1. Overview
The Knowledge Center and AI Agent Builder let you create specialized AI teams trained on exactly the information they need—so they can search prospects, create strategies, and write content like real team members.
Key Benefits:
Keep your AI agents accurate by feeding them only relevant knowledge.
Organize company, department, and product information for easy assignment.
Build AI teams for products, services, or target audiences.
Deploy agents for prospecting, strategy building, and copywriting.
2. How It All Fits Together
Think of your setup like a company org chart:
Company → Departments → Teams → Individuals
On B2B Rocket:
Knowledge Center = Your internal documentation library
Teams = Groups of AI agents sharing the same knowledge
Agents = Individual AI “employees” with specific jobs
3. Setting Up the Knowledge Center
Structure Your Knowledge
Use a 3-level folder approach for clarity:
Company Knowledge – General information (mission, values, policies).
Department Knowledge – E.g., sales training materials, support guidelines.
Product/Service Knowledge – Separate folder for each offering.
Example:
Company – B2B Rocket General
Department – Sales Training
Product – Leads Cloud
Product – Outreach Automation
Add Knowledge in Four Ways
Inside each folder, you can:
Create Document – Write content directly in B2B Rocket.
Upload File – Import PDFs, Word docs, etc.
Upload Folder – Bring in a full folder of files.
Import Website – Crawl and save content from your site.
Example:
If you have a web page describing Leads Cloud, paste that URL into Import Website (single page). For company-wide info, you might crawl your whole domain (up to 50+ pages).
Pro Tip:
Name folders and files clearly (e.g., Product A – Sales FAQs), so you instantly know what to assign later.
4. Creating AI Teams
Why Teams Matter
A team groups agents around shared knowledge—this keeps them focused and accurate.
Steps to Create a Team
Go to AI Agent Builder → Create Team.
Give it a name (e.g.,
Leads Cloud Team).Assign Knowledge Center folders (all files inside are included automatically).
Example:
Assign Company – B2B Rocket General, Department – Sales Training, and Product – Leads Cloud to your
Leads Cloud Team.
Pro Tip:
One product/service → One team
One audience/ICP → One team
Multiple products? Create separate teams to avoid cross-mixing details.
5. Creating AI Agents
Each team can have multiple agents, each with a different role and skillset.
Agent Creation Steps
Inside your team, click Create Agent.
Choose a role:
BDR – Finds and filters leads in People/Company Search.
Strategist – Builds outreach sequences with step logic.
Copywriter – Writes emails, subject lines, and campaign copy.
Name your agent (e.g.,
Leads Cloud Copywriter).Add:
General Instructions – Big-picture purpose (e.g., You are a copywriting agent for B2B Rocket, focused on Leads Cloud sales).
Specific Instructions – Style, tone, restrictions (e.g., Write casually, avoid jargon, be concise).
Click Create.
6. How Each Agent Works
BDR Agent – Your Prospect Finder
Location: People Search or Company Search
Works with natural language:
Find marketing managers at small/mid-sized tech companies in the US.
Auto-applies filters using its assigned knowledge.
Example Flow:
Select
Leads Cloud BDR.Type: Find SaaS CEOs in Canada with 50–200 employees.
Filters apply automatically → Results appear instantly.
Copywriter Agent – Your Content Creator
Location: Email Composer or Prompt button.
Uses:
Its team’s knowledge.
Your extra prompt instructions.
Example:
Prompt: Write a subject line announcing our M&A with Black Pearl Group. Avoid over-promising.
Output: "B2B Rocket Joins Forces with Black Pearl Group – Here’s What It Means for You"
Pro Tip:
Use for both cold outreach and follow-up messages.
Strategist Agent – Your Campaign Planner
Location: Campaign Settings in Sequences.
Builds multi-channel outreach sequences.
Setup Flow:
Assign your
Leads Cloud Strategist.Describe your campaign goal (e.g., Create a cold B2B sequence targeting SaaS founders in the US).
Optional: Answer AI-generated questions to refine targeting.
Choose:
Copywriter to pair with
Touchpoints (e.g., 10 steps)
Duration (e.g., 30 days)
Channels (Email, LinkedIn, Calls)
Click Generate Sequence.
Example Output:
Day 1 – Email: Intro + Value Hook
Day 3 – LinkedIn Connection Request
Day 5 – Call: Intro Call Request
Day 7 – Email: Resource Share
Day 14 – LinkedIn Message: Follow-up
…until final outreach step.
7. Quick-Start Example – Full Flow
Scenario:
You sell 2 products: Leads Cloud and Outreach Automation.
Steps:
Knowledge Center
Create Company – General, Sales Training, Leads Cloud, Outreach Automation folders.
Upload docs, sales scripts, and import product web pages.
Teams
Create
Leads Cloud Team→ Assign General + Sales + Leads Cloud folders.Create
Outreach Automation Team→ Assign General + Sales + Outreach Automation folders.
Agents
For each team: Create a BDR, Strategist, and Copywriter.
Use Them
BDR: Search leads for each product’s audience.
Strategist: Build product-specific outreach sequences.
Copywriter: Write all messaging in the correct style.
8. Pro Tips for Success
Keep knowledge modular—avoid mixing product info in the same folder.
Always write clear agent instructions for tone and style.
Use the Strategist + Copywriter combo for fastest campaign setup.
Regularly update Knowledge Center as your offerings or ICPs change.