Getting Started
Open the Agent from the sidebar in the Sixtyfour dashboard. Enter a query describing what you want to accomplish, and the Agent handles the rest — creating workflows, running searches, and returning results. You can then chat with the Agent to refine your results. Ask follow-up questions, adjust filters, add enrichment steps, or change the output format until the pipeline matches your needs.What the Agent Can Do
Search for People and Companies
The Agent searches across Sixtyfour’s dataset using natural language. Find leads by job title, company, location, seniority, or any combination — or search for companies by industry, size, funding stage, and other criteria. Example queries:"Find CTOs at Series B AI startups in San Francisco""Search for marketing directors at companies with 50–200 employees""Find competitors to Snowflake in the data infrastructure space"
Build and Manage Workflows
The Agent creates end-to-end workflows from natural language. It selects the right blocks, configures them, connects them in the correct order, and handles data type conversions automatically. The Agent can also read, edit, run, and cancel existing workflows. It inspects a workflow’s current state before making changes to prevent conflicts. Example queries:"Build a workflow that finds VPs of Sales at fintech companies, gets their emails, and saves verified results to a notebook""Add a filter to my workflow that removes leads without a LinkedIn URL""Run my lead enrichment workflow and notify me in Slack when it finishes"
Construct Intelligence Pipelines
The Agent assembles multi-step pipelines using blocks across every category:| Category | Examples |
|---|---|
| Discovery | People search, company search, GitHub contributors, Google Maps businesses, job postings, Y Combinator companies |
| Enrichment | AI-powered people and company research, email finding, phone finding, email verification, reverse lookups |
| Extraction | Web scraping, subdomain enumeration, backlink analysis |
| Transform | Filtering, deduplication, text generation, data type conversion, grouping |
| AI | LLM-powered classification, extraction, or structured output per row |
| Output | Save to notebooks, send Slack messages, fire webhooks |
Handle CSV Data
Upload a CSV file and the Agent incorporates it into a workflow automatically. The Agent generates inline data on the fly and provides real-time feedback directly in chat.Manage Notebooks
The Agent lists, inspects, and creates notebooks — Sixtyfour’s managed spreadsheets for storing enriched data. Workflows output directly to notebooks, and the Agent can set that up as part of any pipeline.Optimize for Cost
The Agent proactively suggests ways to reduce credit usage. It places filters before expensive enrichment steps, warns before running high-cost operations, and requests only the fields you need.Access Account Information
The Agent shows your credit balance, usage statistics, team members, and organization details. It can generate invite links for new members.Review Run History
The Agent retrieves execution logs for any workflow, showing run status, timestamps, rows processed, and credit costs.Research the Web
The Agent searches the web for up-to-date information when needed — identifying companies in a specific market, confirming current data, or informing workflow design with real-time context.How the Agent Works
The Agent is built around a few core principles:- Type-aware. Sixtyfour workflows operate on two data types — Lead (people) and Company (organizations). The Agent ensures blocks connect in valid sequences and inserts conversion blocks (like Extract Leads) automatically when a type change is required.
- Safety first. The Agent reads a workflow’s current state before making edits, preventing conflicts with in-progress runs or existing block configurations.
- Proactive. The Agent suggests optimizations and flags potential issues — like placing filters before expensive enrichment steps — rather than executing blindly.
- Honest. If the Agent lacks enough information to answer a question or build a workflow, it says so rather than guessing.
Example Use Cases
| Goal | Example query |
|---|---|
| Build a prospecting list | "Find 50 engineering managers at healthcare companies in Boston and get their emails" |
| Research a market | "Search for AI infrastructure companies founded after 2020 with more than 50 employees" |
| Enrich existing data | "Take my leads notebook, enrich each person, filter for verified emails, and deduplicate" |
| Monitor competitors | "Find all developers who starred Competitor's GitHub repo and get their LinkedIn profiles" |
| Automate outreach prep | "Build a workflow that finds decision-makers at target accounts, researches each person, generates a personalized intro, and saves everything to a notebook" |
Agent Tips
- Be specific. The more detail you give — job titles, locations, company criteria, desired output — the better the Agent’s first result.
- Iterate. The Agent is conversational. Refine your query, ask it to adjust filters, or add steps to an existing workflow.
- Let the Agent optimize. It knows which block ordering minimizes credit usage. Describe the outcome you want and let it choose the pipeline structure.