Skip to content
Agency View

Step by Step how to generate Prospects by AI

Prospect by AI is a smart, automated way to receive 2–3 high-quality prospect recommendations every week — based on your selected niche and target area…

1 min read314 words2 explained images
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
Prospect by AI is a smart, automated way to receive 2–3 high-quality prospect recommendations every week — based on your selected niche and target area. Powered by intelligent scoring and data signals, this feature helps agencies and locations find better leads, faster — without the manual effort.
Once enabled, AI analyzes your configured niche and location preferences to surface top-matching businesses and delivers them directly to your dashboard, ready for outreach.
Available to
  1. All Agencies – via Labs
  2. All Locations – via Labs
-> If you have subscribed to Premium Prospecting, you would be able to receive premium reports via AI else Basic Reports by default

How to Enable It

In Agency
  1. Go to Labs inside your agency
  2. Toggle ON “Prospect by AI”
  3. Navigate to Prospecting → Settings → AI Report Configuration
  4. Turn ON the AI Recommendations toggle and Save
  5. If you have Free Plan: You can still use this AI Feature completely meaning you will get 2-3 AI Generated Prospects but reports generated will be basic reports only (not Premium Reports)
In Sub Accounts
  1. Go to Labs inside your sub accounts
  2. Toggle ON “Prospect by AI”
  3. Navigate to Marketing Tab -> Prospecting → Settings → AI Report Configuration ( Remember to access Prospecting in Sub Account, you must first enable it under reselling tab in agency)
  4. Turn ON

How to Configure it

  1. Select upto three niches you want to generate prospects for
  2. Set the country, city, area and Pin code so AI can use them to find right prospect
  3. By Default basic Reports is available for all, but to generate Premium Reports you first need to subscribe to premium prospecting 
How to Configure it (image 1 of 2) What this shows Select upto three niches you want to generate prospects for Set the country, city, area and Pin code so AI can use them to find right… What this shows Illustrates the "How to Configure it" section of "Step by Step how to generate Prospects by AI". This screenshot appears in the "How to Configure it" section of "Step by Step how to generate Prospects by AI". The text alongside this image reads: Select upto three niches you want to generate prospects for Set the country, city, area and Pin code so AI can use them to find right prospect By Default basic Reports is available for all, but to generate Premium Reports you first need to subscribe to premium prospecting. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Where to See the Prospects Generated? Image 1 of 2 What to chooseSelect upto three niches you want to generate prospects for Set the country, city, area and Pin code so AI can use them to find right prospect By Default basic Reports is available for all, but to generate Premium Reports you first need to subscribe to premium prospecting
Fields in this part of the guide Look for the AI Recommended card — refreshed every 2–3 days
Next stepWhere to See the Prospects Generated?
All 3 steps in this procedure
  1. Select upto three niches you want to generate prospects for
  2. Set the country, city, area and Pin code so AI can use them to find right prospect
  3. By Default basic Reports is available for all, but to generate Premium Reports you first need to subscribe to premium prospecting
Where to See the Prospects Generated?
  • New prospects will appear directly on your Prospecting Dashboard
  • Look for the AI Recommended card — refreshed every 2–3 days
  • A notification badge will alert as soon as you open Prospect Dashboard when new recommendations are ready

How to Configure it (image 2 of 2) What this shows New prospects will appear directly on your Prospecting Dashboard Look for the AI Recommended card — refreshed every 2–3 days A… What this shows Illustrates the "How to Configure it" section of "Step by Step how to generate Prospects by AI". This screenshot appears in the "How to Configure it" section of "Step by Step how to generate Prospects by AI". The text alongside this image reads: New prospects will appear directly on your Prospecting Dashboard Look for the AI Recommended card — refreshed every 2–3 days A notification badge will alert as soon as you open Prospect Dashboard when new recommendations are ready. Image 2 of 2 What this coversNew prospects will appear directly on your Prospecting Dashboard Look for the AI Recommended card — refreshed every 2–3 days A notification badge will alert as soon as you open Prospect Dashboard when new recommendations are ready

Was this guide helpful?

Related guides