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Overview

Every’s Prospecting Agent finds potential clients among people you already know. It searches the contacts and relationship data you choose to connect, researches promising matches, scores them for fit and relationship strength, and puts the best matches in Pending for review. This is warm-network prospecting, not a cold-contact database. Every does not buy a lead list or send automatic outreach to everyone it finds. For a public explanation of how this differs from list-based prospecting, see AI lead generation from your existing network. For the broader relationship-to-client workflow, see Every’s AI CRM guide.

Open Deals

The Prospecting Agent runs from the Deals page, and approved deals land there
Prospecting uses AI credits. The work required depends on the size of the search and how much enrichment or research the agent needs to do. See What is a credit?.

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How warm-lead discovery works

When you run a search, Every:
  1. Reads what your business sells and the audience you want to reach.
  2. Excludes contacts that are already clients, already being worked, or have been rejected.
  3. Enriches contacts that need more professional context before they can be evaluated.
  4. Reviews relationship evidence and professional fit across the eligible network.
  5. Researches the strongest candidates more deeply.
  6. Saves qualified matches to Pending with a reason, evidence, and score.
The search keeps working toward the number of leads you requested. If it cannot reach that number, the result explains whether the remaining network was already represented, missing enough professional data, previously reviewed, or otherwise ineligible.

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Where Every looks

Every searches the relationship sources you have added to your workspace:
  • Contacts you created or imported
  • Google Contacts
  • Gmail correspondence and Google Calendar meeting history, when those permissions are connected
  • LinkedIn connections and message history you imported
  • Contacts brought in through supported integrations or enrichment
Every uses evidence from the relationship itself rather than treating one source as inherently better. A first-degree LinkedIn connection, recent correspondence, meetings, and a complete professional record can all help establish that a relationship is warm.
Every only uses sources you connect or import. Google Drive access is file-by-file, and Google permissions can be managed separately. See Google Workspace.

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How leads are scored

The Pending review shows the two primary decision scores:
  • Fit — how closely the person matches what you sell and who you want to reach.
  • Relationship — how strong the available path is based on your recorded history and connection evidence.
The agent also considers timing, confidence, professional context, and contactability when deciding whether to surface a match. Open a Pending lead to see the evidence and rationale behind the recommendation; a score is a decision aid, not proof that someone will buy.

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Choose who you want to find

Open Deals → Find warm leads to set the audience for a search. The scheduled Warm Leads routine uses your saved targeting and searches automatically. You can manage its schedule and the number of new matches it should find from the same dialog. Your saved targeting persists between runs. Updating it lets Every reconsider contacts against the new audience without wiping your existing review history.

Manage Warm Leads

Review the schedule and other recurring agent tasks
A custom search is a one-time run with a specific target and lead count. It does not change the scheduled search. You can reuse a past target, or describe a new one in plain language. Examples:
Running the same target again continues through the eligible network instead of starting the search history over.

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Review before anything happens

Every puts every discovered match in Pending. At this point the lead has a rationale and score, but no outreach draft has been sent and the person is not yet in the active pipeline.
  • Approve moves the match to Lead. The pipeline agent then builds the sales plan and prepares the first outreach draft.
  • Reject removes the match and suppresses that contact from future searches. You can add a reason to teach Every what to avoid.
Nothing is sent from Pending. Later, when the pipeline prepares outreach, you still review the exact message before sending it.

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Teach Every what a good lead looks like

Every learns from the leads you approve or reject and from guidance you add under Warm lead preferences. Use preferences for durable rules such as:
You can review and remove learned preferences. Rejecting a contact suppresses that person globally; the optional reason helps improve the broader scoring pattern.

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Frequently asked questions

No. Every starts with the contacts and relationship sources you authorize. It can enrich and research those records, but it does not sell a third-party list of strangers.
No. Matches first appear in Pending. You approve a lead before the pipeline prepares outreach, and you review the message before it is sent.
The contact is removed from review and suppressed from future searches, even if you later change your targeting. Adding a reason also gives the agent a useful preference signal.
The eligible network may be smaller than the target. Existing clients, active or previously reviewed deals, rejected contacts, and records without enough professional data can all be excluded. The completed run summarizes what happened.

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Next steps

Sales Pipeline

Manage approved leads, plans, outreach, proposals, and invoices

Scheduled Tasks

Manage recurring Warm Leads and other agent tasks

Google Workspace

Connect Gmail, Calendar, and Contacts as relationship sources

Manage Contacts

Import and organize the network Every can evaluate

AI Lead Generation Guide

Compare warm-network discovery with cold-list prospecting
Need help? Contact support at hello@every.ai