The Agent is included on the Enterprise plan. Talk to sales to enable it.
Start a chat
Click New chat in the sidebar and describe what you want. Follow up in the same chat to refine filters, add enrichment steps, or change the output.
What the Agent can do
Example requests:
"Find CTOs at Series B AI startups in San Francisco""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""Take the attached CSV, enrich each person, and keep only verified emails""How many credits did my workflows use this week?"

How the Agent builds workflows
- Workflows pass two data types, Lead (people) and Company. The Agent inserts conversion blocks such as Extract Leads when a step needs the other type.
- The Agent places filters before costly enrichment steps and asks before actions that spend credits, unless YOLO mode is on.
Agent preferences
Open Settings → Agent Preferences to configure the Agent.

Tips
- Name the job titles, locations, company criteria, and output you want. Specific requests produce a better first result.
- Ask the Agent to show the plan before it runs anything costly.
- Put standing instructions, such as your ideal customer profile or columns you always want, in Guidance instead of repeating them.