings.
If you are on a free plan, you can still use this feature and receive 2–3 AI-generated prospects each week, but the reports will be basic rather than premium.
For Sub-Accounts
Go to Labs within your sub-account. Toggle ON Prospect by AI. Then navigate to the Marketing tab, select Prospecting → Settings → AI Report Configuration, and turn on the feature.
Note: To access Prospecting in a sub-account, you must first enable it under the reselling tab in your agency account.
How to Configure AI Prospect Generation
Select up to three niches for which you want to generate prospects. Set the country, city, area, and postal code so the AI can use them to find relevant businesses.
Basic reports are available to all users by default. To generate premium reports, you must first subscribe to Premium Prospecting.
Where to View Generated Prospects
New prospects appear directly on your Prospecting Dashboard. Look for the AI Recommended card, which refreshes every 2–3 days. A notification badge will alert you as soon as you open the Prospect Dashboard when new recommendations are ready.