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AI Leads Engine

ZicAgent builder: saved AI agents

Saved AI instructions you can test and run as a column on your tables.

What it is

ZicAgent under Orchestration in the Leads Engine menu is where you build reusable agents: a prompt, inputs, outputs and tools you can run on any table. It is separate from the ZicAgent chat in the corner of every page.

1 Describe the agent. 2 Build agent. 3 Start from a template. 4 New.

Build an agent

  1. Describe what the agent should do and click Build agent, or click New to start empty, or Templates.
  2. Under Configuration, set the name, type, model, inputs, outputs and tools.
  3. Write the prompt, or let the Prompt assistant write it.
  4. Choose a table and click Test to try it, then Save.
  5. Click Add to table to run it as a column.
1 Configuration. 2 Prompt. 3 Prompt assistant. 4 Test and Save.

Personalization

  • Open a table's Overview and use Personalize this list to write an opening line for each lead (1 credit per lead, none with your own AI model).

Tip

  • Fill in AI Training first, so every agent knows what you sell and who you sell to.