--- title: Agents & Team Management description: Agents & Team Management --- [Skip to content](https://help.b2brocket.ai/agents-team-management-b2b-rocket-help-center#main-content) English Show submenu for translations ![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](mailto:support@b2brocket.ai) [Contact us](mailto:support@b2brocket.ai) How can we help you? - There are no suggestions because the search field is empty. 1. [B2B Rocket](https://help.b2brocket.ai/?hsLang=en) 2. [Settings](https://help.b2brocket.ai/settings?hsLang=en) # Agents & Team Management The Agents feature enables efficient management and organization of your AI agents and team members. It allows you to easily create teams, assign agents, and modify their roles and settings, ensuring smooth and coordinated operations. In this documentation, we will explore the steps to: - [Navigation](https://help.b2brocket.ai/agents-team-management-b2b-rocket-help-center#Navigation) - [Create New Team](https://help.b2brocket.ai/agents-team-management-b2b-rocket-help-center#Create-New-Team) - [Manage Agents](https://help.b2brocket.ai/agents-team-management-b2b-rocket-help-center#Manage-Agents) - [Agent Roles in Campaigns](https://help.b2brocket.ai/agents-team-management-b2b-rocket-help-center#Agent-Roles-in-Campaigns) Let’s get started 🚀 ### Navigation **Step 1:** Log in to your account and click on the **Agents** tab in the left-side navigation menu. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/4408cbe9-5609-44eb-962d-cc15d98b9745.png?width=1366&height=641&name=4408cbe9-5609-44eb-962d-cc15d98b9745.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754552457/8bb8bda769e3449cd240e79ba0be/4408cbe9-5609-44eb-962d-cc15d98b9745?expires=1761286500&signature=e1202502c9d52a8ae69cba3b3ae38b5b508dcdb9db4fe55f2943d6a1cf28c7ce&req=dSciEsx7n4VaXvMW1HO4zZMXI74NPtWMh3m4qs4UyOUAppmV%2B3c5CAR79etN%0AUhOCJjWq577rVxe%2FFDw%3D%0A) You will be directed to the **Agents Dashboard**, where you can manage your teams and agents. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/797674bf-db80-4b33-94d7-5b9e10be7b35.png?width=1366&height=641&name=797674bf-db80-4b33-94d7-5b9e10be7b35.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754552456/2e1ad92a8cc95358334bd3658a62/797674bf-db80-4b33-94d7-5b9e10be7b35?expires=1761286500&signature=d1c37199d8002b4195a6b1e0963664c78bfa38fb0bc5a51a8d8c4d88bbff000c&req=dSciEsx7n4VaX%2FMW1HO4zYKo7MbUSzawz8KohLQHKxSvI%2FZu2VW78HxTukAS%0A5Ieb9Am7e1YbaLsnpyE%3D%0A) ### Create New Team Teams allow you to group agents based on their roles or functions. **Step 1:** Click on the **Create Team** button located at the top right of the dashboard. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/bc0c21eb-aec1-49f1-b982-0fc064f4751f.png?width=1366&height=641&name=bc0c21eb-aec1-49f1-b982-0fc064f4751f.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754553259/b8dd06d8812c32c8b9cf1261aa64/bc0c21eb-aec1-49f1-b982-0fc064f4751f?expires=1761286500&signature=74bf744fa533ae20acc2b75c576f2be7f5e8c37342cacfb5d66ca40529622373&req=dSciEsx7noNaUPMW1HO4zVzYlzzwV2rYrO2c5u3gSwSMUtXcJCC6FD3McXiy%0ApU3g9hiSITjPGRty7CM%3D%0A) **Step 2:** Enter the **Team** Name (e.g., Dev Team) and **Company** name. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/2bede1b9-6063-49eb-a1eb-c84e62dac6fd.png?width=1366&height=641&name=2bede1b9-6063-49eb-a1eb-c84e62dac6fd.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754553263/ad18beab7deac749908541d99b4f/2bede1b9-6063-49eb-a1eb-c84e62dac6fd?expires=1761286500&signature=31f9f57c44f3c06adadf10f68009685ed081de2ccd60a8a7aeb9cf64dc6bfb6a&req=dSciEsx7noNZWvMW1HO4zR020TrJUhLWGpCJg3uOxByrKKl6NU%2BJAWtq9lCu%0A6Cq9QNPb8KdMxfywIO4%3D%0A) **Step 3:** Click the **Next** button. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/f59ae89a-be56-4102-985b-7b14ac28504b.png?width=1366&height=641&name=f59ae89a-be56-4102-985b-7b14ac28504b.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754553268/b8e0c99ece0012fcfb60ac215ec0/f59ae89a-be56-4102-985b-7b14ac28504b?expires=1761286500&signature=1f5c41b40d6b52ae1c75829e817ebce2ab3ec9345aef815a65a1c62f462ac954&req=dSciEsx7noNZUfMW1HO4zSYxBTwkJOKSWcrWfobZ%2BqEtXv1dVp9wQoW0RZU0%0A4486XYX6Rq4XqgH%2Bo0g%3D%0A) **Step 4:** Assign relevant resources to the team. This step is optional, and you can either skip it or choose the files to associate with the team. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/b773c1ea-b2dc-439a-a761-6c689012308a.png?width=1366&height=641&name=b773c1ea-b2dc-439a-a761-6c689012308a.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754553269/915c26691705d7324d37657e34dd/b773c1ea-b2dc-439a-a761-6c689012308a?expires=1761286500&signature=e1dd305dacb22ac1842b19b4606c72fc43beb531ae6f607e952bdbee0d4cadb0&req=dSciEsx7noNZUPMW1HO4zbs6tJu7oeIRO3IsXsIwPCU6VIZY%2FcfYe4mtZazJ%0A5P457cgcPNrlKyStLT8%3D%0A) **Step 5:** Click **Create Team** to finalize the team setup. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/5689bd92-f04e-42d3-84fc-00e995dff39d.png?width=1366&height=641&name=5689bd92-f04e-42d3-84fc-00e995dff39d.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754553272/4345a45e1fa147fe6c68eef7ccce/5689bd92-f04e-42d3-84fc-00e995dff39d?expires=1761286500&signature=2dcd11f595a048f1cc735f684f02e74dfc03c9e672209c6f6946cd6616876b6b&req=dSciEsx7noNYW%2FMW1HO4zVykgUdAvPhj2GCb0M07Nu810f0EgZx5c8LZpEFc%0A6xk0CN%2FPMa9QfB%2F%2BI4g%3D%0A) Your new team will appear, and you can start adding agents to it. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/bccd7b6d-0f37-4182-98c4-7b50843b3cff.png?width=1366&height=641&name=bccd7b6d-0f37-4182-98c4-7b50843b3cff.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754553271/c801dba6b9e314e62a571ea3659e/bccd7b6d-0f37-4182-98c4-7b50843b3cff?expires=1761286500&signature=a6bbe1bffa992fa71a029ea89f2a8d60629691343aa28c08504cb3c4092085b9&req=dSciEsx7noNYWPMW1HO4zchO6xKhW2G3Czzu%2F8zhgZAKHA7hODJSXrnVlkdO%0Av3Q3KGqvbDqcXadqU7c%3D%0A) ### Add Agents to a Team You can add agents to a team based on their roles. **Step 1:** Click on the **+** button under your team name to add an agent. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/f19636bc-f9e7-4bf5-8a79-362b697e3c19.png?width=1366&height=641&name=f19636bc-f9e7-4bf5-8a79-362b697e3c19.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754553270/ff0437d36bc95d7038e8b012e807/f19636bc-f9e7-4bf5-8a79-362b697e3c19?expires=1761286500&signature=f8bea11f457104715217e42a9e85a649a14b6b03557121cfe946770b5aadc7e4&req=dSciEsx7noNYWfMW1HO4zdeUfJftSKqqixmqPVrqArQHGcPxZlXePF%2B7mFA6%0A%2FDVbudznh4G7Lol8Jrc%3D%0A) **Step 2:** Select the **Agent Type** from the available options. Each agent type has a specific role: | **Agent Type** | **Role** | | --- | --- | | Copywriter | For content writing. | | Sdr | Engage with the prospects. | | Strategist | Creates a strategy. | | Bdr | Adds prospects to the lists. | [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/de5ccf5c-68bb-4573-a79c-cc6c5b406678.png?width=1366&height=641&name=de5ccf5c-68bb-4573-a79c-cc6c5b406678.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754554175/795217f3a3dc603c297089916676/de5ccf5c-68bb-4573-a79c-cc6c5b406678?expires=1761286500&signature=3bc160c665c310c16697b47af4f2b984a11855960f8a87be3bf2148e6cd6527f&req=dSciEsx7mYBYXPMW1HO4zWRx78ilndBiW%2BP0WNHqSl05Va5uN9Vk10KDagEB%0AFkFRmlEtDRJERiYjPQ0%3D%0A) **Step 3:** Click the **Next** button. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/69a84dee-6f0c-4568-9886-7434dfbef828.png?width=1366&height=641&name=69a84dee-6f0c-4568-9886-7434dfbef828.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754554173/3736aed3e97a2c436c9006300110/69a84dee-6f0c-4568-9886-7434dfbef828?expires=1761286500&signature=0467236630954c1f6982faa9eafe4e1bdf57ebddaeb23caf7bf0c0aac036cab2&req=dSciEsx7mYBYWvMW1HO4zVYlMRX%2BxpTFrL66zfsXY8bybGfQYGUe%2FZwnxrf8%0AHGbGhZuzF5MCrQwD9n0%3D%0A) **Step 4:** Answer any questions related to the selected agent type and then click **Next**. This step will help further define the agent’s role and functionality. ***Note:*** *The User can “Skip Questions, if they don't want to define the agent roles.* [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/1f38d673-2a24-4f9f-8e98-85caeefa0ccc.png?width=1366&height=641&name=1f38d673-2a24-4f9f-8e98-85caeefa0ccc.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754554174/1b2e61e9179857cc9046137e5bea/1f38d673-2a24-4f9f-8e98-85caeefa0ccc?expires=1761286500&signature=bc044c7e720b88b508392cd380a59f6c97b123027348a81d70a478f6ff685c2e&req=dSciEsx7mYBYXfMW1HO4zWZT%2BD9s%2FsjMMlYD1v6X2re2mIz%2F9tokFcaot%2FQg%0AmfLU%2FtIZo3fE9TXY6Vg%3D%0A) **Step 5:** Customize the agent settings and click **Create Assistant** to finalize the agent addition. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/64d4706a-e865-4745-a4f4-cc5f2a4f380f.png?width=1366&height=641&name=64d4706a-e865-4745-a4f4-cc5f2a4f380f.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754554180/992fdceb25f03d26a9db19507db7/64d4706a-e865-4745-a4f4-cc5f2a4f380f?expires=1761286500&signature=eb2d206989f373cf87ab0f27b8f430ccf6a21bcbb4fc16e8b79a524ec26489f3&req=dSciEsx7mYBXWfMW1HO4zaRjbA9Ncb3tEtUfPblBsQ3atGQVnr%2FkwTGiy8nu%0AzKebYMwYLk0RSJ3OJOE%3D%0A) Your new agent will be added to the team and displayed under the team’s list of agents. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/c4ffa28e-cd74-469c-ab75-a72ced34acf2.png?width=1366&height=641&name=c4ffa28e-cd74-469c-ab75-a72ced34acf2.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754554182/2d6f664c22bcaa640ff38d71d1d6/c4ffa28e-cd74-469c-ab75-a72ced34acf2?expires=1761286500&signature=e40802e7b1bf4b4df34666e707155d304ff92420a1ef158f6524de985d25f0e1&req=dSciEsx7mYBXW%2FMW1HO4zXXV8%2FfofOEp8OOFtbNnB28981wnPWZKq%2BgamVGs%0AkLh0nzC485CS7%2BuFXY4%3D%0A) ### Manage Agents Once agents are added to a team, you can perform several management tasks: ### Edit Agent Update the agent’s name, type, or other details. **Step 1:** Click on the **Vertical ellipsis (three dots)** next to the agent's name and select **Edit Agent** from the dropdown options. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/ca1fcfe3-a200-4394-84ae-6e4e07c475b5.png?width=1366&height=641&name=ca1fcfe3-a200-4394-84ae-6e4e07c475b5.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754554183/9afdc6da6eae9a9447aa657f0599/ca1fcfe3-a200-4394-84ae-6e4e07c475b5?expires=1761286500&signature=1dcbbb269f2320926523b6e61b4c1e5fcfb66446630bf982dcce29f5241b265c&req=dSciEsx7mYBXWvMW1HO4zRBNa1CGn4kPCLNa2k4pGdqn5hlI8NrVdHpjIW9v%0AjNuomXzZrj77LNkkaak%3D%0A) **Step 2:** In the Assistant Name field, modify the agent's name as needed. Under Instructions, you can edit the instructions or add new ones. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/c56b30d9-7fc1-4683-b525-fca3c08c59ba.png?width=1366&height=641&name=c56b30d9-7fc1-4683-b525-fca3c08c59ba.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754554181/b20ee253c9e94e1c1d3188e0d8ad/c56b30d9-7fc1-4683-b525-fca3c08c59ba?expires=1761286500&signature=034fdf16ef7dc7256209c4ef7f38ff4a35e77f1f4ec14f2413e4003d549833db&req=dSciEsx7mYBXWPMW1HO4zdWXWdoqmQSZbhfV6Z6GRr4UdZDdjYbF%2FQ4vX%2Ftg%0AhAjleUc7i8clgs4jgNo%3D%0A) **Step 3:** In the Personality section, you can adjust or update the agent's tone and conversational style. Edit the personality settings to reflect the changes you want. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/4b2df62b-1791-4ac1-ae25-6210f0fc2582.png?width=1366&height=641&name=4b2df62b-1791-4ac1-ae25-6210f0fc2582.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754555031/794b56262da33cdf2d2cfb5b35c4/4b2df62b-1791-4ac1-ae25-6210f0fc2582?expires=1761286500&signature=dc4f836612c3589fd88748df4465df027ff09f4b507be167a558f74e1f42cd03&req=dSciEsx7mIFcWPMW1HO4zaKGNLfJCIK%2FmrgUn0k32YHRvusy3sj0ATJNvvRn%0AOLD2p5da%2B2zZ2p5cUqk%3D%0A) **Step 4:** Once all changes are made, click **Update** to save the updates to the agent. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/239f212f-6e1a-412b-a630-7d3b4d470946.png?width=1366&height=641&name=239f212f-6e1a-412b-a630-7d3b4d470946.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754555032/4f9b7481effb182161c2c1bef5ca/239f212f-6e1a-412b-a630-7d3b4d470946?expires=1761286500&signature=8a5b7998483beeb1eb3981a328367a07eb665a58e3b13424ee1cd20d307559dd&req=dSciEsx7mIFcW%2FMW1HO4zRtwHYF%2FDbyiFVY2f7GZdSP8HMETyIL3sEDenEoa%0AgwQff7Uc39odFpVJ7Aw%3D%0A) Your agent will now be updated with the new settings. ### Set as Default Make the selected agent the default for the team. **Step 1:** Click on the **Vertical ellipsis (three dots)** menu next to the agent's name and select **Set as Default** from the dropdown. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/e88d6fab-6575-44e8-84b4-883ef32ef3fc.png?width=1366&height=641&name=e88d6fab-6575-44e8-84b4-883ef32ef3fc.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754555033/edb32c5d5442834e86915991e087/e88d6fab-6575-44e8-84b4-883ef32ef3fc?expires=1761286500&signature=e0a0798bab6e6d582b61df55f9bfccf78900a6b4b923c2d1014abfefe4bd3b8e&req=dSciEsx7mIFcWvMW1HO4zTK%2F3MuTA1BrkYzVFFpCUOLwpa55HE46bzz4hPGL%0ABfbV985xaCrlRBy8xwU%3D%0A) The selected agent will now be marked as **Default**. It will be the primary agent for the team, and any interactions that require an agent will use this one by default. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/c11d95ec-866e-4212-a6c7-ca6c6d12c4de.png?width=1366&height=641&name=c11d95ec-866e-4212-a6c7-ca6c6d12c4de.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754555037/37d21bf0771e625f690aafffd16c/c11d95ec-866e-4212-a6c7-ca6c6d12c4de?expires=1761286500&signature=602d19fc87d9c5883bf13aca219b8e0622d61c2907383921ab9bb4595ebe844a&req=dSciEsx7mIFcXvMW1HO4zX%2F7M4t9l%2BJMWoRgZ%2BT%2BD%2BGiAyxIAPJO80nu%2BWW%2F%0A8tVSRmDizjgRBXxw9MA%3D%0A) ### Delete Agent Remove the agent from the team permanently. **Step 1:** Click on the **Vertical ellipsis (three dots)** next to the agent's name and select **Delete** from the drop-down options. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/98ae8657-8ef3-433d-8593-daf82ab6fcd3.png?width=1366&height=641&name=98ae8657-8ef3-433d-8593-daf82ab6fcd3.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754555038/be2138b5ae13afbc3976456b9d45/98ae8657-8ef3-433d-8593-daf82ab6fcd3?expires=1761286500&signature=b2dea6a4dc384fc99fcc5dc25a38a7920de81f593332439d892ade6401d6cddd&req=dSciEsx7mIFcUfMW1HO4zS4C8fb2G5IBZ%2BhwnK08NNSJPn1Wy0ZIUVwpSPzg%0AwyHxVF%2BBUdiSIRli8Cs%3D%0A) **Step 2:** A modal window will appear; click on the **Delete** button. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/970dae33-612c-4436-9c03-67ebcd986d81.png?width=1366&height=641&name=970dae33-612c-4436-9c03-67ebcd986d81.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1754555036/6e27eb09d9397fca131154a56138/970dae33-612c-4436-9c03-67ebcd986d81?expires=1761286500&signature=be8616bf8071180fdabfc463403b78afc92d5fc960523be8cb145d53b56da4fb&req=dSciEsx7mIFcX%2FMW1HO4zXvNrxvrO7lBA7Kn47vulHG63xpC8DnyvwUc%2FzFe%0ABqSgo1k4KBkVhK1Hdi0%3D%0A) The selected agent will now be removed from the team. ### Agent Roles in Campaigns Once you’ve created teams and added agents, you can put them to work in lead generation and campaign setup. Each agent type has a specialized role that supports your outreach workflow. ### Copywriter – Campaign Messaging The Copywriter Agent is designed to create compelling campaign messaging. It generates subject lines, outreach emails, and hooks that match your brand voice and campaign objectives. **Step 1:** Go to the Copywriter agent and adjust the preferences in the left panel to guide the Copywriter’s output. | **Preference options** | **Description** | **Example Input** | | --- | --- | --- | | Tone Selection | Choose the overall style or voice for the message. | Casual, Professional, Persuasive | | Structure Preferences | Define the format or length of the content. | Short-form (subject line) or Long-form (email body) | | Personalization Level | Decide how much personalization to include in the message. | Light, Moderate, Heavy | | Language to Avoid | Specify terms you don’t want used. | “Free,” “Guaranteed,” “Act Now” | | Define Hooks & Themes | Add strategic messaging directions or campaign themes. | “Focus on partnership, growth, and customer benefits” | | Brand Guidelines (Optional) | Include top-performing past messages for consistency. | Example: Previous best-performing subject lines | [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/109d260f-713b-4d6f-a9cf-bba5f51e1ca2.png?width=1366&height=768&name=109d260f-713b-4d6f-a9cf-bba5f51e1ca2.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765087345/60fa14d9fce91592c1227c39e9a1/109d260f-713b-4d6f-a9cf-bba5f51e1ca2?expires=1761286500&signature=6559c72f7f85ca081f96282fb627f8e7dedc5f9387452f57a903ab96eb86b153&req=dSchE8l2moJbXPMW1HO4zWQuDaexrVV3pFxOXBTlwWIEj0B0CbDiSz6Ms8z1%0AAuaLY5bBeyVsXF0tT0c%3D%0A) **Step 2:** Once the preferences are applied, click on the **Update** button. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/b95783b7-9636-475d-8fd3-91c3d7a1ceae.png?width=1366&height=768&name=b95783b7-9636-475d-8fd3-91c3d7a1ceae.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765089346/9ec000b2f0d10a5b7d8a58b1fc22/b95783b7-9636-475d-8fd3-91c3d7a1ceae?expires=1761286500&signature=2b398bf87af6d994733544ae3482e92db37ceedaf4b087198b98e270bc81e44a&req=dSchE8l2lIJbX%2FMW1HO4zWRoM6BL2UAe8D8YzT7XHO950PzSoqy6YQk3tyW1%0A9SnH35df%2Fp50jli2vGg%3D%0A) **Step 3:** In the chat box, type the message request or prompt you want the Copywriter to generate. Then click Send. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/bb51af1a-4e61-4baf-977b-6d640229f1c6.png?width=1366&height=641&name=bb51af1a-4e61-4baf-977b-6d640229f1c6.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765089347/19743f45e36657213cc08f29d732/bb51af1a-4e61-4baf-977b-6d640229f1c6?expires=1761286500&signature=f662b81aafb55901b32687ffbdce6ba4f1d6c2e81ce68ddbdcfb1e09f26cd180&req=dSchE8l2lIJbXvMW1HO4zUqlhd%2FmNkeB6MmTJvuoqhCfjQbkaSsqmgn0vwuT%0AJ7Z6IA%2B7Yr1kUVPcIQw%3D%0A) This will generate optimized messaging such as subject lines, full emails, or thematic hooks, ready to be used directly in your campaigns. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/0c91c3dd-ac87-4ebc-a50d-8f1eb25cd9f0.png?width=1366&height=641&name=0c91c3dd-ac87-4ebc-a50d-8f1eb25cd9f0.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765089345/3bc8f89e5f7bc1224fea9b8aa715/0c91c3dd-ac87-4ebc-a50d-8f1eb25cd9f0?expires=1761286500&signature=01ccbb136acb88aa658514b108a76ef6009654fc70bf970bb6f3eec48c24d315&req=dSchE8l2lIJbXPMW1HO4zezv7BxW54KlSqhQgjZloEjmx2kszkrZy7ZoP0ne%0AtGnSDOs3gnXaNnAA21Q%3D%0A) ### Strategist – Campaign Planner The Strategist agent acts as your campaign architect, designing multi-channel, multi-step outreach sequences (like cold outreach and follow-ups). It automatically builds a full campaign structure based on your goals, integrating the preferences of your other Agents. **Step 1:** Go to the Strategist agent and configure the Campaign Strategy to define the scope and focus of your campaign. | **(References options)** | **Description** | **Example Input** | | --- | --- | --- | | Campaign Types & Goals | Select the primary type of sequence you need. | Cold outreach, Nurturing, Follow-up | | Existing Campaign Context | Provide data on what's worked before (open/reply rates, successful subject lines, winning sequences) to inform the new strategy. | “Sequences with 2 calls and 3 emails convert best. Focus on pain points for mid-market.” | | Existing campaign outlines or goals | Describe the specific outcome you want the sequence to achieve. | “Create a cold B2B sequence targeting SaaS founders in the US to book a demo.” | [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/91cccedf-495f-49eb-95b9-88da56642082.png?width=1366&height=768&name=91cccedf-495f-49eb-95b9-88da56642082.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765089659/e52c314d048134e154672a9f3d00/91cccedf-495f-49eb-95b9-88da56642082?expires=1761286500&signature=e25377b9f5a314afdb34db81a782f150465070f92555ab4b7adc545f10dac958&req=dSchE8l2lIdaUPMW1HO4zQT%2BhgFCrd2cy1BFK3AkdKuZw8Fb4F3FmyfVcrB0%0A6HOP3hMHfR71%2BEHUOF8%3D%0A) **Step 2:** Click the **Update** button to save your preferences. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/e37d7e99-fe3b-4c08-8c41-4efa0da65077.png?width=1366&height=768&name=e37d7e99-fe3b-4c08-8c41-4efa0da65077.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765089660/07188493f7b96693f700873dcb33/e37d7e99-fe3b-4c08-8c41-4efa0da65077?expires=1761286500&signature=03141b327dccf8dc7b5ded247d9139504470d8e3891b5a3354694ff3ae116487&req=dSchE8l2lIdZWfMW1HO4zbVdKZimZKmmrq3rili1VU%2Ft23DP2FqaQ77PUyxz%0AbTz0Zvui9Mbyqar90nQ%3D%0A) **Step 3:** Type a final query into the chat box, such as, "Generate a 30-day cold outreach sequence now and click **Send**. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/d9c81ce0-18a6-4ecc-acc3-a4b66c8ceb82.png?width=1366&height=641&name=d9c81ce0-18a6-4ecc-acc3-a4b66c8ceb82.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765090251/462a6cb584b73e76e045204c0f50/d9c81ce0-18a6-4ecc-acc3-a4b66c8ceb82?expires=1761286500&signature=8f70b50e26af5c8272928497a7061e5e783870b98f7b1a9c7e3364a9f4a41419&req=dSchE8l3nYNaWPMW1HO4zQdthHqssSo0QtTM%2Buxj1AlP8xWD698Ci6Sa3oTW%0AZucP2WUXFxyWv3jEGN8%3D%0A) The Strategist will deliver a complete, step-by-step sequence outline, designed to engage prospects across multiple channels with personalized, value-driven touchpoints. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/28d59b4c-688f-420e-8df2-a4ca2772773f.png?width=1366&height=768&name=28d59b4c-688f-420e-8df2-a4ca2772773f.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765090249/2a4933a6176d71f0af478eeef846/28d59b4c-688f-420e-8df2-a4ca2772773f?expires=1761286500&signature=d2c89313d73736ea3d53a98f10a385c53942de669d44349f25aa21678dfd83b0&req=dSchE8l3nYNbUPMW1HO4zRypcepyUZXcq79D%2BUzf7nLhRwnJKOVgqa9Rg4Jr%0A9o2NMTqSY6%2Fktu%2FCHUg%3D%0A) ### BDR – Prospect Finder The BDR agent is designed to help Business Development Representatives (BDRs) identify high-potential prospects. It scans assigned resources, extracts relevant leads, and suggests outreach targets based on your campaign goals. **Step 1:** Go to the BDR agent and assign resources to upload relevant documents (e.g., training decks, CRM exports, LinkedIn data) that the BDR Agent will analyze to extract prospects. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/7007c657-d2e8-4bb8-952b-5d8d51f4c37c.png?width=1366&height=768&name=7007c657-d2e8-4bb8-952b-5d8d51f4c37c.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765090250/7ce63aa691b4b33c3bc9da4bfbac/7007c657-d2e8-4bb8-952b-5d8d51f4c37c?expires=1761286500&signature=4bdd73affe5168868f32bcd045e412072ed36a791c5a856b5eb4c9aadecd1f8c&req=dSchE8l3nYNaWfMW1HO4zeGUDTjp3AGfO4VBEhb6UrZHghECNZ4MYvQaJ%2BHv%0A2q34yajHhpwDdsgw4gY%3D%0A) **Step 2:** In the Chat Interface, type your request to begin prospect discovery and click **Send**. *Example: Input: Find 10 mid-sized FinTech companies in APAC with decision-makers in marketing.* [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/56f76df0-44a8-4840-a323-9841630364e9.png?width=1366&height=641&name=56f76df0-44a8-4840-a323-9841630364e9.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765090248/ba1ebed1b3846d89e15296eb8375/56f76df0-44a8-4840-a323-9841630364e9?expires=1761286500&signature=7b661693a22d820eb01b01614e557505acb5ea4b032286322a3f4e51bbc8f155&req=dSchE8l3nYNbUfMW1HO4zVm1W9a4gbnB09QJsGIHY%2FDHGY31cKuwPt84A64r%0AnFDTh4EGCqcPPkhzMDs%3D%0A) The BDR Agent will return a curated list of prospects, complete with company names, contact roles, and strategic notes, ready for outreach. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/4432bd4f-c833-449a-9f94-fbd6f2f4712e.png?width=1366&height=641&name=4432bd4f-c833-449a-9f94-fbd6f2f4712e.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765090678/2da276389a0be87b40350004ae34/4432bd4f-c833-449a-9f94-fbd6f2f4712e?expires=1761286500&signature=d69740cfcb8c46eb35d478132c16e733bdf1e5a8fd1d55c4e30fcc5323b3db08&req=dSchE8l3nYdYUfMW1HO4zV%2BtyqyDFNahKEO5Bbvo30k%2BJL%2FgqXHIQpHA2td%2F%0AXIy%2Fm4Exb4I3i5KizYs%3D%0A) ### SDR – Prospect Engagement The SDR Agent is designed to help Sales Development Representatives engage prospects more quickly and effectively. | **Preference** | **What It Does** | **Example Input / Choice** | | --- | --- | --- | | Brand Voice | Add examples of your brand’s writing so the SDR Agent adapts tone and style. | Upload your previous outreach emails or brand guidelines. | | Voice Agent | Toggle ON to enable the SDR Agent to use voice-based responses. | Switch the toggle ON. | | Knowledge Base | Upload files or add text so the SDR Agent can draw content from your resources. | Add product one-pagers, case studies, or FAQs. | | Agent Voice | Choose which voice/persona to emulate for outreach. | Jessica, Alex, Taylor. | | Voice Characteristics | Set style cues for how messages should sound (tone, pacing, acknowledgments). | “Use natural contractions and a conversational tone.” | | Optimize Streaming Latency | Adjust latency for faster or more natural speech generation. | Move the slider toward “low” for faster replies. | | Stability | Make voice more consistent (higher stability) or more natural (lower stability). | Mid-level for balance. | | Speed | Set how quickly the SDR Agent speaks. Lower = slower, higher = faster. | Slide to 7 for moderately fast delivery. | [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/b686cec4-56c8-4901-82d8-7bb04d844710.png?width=1366&height=768&name=b686cec4-56c8-4901-82d8-7bb04d844710.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765090679/b5017dca25121fca582c01e0e806/b686cec4-56c8-4901-82d8-7bb04d844710?expires=1761286500&signature=0828bb9bc93b4c92cfe02679fa5ea7f0734b813f497a35db02087becb11f1f90&req=dSchE8l3nYdYUPMW1HO4zfMYBYovedREKRWBfTIdYDXaRoljtMws%2BWnhwHnC%0AzZMtSGtW904aaEDX4n4%3D%0A) **Step 2:** Click the **Update** button to save your preferences. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/f17ec572-ec17-4681-b606-808d26d6eb54.png?width=1366&height=641&name=f17ec572-ec17-4681-b606-808d26d6eb54.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765090680/07a3ef0e2d8f1d5cf7aab227ac9f/f17ec572-ec17-4681-b606-808d26d6eb54?expires=1761286500&signature=f73a02c1dc2864eebe54e52fd3046872312a9a7134a98cad87734af5933e11b5&req=dSchE8l3nYdXWfMW1HO4zY4G%2FTBv1%2FYFFA8Dmml%2F8%2FcZNldQmRnZjr0JsO5r%0AzwPlUqGMRRAGcaVi8KY%3D%0A) **Step 3:** Type your outreach goal or prospect info in the chat box and click Send. The SDR Agent drafts your message instantly. *Example: Write a friendly LinkedIn message introducing our new analytics tool to a retail operations manager. Keep it concise.* [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/c5bcf73c-e5b4-40b7-aa71-1ad37b844bd4.png?width=1366&height=641&name=c5bcf73c-e5b4-40b7-aa71-1ad37b844bd4.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765090684/87340aca862f412aeeaa2faf0ca2/c5bcf73c-e5b4-40b7-aa71-1ad37b844bd4?expires=1761286500&signature=f85b6198567261fc44823f387429b19cd8d24fa9f4f78eac5aef4220ec0571e1&req=dSchE8l3nYdXXfMW1HO4zdNqteltJVaLew%2B3c6BPZCkP1cOse352EwARQQ6k%0ACV5VrwmTA%2BDs3%2F3l8O4%3D%0A) The SDR Agent will produce optimized emails, scripts, or messages, ready to copy, tweak if needed, and send to your prospects. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/86f034e5-7e1b-448e-9ebb-b39d61193612.png?width=1366&height=641&name=86f034e5-7e1b-448e-9ebb-b39d61193612.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1765090682/f669b9282fa47f63f6fad763eb97/86f034e5-7e1b-448e-9ebb-b39d61193612?expires=1761286500&signature=ca99940d77f7fb79bf6b5432c410693f5d328e48e3c34655f84929f1be1ea401&req=dSchE8l3nYdXW%2FMW1HO4zeIX970IHBfo4cXINsVDDbYIXqmUUd2c%2FQrZxhS%2F%0AwpVXL3oJ5ttacOSQNFo%3D%0A) - [Getting Started](https://help.b2brocket.ai/getting-started?hsLang=en#main-content) - [All Users](https://help.b2brocket.ai/getting-started?hsLang=en#all-users) - [White Label Users](https://help.b2brocket.ai/getting-started?hsLang=en#white-label-users) - [Contacts](https://help.b2brocket.ai/contacts?hsLang=en) - [Campaigns](https://help.b2brocket.ai/campaigns?hsLang=en) - [Mailboxes](https://help.b2brocket.ai/mailboxes?hsLang=en) - [Settings](https://help.b2brocket.ai/settings?hsLang=en) - [Additional Guides](https://help.b2brocket.ai/additional-guides?hsLang=en#main-content) - [Important Documents](https://help.b2brocket.ai/additional-guides?hsLang=en#important-documents) - [AI Agent Learning Hub](https://help.b2brocket.ai/additional-guides?hsLang=en#ai-agent-learning-hub) - [Release Notes](https://help.b2brocket.ai/additional-guides?hsLang=en#release-notes) - [Troubleshooting](https://help.b2brocket.ai/additional-guides?hsLang=en#troubleshooting) [![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png "B2B Rocket Logo (primary)-1")](http://b2brocket.ai) [mailto:support@b2brocket.ai](mailto:support@b2brocket.ai) Copyright © 2026, B2B Rocket