Prospecting Agent

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Overview

The Prospecting Agent is Every’s autonomous deal-finder. It scans the network you already have — your contacts, the people you email, who’s on your calendar, and anyone you’ve imported from LinkedIn — scores each potential deal for fit, relationship strength, and timing, drafts a first outreach message in your voice, and drops the strongest candidates into a Pending review queue for you to approve. You stay in control: nothing is sent and no deal enters your pipeline until you approve it. Once you do, the Sales Pipeline and its agent take over to sustain the conversation.

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What the agent does

When you start a scan, the agent works through a full discovery pass:

1. Reads your business context — what you sell, who you serve, and your active prospecting goal (your “selling motion”).
2. Looks at your existing pipeline so it doesn’t re-surface deals you’re already working.
3. Enriches sparse contacts — fills in company, role, and other professional details for thin records so they can be evaluated.
4. Lists eligible network contacts — everyone who clears a minimum bar of professional information.
5. Triages and deep-researches the most promising candidates.
6. Scores each one on fit, relationship, and timing.
7. Drafts an initial outreach email in your voice for the deals worth pursuing.
8. Saves the results into the Pending review column.

Discovered deals always start as Pending — the agent never places a deal directly into your visible pipeline. You approve or dismiss each one.

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Where it pulls from (your network)

The agent prospects across your existing relationships, not a cold-purchased list. It considers contacts from every source you’ve connected, with no bias toward any one of them:

• Manually added contacts
• Google Contacts (import and sync)
• Gmail — people you correspond with, and recent correspondence (used to gauge relationship and timing)
• Google Calendar — meeting history with a contact
• LinkedIn imports — connections and message history you’ve uploaded
• Booking-derived and enrichment-provided contacts

A contact needs at least one real professional anchor — a company, a title or role, an industry, a professional link, or a business email domain — before the agent will evaluate it. Name-only or personal-email-only contacts stay below the bar until enrichment finds better clues. For deeper signal, the agent reads recent Gmail correspondence (about 180 days) and calendar meeting history (about a year) for the contacts it shortlists.

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Scoring

Every candidate the agent shortlists gets a structured score made up of:

• Fit — how well the contact matches what you sell and who you target.
• Relationship — how warm the connection is (correspondence, meetings, shared history).
• Timing — signals that now is a good moment to reach out.
• Confidence — how sure the agent is in its read; low-confidence deals are penalized.

These combine into a single total score the agent uses to decide which deals are worth surfacing and drafting outreach for. Each deal carries its evidence and rationale, visible when you open it.

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Setting a prospecting goal (your selling motion)

A prospecting goal is a selling motion — an angle plus a targeting segment — that tells the agent what to look for. You set it from the prospecting card on the Pipeline page using a short three-field intake:

1. What are you trying to sell? (required) — accepts @-mentions of your services, which resolve to specific offerings.
2. Who do you want to target? (optional) — the segment you’re going after.
3. Anything else? (optional) — extra context appended to the goal.

If you don’t set a goal, the agent runs a sensible default derived from your business context — its “What are you selling?” shows your services summary so you can see what it’s working from. The default is a fallback identity; it never prompts you to review or merge it.

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Reusing vs. creating goals

When you enter a new goal, Every checks whether it matches a selling motion you already have:

• An exact match quietly reuses the existing goal.
• A likely match prompts you: “This looks like your existing goal ‘X’ — reuse it or create a new one?”
• A genuinely new motion creates a fresh goal and re-opens your full contact pool for it.

This matching is powered by a fast classifier so similar motions (“sell branding to hospitality” vs. “rebrand work for restaurants”) collapse into one goal instead of fragmenting your pipeline. Only goals you type are matched — the auto-derived default never triggers a merge prompt.

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Available Contacts

As you set or change a goal, the prospecting card shows an Available Contacts count scoped to that goal — how many people in your network are eligible to be scanned for this motion. It changes by goal because contacts already approved, dismissed, or recently triaged under the same goal are excluded.

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Running a scan

There are two ways the Prospecting Agent runs.

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On demand

Open the prospecting card on the Pipeline page, set or confirm your goal, choose a scan size (100, 200, 500, or 1,000 candidate contacts), and run it. Larger scans cover more of your network but cost more credits. The agent works through discovery and you can watch the run progress; results land in Pending when it finishes. You can also kick off a run by asking Every Agent in chat (e.g. “prospect my network for design clients”).

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As a scheduled Heartbeat routine

You can put prospecting on autopilot as a recurring Heartbeat routine. The Prospecting heartbeat scans your network on a schedule (a daily local cadence by default) and surfaces new Pending deals for you to review — so warm opportunities keep showing up without you starting a scan each time. Set it up from the prospecting card’s heartbeat pill or from the Heartbeat hub. Scheduled runs bill credits like a manual run, and the goal is re-resolved on each run.

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Reviewing results

Discovered deals appear in the Pending column on the Pipeline page. For each one you can:

• Open the deal to see the score, the evidence the agent found, and the drafted outreach.
• Approve it — the deal moves into your Lead stage and the Pipeline agent takes over.
• Dismiss it — the agent learns not to surface that contact for this goal again.

No outreach is sent automatically from the Pending queue. You preview and approve first.

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How it learns

The Prospecting Agent improves from what you do. Approving, dismissing, sending outreach, and saving prospecting settings all feed a learning loop: the agent reviews your explicit decision and, when the feedback is clear and durable, updates its own guidance so future runs reflect your taste. Learning is goal-aware. Durable feedback (“never pitch competitors”) generalizes across your org; goal-specific feedback stays scoped to that selling motion. Over time, scoring, enrichment, and outreach tone all sharpen to match how you prospect.

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Your professional profile

Prospecting quality depends partly on knowing who you are. Every keeps a per-user professional context (title, company, location, industry, a short summary, and your professional links) that the agent uses to disambiguate contacts and judge relationship strength. You can review and edit it — and let Every auto-enrich it — from your profile settings.

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Next steps