How to Build an Autopilot Search with AI Agents

Modified on Fri, 27 Mar at 8:28 AM

Learn how to create an Autopilot AI Agent in the Lead Generation Tool. Automate recurring searches, generate summaries, email intros, subject lines, and send leads to your CRM for consistent prospecting.

Overview

The Lead Generation Tool's Autopilot AI Agent automates recurring searches, generating leads, summaries, email subject lines, and intros, then sending them to your CRM. This saves time, streamlines prospecting, and ensures consistent outreach.

Step-by-Step: Build an Autopilot Search AI Agent

Step 1: Navigate to AI Agents

Go to AI Tools → AI Agents
Click New Agent
Enter a name (e.g., TestAutopilot) and a description
Click Save Changes → Save

Step 2: Configure Wallet (Optional)

If prompted, configure your wallet by clicking the hyperlink in the pop-up
Or skip for now by clicking Save → Close

Step 3: Set AI Agent Trigger

Drag your AI agent to the AI Builder map
Select the saved list to trigger the agent (e.g., Plumbers in Jackson)
Choose Autopilot Search as the trigger
Set frequency (Daily or Weekly) → Save

Step 4: Configure Autopilot Search Details

Enter search criteria (e.g., role, location)
Set the maximum number of results per period
Click Continue to confirm search details → Continue

Step 5: Add AI Assistant Prompts

Assign AI Assistant tasks such as:
- Company Summary → Save
- Subject Line → Save
- AI Intro (first paragraph of email) → Save
Step 6: Configure CRM Integration
- Choose how many emails to send (first email, first three, all, etc.)
- Click Save
Step 7: Publish AI Agent
- Review trigger, tasks, and CRM integration
- Click Publish → Confirm
- The Autopilot AI Agent is now active and sending automated searches to your CRM