If you use AI prospecting inside your CRM, it’s important to know what your agents are doing, what results they’re finding, and where new leads are going. These updates make it much easier to stay on top of your prospecting efforts without digging through multiple screens.

📌 Why This Matters

When you’re busy running a business, you need quick answers: Are your AI agents finding prospects? When did they last run? Why did one agent come back with no results? With better visibility, activity tracking, and direct pipeline placement, you can spend less time checking systems and more time following up with real opportunities.

✨ What’s New

• Redesigned agent cards: Each AI agent card now shows total prospects discovered, last successful run, next scheduled run, agent description, specialization, and quick access to the prospects it found.
• Dedicated agent workspace: Clicking an agent now opens its own workspace instead of edit mode, making it easier to review performance before making changes.
• Summary view: See configuration details, prospect stats, search criteria, next scheduled run, and all discovered prospects in one place.
• Activity view: Review execution history, previous runs, upcoming schedules, and success or failure logs to understand how each agent is performing.
• Activity center insights: You can now see when an agent last ran, when it will run next, how many prospects it found, which business categories were discovered, and its historical logs.
• Helpful recommendations: If no prospects are found, the system explains why and suggests practical fixes like increasing search radius, relaxing score filters, lowering rating requirements, or adjusting monthly usage limits.
• Dashboard metrics: Get a quick view of total agents, active agents, total prospects discovered, and monthly lead usage across your account.
• Faster navigation: A search bar helps you quickly find a specific agent as your setup grows.
• CRM pipeline placement: New prospects can now be sent directly into the pipeline and stage you choose, so they’re ready for review and follow-up right away.

🛠️ How to Use It

1. Step 1: Open your AI prospecting dashboard and review the agent cards to quickly see which agents are active, when they last ran, and how many prospects they’ve found.
2. Step 2: Click into an agent’s workspace to check the Summary view for targeting details and the Activity view for run history and logs.
3. Step 3: If an agent is not finding enough prospects, review the recommendations and adjust filters like search radius, score requirements, or rating criteria.
4. Step 4: Use the dashboard metrics and search bar to manage multiple agents more easily as your prospecting expands.
5. Step 5: Set the destination pipeline and stage so every new prospect is automatically added to the right place in your CRM for fast follow-up.

💡 Pro Tip

Check your agent activity weekly and send new prospects straight into your sales pipeline so promising leads don’t sit untouched and turn into missed revenue.