Understand the client's task
Ask about the target business type, location, offer, required characteristics and explicit exclusions. Follow up on missing details that change the work, and keep confirmed information separate from assumptions.
AI agent for prospect research agency owners
Your AI prospect discovery agent. Relevant companies, with the reasons.
Create an AI prospect discovery agent with its own page and URL. Give your clients a company shortlist with source links, fit reasoning and unresolved qualification questions through text or voice.
Sell a focused prospect research session or a company shortlist with a stated verification scope.
01
Your client starts a conversation.Your client talks through the task by text or voice.
02
Illustrative previewThe page becomes their result.The agent makes the whole page the result of that conversation.
- ~15-20 minFirst demo
- ~3-5 hoursWorking agent
- 1 clickPublish
Overview
With Agentplace, you create an AI prospect discovery agent for prospect research agency owners. It gets its own page and URL. Clients open its link, describe the target business type, location, offer, required characteristics and explicit exclusions, and work toward a company shortlist with source links, fit reasoning and unresolved qualification questions. You provide your research sources, company-matching criteria, evidence standards and list-delivery format.
Translate a client's target description into a research scope, find candidate businesses and explain why each fits. Keep unverified characteristics separate from observed facts and let the client refine the list before export. If the client excludes franchises, revisit every candidate against that requirement and keep uncertain ownership classifications visible instead of silently guessing.
Sell a focused prospect research session or a company shortlist with a stated verification scope. The agent chooses and updates the content and components across its whole page. Clients can inspect the current result while directing the work through text or voice.
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What you get
AI prospect discovery agent for prospect research agency owners
An AI prospect discovery agent is a customer-facing specialist for prospect research agency owners. Clients open its link, describe the target business type, location, offer, required characteristics and explicit exclusions, and work toward a company shortlist with source links, fit reasoning and unresolved qualification questions. You provide your research sources, company-matching criteria, evidence standards and list-delivery format.
Sell a focused prospect research session or a company shortlist with a stated verification scope.
Deliver the usable result
Translate a client's target description into a research scope, find candidate businesses and explain why each fits. Keep unverified characteristics separate from observed facts and let the client refine the list before export. If the client excludes franchises, revisit every candidate against that requirement and keep uncertain ownership classifications visible instead of silently guessing.
Connect the result to your service
Sell a focused prospect research session or a company shortlist with a stated verification scope. Research requires configured source access. A company match is not confirmed buying intent or permission to contact anyone. Contact enrichment and outreach are separate services.
- Your expert method
- Text and voice
- A personal result
- Connected service tools
A company shortlist with source links, fit reasoning and unresolved qualification questions.
Why it's the best fit
AI prospect discovery agent vs. pages, forms and chat widgets
Give clients a company shortlist with source links, fit reasoning and unresolved qualification questions.
Translate a client's target description into a research scope, find candidate businesses and explain why each fits. Keep unverified characteristics separate from observed facts and let the client refine the list before export.
 Your AI prospect discovery agentOne specialist. The whole client experience. | The extra workWith traditional tools Websites, fixed-flow apps, and chat widgets. |
|---|---|
| 01The client experience | |
| A result during the visit Translate a client's target description into a research scope, find candidate businesses and explain why each fits. Keep unverified characteristics separate from observed facts and let the client refine the list before export. | With traditional toolsA page that describes the service A service page can explain the offer and show examples. Delivering a company shortlist with source links, fit reasoning and unresolved qualification questions still requires the client to begin a separate process. |
| Changes stay connected If the client excludes franchises, revisit every candidate against that requirement and keep uncertain ownership classifications visible instead of silently guessing. | With traditional toolsA fixed sequence of fields A fixed form can collect the target business type, location, offer, required characteristics and explicit exclusions. Changing a requirement after submission often needs another conversation and a new version of the result. |
| The page holds the work The agent controls the whole page and presents a company shortlist with source links, fit reasoning and unresolved qualification questions as the current result. Clients use the bottom text or voice input to ask questions and revise it. | With traditional toolsA standalone message thread A chat reply can explain an answer. Keeping source material, choices, results and their current status visible together requires an interface beyond the message transcript. |
| 02Everything that comes with your agent | |
| A result during the visit Translate a client's target description into a research scope, find candidate businesses and explain why each fits. Keep unverified characteristics separate from observed facts and let the client refine the list before export. | With traditional toolsA page that describes the service A service page can explain the offer and show examples. Delivering a company shortlist with source links, fit reasoning and unresolved qualification questions still requires the client to begin a separate process. |
| Changes stay connected If the client excludes franchises, revisit every candidate against that requirement and keep uncertain ownership classifications visible instead of silently guessing. | With traditional toolsA fixed sequence of fields A fixed form can collect the target business type, location, offer, required characteristics and explicit exclusions. Changing a requirement after submission often needs another conversation and a new version of the result. |
| The page holds the work The agent controls the whole page and presents a company shortlist with source links, fit reasoning and unresolved qualification questions as the current result. Clients use the bottom text or voice input to ask questions and revise it. | With traditional toolsA standalone message thread A chat reply can explain an answer. Keeping source material, choices, results and their current status visible together requires an interface beyond the message transcript. |
| Your method and evidence Use your research sources, company-matching criteria, evidence standards and list-delivery format. Research requires configured source access. A company match is not confirmed buying intent or permission to contact anyone. Contact enrichment and outreach are separate services. | With traditional toolsA general assistant The client must otherwise supply the relevant method, source material and service rules before a general assistant can work in the same context. |
Some traditional tools offer individual capabilities. Agentplace brings them into one AI service. Connect the payments, calendar, phone, CRM, and follow-up channels you want to use.
How it works
How to create your AI prospect discovery agent
Define the service, test a real request and publish your agent. Start with the core task. Test the result and required connections before offering it to clients.
- 01
Add your method and source material
Provide your research sources, company-matching criteria, evidence standards and list-delivery format. Define which details the agent needs about the target business type, location, offer, required characteristics and explicit exclusions. Give it examples of a useful result and a request that falls outside your offer.
- 02
Test the complete client task
Harper's fictional research brief targets independent retail bakeries in Portland and excludes national chains. Two example company records illustrate the verification scope. Use that kind of request to check the first result, a missing detail and a changed requirement. Research requires configured source access. A company match is not confirmed buying intent or permission to contact anyone. Contact enrichment and outreach are separate services.
- 03
Publish and connect the next action
Publish the agent's page and share its URL. Sell a focused prospect research session or a company shortlist with a stated verification scope. Connect the source, delivery, booking or payment tools required by that offer, and test their success and failure states before clients use them.
Made for your kind of business
AI prospect discovery agent for prospect research agency owners
Prospect research agency owners
Sell a focused prospect research session or a company shortlist with a stated verification scope. Give a first-time client a concrete result from your expertise before they arrange further work.
Service delivery directors
Make the service consistent with your research sources, company-matching criteria, evidence standards and list-delivery format. Keep the team focused on the specialist work and exceptions your offer includes.
Client service managers
Receive the client's accepted result and unresolved questions together. If the client excludes franchises, revisit every candidate against that requirement and keep uncertain ownership classifications visible instead of silently guessing.
Start with your specialtyProspect research agency ownersClient service deliverySpecialist digital services
Your service, your starting point
Your method, source material and service rules
Configure the sources and actions needed for this particular service. Choose the relevant apps below and connect the accounts your agent should use.
Start with my expertiseExa
Find source material for the client's question. Connect the relevant account and choose which records and actions the agent can use.
Google Drive
Read papers and documents the client shares. Connect the relevant account and choose which records and actions the agent can use.
Notion
Apply your research framework. Connect the relevant account and choose which records and actions the agent can use.
Google Sheets
Organize evidence and source comparisons. Connect the relevant account and choose which records and actions the agent can use.
Calendly
Book a research review with your team. Connect the relevant account and choose which records and actions the agent can use.
Gmail
Deliver the source-linked research summary. Connect the relevant account and choose which records and actions the agent can use.
Integrations
Tools your AI prospect discovery agent can connect
Connect the tools you use to deliver this service. Your agent can use their records and actions while helping clients on its own page. Choose the relevant connections below and decide what it can read, create, or send.
- ExaFind source material for the client's question
- Google DriveRead papers and documents the client shares
- NotionApply your research framework
- Google SheetsOrganize evidence and source comparisons
- CalendlyBook a research review with your team
- GmailDeliver the source-linked research summary
Your AI
prospect discovery agent
prospect discovery agent
Your expertise.
Their personal result.
One connected service.
Go further with 1,000+ integrations.
Agentplace connects to business tools through Composio's catalog of over 1,000 integrations. These six examples are a starting point. Choose the apps and actions your agent needs while clients keep working on its page.
Available connections depend on the app's API and your account permissions.
Browse the integration catalogConnected agents
Connect to your ChatGPT or Claude agents
Your AI prospect discovery agent stays with the client. Your separately connected ChatGPT or Claude agents can search for companies matching the agreed type and geography and return the result to the same client experience.
Search for companies matching the agreed type and geography.
Your clients Harper
Harper, two local candidates meet the observed criteria.
The fictional about page states one owner-operated Portland shop. Its menu page lists bread and pastries sold at the counter. Your AI
prospect discovery agent
prospect discovery agent
Your expertise.
Their personal result.
One connected service.
Your back-office agents
ChatGPT
Claude
- Search for companies matching the agreed type and geography
- Verify candidate fit against company-owned source pages
- Export the accepted shortlist with evidence and unresolved fields
A few things to know
AI prospect discovery agent FAQ
What is an AI agent for prospect discovery?
An AI prospect discovery agent is a customer-facing specialist for prospect research agency owners. Clients open its link, describe the target business type, location, offer, required characteristics and explicit exclusions, and work toward a company shortlist with source links, fit reasoning and unresolved qualification questions. You provide your research sources, company-matching criteria, evidence standards and list-delivery format.
Does the shortlist prove that these companies want to buy?
No. It identifies companies matching the agreed research criteria. Buying intent, decision-maker details and permission for outreach require separate evidence and processes.
What should I provide before launching?
Provide your research sources, company-matching criteria, evidence standards and list-delivery format. Test the agent with representative client material and explain what it may do when a required input is missing. Research requires configured source access. A company match is not confirmed buying intent or permission to contact anyone. Contact enrichment and outreach are separate services.
How does the result change during a conversation?
If the client excludes franchises, revisit every candidate against that requirement and keep uncertain ownership classifications visible instead of silently guessing. The agent updates the relevant components and content on its page, keeping the client's current choices visible while they use text or voice.
How does this fit my business offer?
Sell a focused prospect research session or a company shortlist with a stated verification scope. Define the included work, revision scope and any optional continuation so clients understand what they receive.
Are the example and its connected tools already live?
The preview is a static illustration with fictional client details. Configure your own source access and action tools before offering the service. Research requires configured source access. A company match is not confirmed buying intent or permission to contact anyone. Contact enrichment and outreach are separate services.
What platform does the AI prospect discovery agent run on?
It runs on Agentplace. Agentplace is an AI agent platform where the agent gets its own page, talks to your visitors there, and carries the request through to the end instead of handing it to a form. You can open this template and change any step before you publish it.
Put your expertise to work during the first visit
Your AI prospect discovery agent.
Ready to serve your clients.
Create an AI prospect discovery agent with its own page and URL. Give your clients a company shortlist with source links, fit reasoning and unresolved qualification questions through text or voice.
Create my research agent
Create my research agent