🤖 AI Agents | B2B Rocket Help Center

Almost every feature in the B2B Rocket platform is connected to AI Agents.

On the AI Agents page you have a graph of compiled metrics from all of your agents along with options to help you manage your agents effectively.

Creating An AI Agent

At the bottom of the page, click on the large button which says "Create AI Agent".

Complete each stage of the AI Agent setup.

Pressing the "Create" or "Update" button at the end of stage 3 will create the AI Agent.

Important Note!

Once created, AI Agents being prospecting immediately. Any incomplete filters will be applied and those prospect WILL receive emails. If your target filters are not complete, use the "Save As Draft" button at the top of the page instead.

Step 1 - AI Agent Background

This is basic setup information for your AI Agent.

Not sure how to fill in Stage 1?

AI Agent Responsibility -- this field is only visible to you, so feel free to be as brief or detailed as you'd like. Most people use this field to document territories, team members assigned, service/product being marketed, etc.
Agent First Name -- give your AI Agent a name! Feel free to be creative and make one up or use your own name! Surnames are optional.
Agent Title/Role -- give your AI Agent a title. This DOES affect engagement, so be sure to pick a title that makes sense and is relevant. For example... If you work with schools, it wouldn't make sense for a Sales Rep to reach out, instead the title could be "School Partnership Manager".
Agent Location -- this can be either your location or the location of your company's HQ. We use this information for email compliance purposes only.
Agent Company Name -- this is the company name that you'd like shown in your emails to prospects. Write it EXACTLY as you'd like it shown, both in the email body and also in the email signature.

Step 2 - Target Audience

Using B2B Rocket Filters

Click each of the filters below to expand them, allowing your to refine your targeting criteria. Once setup, your AI Agent will find, validate, research, and engage with these prospects on autopilot.

Making changes to these filters will update the list of "Sample Leads", located on the right hand side of the screen. This gives you a real-time preview of contacts that your agent will engage with.

Not sure how to use these filters?

Targeting filters will hone in on your ideal prospect. While it may seem like a good idea to use as many filters as possible, we recommend erring on the side of less filters. The goal is to find a balance of quality vs quantity. Remember, your AI Agents email at scale, meaning if you get hyper-specific it could cause your agents to stop performing after only a few days, and they'll need manual intervention before they will resume.

As a general guideline, the number of Available Sample Leads should be between 15,000 and 100,000.

Here's an overview of the available filters:

Location

Start by selecting the broadest applicable location, keeping in mind you can always adjust this later.

To add locations, click the dropdown menu, then click "Select Region" or "Select ZIP code radius".
Click Exclude locations to add locations that you do not want to include.

Industries

Industries:

To add industries, click the Industries drop down menu, then click Industry. Search directly for the industries you want to use, or open the drop-down and scroll through the options. You can select multiple industries.

SIC Codes (Beta):

To add SIC Codes, click the SIC Code dropdown menu. Search directly for the SIC Codes you want to use, or optn the drop-down and scroll through the options. You can select multiple SIC Codes.

Keywords:

In each section you'll be able to enter words/phrases. Keep in mind that PROSPECT keywords should be related to PEOPLE... while COMPANY keywords should be related to COMPANIES.

Include Prospect Keywords (AND) -- This filters will only find contacts that match ALL keywords in this section. Using more keywords will REDUCE the number of available leads. For example...
- Entrepreneur = 74,483 available leads.
- Entrepreneur, Tech = 372 available leads.

Include Company Keywords (OR) -- This filter will find contacts that many ANY keywords in this section. Using more keywords will INCREASE the number of available leads. For example...
- Software = 22 million available leads.
- Software, Marketing = 31 million available leads

Include All Company Keywords (AND) -- This filters will only find contacts that match ALL keywords in this section. Using more keywords will REDUCE the number of available leads. For example...
- Software = 22 million available leads.
- Software, Marketing = 3 million available leads.

Exclude Company Keywords -- This filter will exclude companies that contain any keywords used in this section. This is helpful for finding more niche companies.

Company

Company Domain:

Include Domains -- Use this feature if you want to target specific companies. This is helpful for targeting larger organizations specifically. Keep in mind there is a hard limit of 15 domains that can be used in this section.

Exclude Domains -- This will allow you to exclude certain companies from your search. Keep in mind there is a hard limit of 15 domains that can be used in this section.

Number of Employees:

Predefined Range -- Filter you search by the number of employees at a company to target only companies of a certain size. You can select multiple company size ranges.

Custom Range -- If the predefined ranges are too broad, you can enter a minimum number or maximum custom range instead.

Revenue:

Filter your search by company revenue to identify the companies that are most likely to have the budget for your product or services. Simply enter a minimum & maximum revenue dollar amount.

Revenue data is collected from publicly available sources.

Funding:

Target companies that have gained a certain amount or type of funding that might lead to exponential growth and, as a result, increased investment in new products or services. Search directly for the funding round you want to use, or click the drop-down and scroll through the options. You can select multiple funding rounds.

Information is updated every 2 weeks information from public news and other funding data vendors are examined to identify the latest funding updates.

Job Change:

Filter your search to find contacts that have or have not changed jobs.

Person

Titles / Roles -- This will search our database for titles that EXACTLY match the titles written. For example...
- Marketing Manager = 900k available leads.
  - Anyone with the words "Marketing" or "Manager" together in their titles will be found.
- Manager = 26 million available leads.
  - This will find any titles that have the words "Manager" in it. This will include all results in the previous "Marketing Manager" example.

Department -- Select one or more departments from drop-down menu.

Management Levels -- Select one or more management levels from the drop-down menu.

Advanced Filters

Technologies

Use this filter to find companies who use certain technologies.
Every 2 months we search for the latest company technology stack, ensuring we're always up-to-date!
- Note: Using this field may significantly reduce the number of available leads.

Uploading A List Of Leads

If you have your own list of leads that you'd like to target you can upload them to each of your AI Agents.

Click on the Import From CSV File bubble, then click the Import Leads button.

Next, drag a csv file into the box or click to upload one.

Use the drop downs to map the columns from your csv file to the B2B Rocket platform, then press the Submit Mappings button when finished.

Once uploaded and saved, your AI Agent will put the uploaded list through a 3-step verification process to ensure that emails are valid and safe to send.

That's it! Your Agent will now be using your uploaded list of leads to send emails.

Each agent can either use the filters or an uploaded lead list, it cannot use both at the same time. You can however switch between both options at any time.

Step 3 - AI Agent Training Data

This is the final stage required to setup an AI Agent.

Not sure how to fill in stage 3?

There are multiple sections within stage 3. Below is a breakdown of each section:

Background Information

In each section below there is a 50 word maximum.

Describe Your Company

Provide high-level information about your company.
This section should be ONLY about your company. Don't talk about your products/service, instead focus on why your company exists. What makes you unique/special?

Describe your Product/Service

Include information that showcases your expertise and highlights your key selling points.
Make sure to tailor your writing to your target audience. If your product/service solves multiple problems, focus on what this group needs the most.

Showcase Your Success Stories

Provide 1 or 2 examples that demonstrate a problem, solution, or outcome from a client using your product/service.
Providing numbers, percentages, etc. is a great way to capture attention and WOW your prospects.
Tailor your success story to your target demographic. Don't compare Apples to Oranges.
- For example: If your software reduced expenses for a warehouse, and your target audience is mom & pop e-commerce stores, then the comparison really does not mean much. It's hard for a small business owner to see the value you brought to a larger and more complex organization.

Copywriting Enrichment Data

Select the data that you think will be most helpful in providing context to the AI when generating emails. Selecting these options does not mean the AI will use these points in every email, rather the points will only be used if they make sense and provide valuable context to the emails.

Prospect Data (choose 1)

Location -- A reference their physical location.

Skills -- This data is pulled from LinkedIn.

Education -- Will reference their educational background / relevant news.

Job History -- The AI will comment on their recent promotion or other successes.

Company Data (choose 2)

Company Description -- This is almost always recommended as it will give the AI more context about the prospect and what their company does, allowing emails to be more tailored.

Industry -- Looks for industry related news or events. Will be used to tailor your offering to the challenges of the prospects specific industry.

Funding -- If there was a recent round of funding.

Year Founded -- The year a company was established.

Revenue -- Only available for companies that report their revenue.

Number of Employees -- Only available for companies that publish their employee count.

SIC Codes -- Looks for industry related news or events. Will be used to tailor your offering to the challenges of the prospects specific industry.

Email Subject Instructions

Templates -- These are great for getting started quickly. Many of our users select their favorites just to get setup quickly. That said, we always recommend writing your own subject lines, as this will allow you to be helpful, creative, and better resonate with your unique audience.

Write your own -- This feature allows you to really get creative! Just make sure your subject line is not salsey or spammy.

Email Structure

These filters allow you to alter the writing style of your AI Agents.

Creativeness -- This determines how much creative freedom you're giving your AI Agents. Low creativity means the agent will use mostly the information that you provide in your descriptions, while High creativity gives the agent more flexibility to draw conclusions and come up with unique statements.

Length -- These filters will allow for variations in email length. A shorter email may be great for getting right to the point, while a longer email allows for more opportunities for personalization.

Tone -- Give your agent a tone that matches your brand. If your prospects tend to be very corporate then you'd likely use a business professional tone, while on the other hand if your prospects are typically a bit more laid back you could go with a casual tone instead.

Language -- There are 3 options that you can choose which will determine the written language of your emails.

Default (English) -- By default, emails are written in English.

Prospect's Native Language -- This is a great option if you have multiple countries in your target audience filters. The agent will look at the prospect's location and write the email in the official language of the country/region they are located in.
- France = French
- United Kingdom = English
- Sweden = Swedish
- Etc.

Choose A Language -- This will allow you to choose 1 language to override the default language with. Meaning all emails will be generated in ONLY the language you choose.

Email Content

Your selections here will change the corresponding section within each email.

Opening Lines -- This is the first thing your prospect will read in the email.

Connecting Statement -- This will connect your opening line(s) with who you are and why you're reaching out.

Body Paragraph -- This will go into more detail about what you do and why they should care.

Call-To-Action

Personalized Video + AI Chat Agent

This call-to-action model allows users to record a personal video message that their AI Agent can send to every lead it emails. You can record a video directly on the device you're currently using, or you can record on another device and upload the file.

Best Practices & Recommendations for AI Videos

Videos should be no longer than 45 seconds.
Videos that are shorter, candid, and showcase your unique personality tend to perform the best.
This video message will not change based on the prospect it is being sent to, meaning that you'll not want to address anyone by name or use any language intended for a single individual.
If you have multiple agents targeting the same list of leads, feel free to upload the same video to each of the agents.
We recommend that you record a unique video for each distinct audience that your agents are targeting. Meaning If 1 agent is going after universities your video can have some language specific to higher-ed, while another agent targeting marketing companies can have marketing specific language!
Don't try to pitch your business, use these videos to just ad a personal touch and ask them to do take whatever action you'd like!

This call-to-action is a great way to add a personal touch to your emails and shows prospects that you took time to make a video just for them!

AI Chat Agent

This is our default call-to-action. Prospects will be sent a link in their emails inviting them to a chat and/or to book a meeting with you.

When a prospect clicks on the link in the email they are brought to your landing page, which looks like this:

Prospects can read reviews, go to your website, book a meeting with you, or chat with your AI Agent to ask questions and learn a bit more about who you are and what you do.

Traditional / Reply-Based Approach

This call-to-action model allows you to write your own personalized message within the ai generated email with the intent of starting a conversation, which a much softer call-to-action than the other engagement models.

You can see prospect replies on the Conversations main tab, under the Replies subtab. From here you can either use the Reply button at the bottom of the email to reply to the prospect directly from the mailbox which originally sent them the email or you can forward the email to yourself and continue the conversation from your primary mailbox.

Clicking the reply button brings up this screen. Type your email into the text box. Use the email checker tool on the right-hand side to make sure your email is well written. Once you're happy with the reply, press the Send button.

Redirect Link

Send prospects to the link of your choosing. In the example below, we are sending prospects directly to a meeting scheduling page.

Specific words will be hyperlinked within your text based on the next option you select... either having the link at the start of the email or at the end.

Link At Start

This is an ad lib section.

Select the text from the dropdown menu, those words will be hyperlinked and will be the FIRST words in the call to action.

Simply type any other text you'd like so that the call to action makes sense. See example below:

Link At End

This is an ad lib section.

Select the text from the dropdown menu, those words will be hyperlinked and will be the LAST words in the call to action.

Simply type any other text you'd like so that the call to action makes sense. See example below:

Email Sequences

There are multiple different types of sequences that AI Agents use, which change depending on the actions of each individual lead.

Initial Sequence

All leads generated by your AI Agents will be enrolled into this sequence of emails.

After a lead receives the first email, they'll then receive a follow up email 10 days later, then another follow up after 12 more days, for a total of 3 emails across 23 days.

If a lead does not engage with your email (other than opening it) then they are removed from the sequence 13 days after their last follow up email was received.

Conversation Sequence

If you are using either the AI Chat or Personalized Video engagement models then you'll have access to the conversation sequence.

Leads who have received on of your initial emails, then engaged your AI Agent in a conversation, will be enrolled into this sequence.

Leads will be initially enrolled into this sequence 1 day after engaging your AI Agent in a conversation, they'll then receive a follow up email 7 days later, then another follow up after 7 more days, for a total of 3 emails across 15 days.

If a lead does not engage with your email (other than opening it) then they are removed from the sequence 7 days after their last follow up email was received.

Meeting Booked Sequence

If you are using either the AI Chat or Personalized Video engagement models then you'll have access to the Meeting Booked sequence.

Leads who have successfully booked a meeting with you will be enrolled into this sequence.

They'll immediately be sent an email confirming their booking, they'll then receive an email reminder 1 hour before the scheduled meeting time, then another reminder at the scheduled meeting time, for a total of 3 emails.

Leads are immediately unenrolled after they receive the 3rd reminder email.

Meeting No-Show Sequence

If a prospect that booked a meeting with you does not show up for the scheduled meeting, you can enroll them manually into this no-show sequence by navigating to the Leads page > Meetings subtab > clicking the "Mark As No-Show" button.

Leads enrolled into this sequence will receive an email asking them to book a new time 1 hour after the leads was marked as a no-show, they'll then receive an email reminder 2 days later, then another reminder 5 days after that, for a total of 3 emails across 8 days.

If a lead does not engage with your email (other than opening it) then they are removed from the sequence 7 days after their last reminder email was received.

Test Email Delivery

One of the most important steps you can take before launching your agent is to test for deliverability. To do this, click the Send Test Email button at the top right hand corner of the screen.

Enter the email address you'd like to send the sample email to, choose the sending mailbox from the drop-down menu, then press the "Send" button.

The sample email will appear in the chosen inbox.

Sample email not showing in your inbox?

Check the SPAM folder
- To fix this...
Check All Mail, Promotions, or other tab categories.
- To fix this...

View A Sample Email

As you make changes within stage 3 you can view a real-time sample email by clicking the Generate Sample Email button at the top right hand corner of the page.

Test Email Delivery

One of the most important steps you can take before launching your agent is to test for deliverability. To do this, click the Send Test Email button at the top right hand corner of the screen.

Enter the email address you'd like to send the sample email to, choose the sending mailbox from the drop-down menu, then press the "Send" button.

The sample email will appear in the chosen inbox.

Sample email not showing in your inbox?

Check the SPAM folder
- To fix this...
Check All Mail, Promotions, or other tab categories.
- To fix this...

Save Agent As A Draft

At anytime during the setup process of a new AI Agent, you can press the "Save As Draft" button to save any progress you've made so far, allowing you to come back and finish the setup process later.