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Prospect AI Activity Center & CRM Pipeline Integration
Track AI agent performance with detailed execution history, actionable recommendations, and automatic CRM pipeline integration at the sub-account level.
What You'll Learn
The Prospect AI experience provides complete visibility into AI agent activity, including execution history, performance metrics, and prospect discovery patterns. This article explains how to use the redesigned agent interface, activity center, and native CRM pipeline integration available at the sub-account level.
You'll learn how to monitor agent performance, diagnose discovery issues, review execution logs, and automatically route new prospects into your sub-account sales pipeline.
The Prospect AI Activity Center provides comprehensive visibility into AI agent performance and execution history. This centralized interface displays when agents run, how many prospects they discover, which business categories they find, and why they might not be finding results.
The Activity Center transforms Prospect AI from a simple discovery tool into a complete AI SDR platform by offering actionable insights and recommendations when agents underperform. Instead of guessing why an agent isn't finding prospects, you receive specific suggestions to improve discovery results.
Combined with native CRM pipeline integration at the sub-account level, the Activity Center enables you to monitor, diagnose, and optimize your entire AI-powered prospecting operation from a single dashboard.
2Key Features
The redesigned Prospect AI experience delivers visibility and control across your AI prospecting team.
Enhanced Agent Cards — View total prospects discovered, last successful run, next scheduled run, agent description, and quick access to all prospects without opening agent settings.
Dual-View Agent Workspace — Access Summary and Activity tabs to review configuration, statistics, execution history, and upcoming schedules before making changes.
Execution Insights — Track when agents run, how many prospects they find, which business categories are discovered, and receive actionable recommendations when no results are found.
Dashboard Metrics — Monitor total AI agents, active agents, total prospects discovered, and monthly lead usage at a glance with integrated search functionality.
Native CRM Integration (Sub-Account Only) — Automatically add newly discovered prospects to specific pipelines and stages within sub-accounts, eliminating manual movement between prospecting and sales workflows.
Complete AI SDR Platform
From Discovery to Pipeline
Prospect AI now discovers, qualifies, organizes, and prepares prospects for outreach with minimal manual work.
3Redesigned AI Agent Cards
AI agent cards display critical performance information directly on the dashboard, eliminating the need to open each agent to understand its status.
Each agent card displays:
Info 1
Total Prospects Discovered
The cumulative number of prospects this agent has found across all execution runs.
Info 2
Last Successful Run
The most recent date and time the agent completed an execution cycle.
Info 3
Next Scheduled Run
The upcoming execution time based on the agent's schedule configuration.
Info 4
Agent Description & Specialization
The agent's purpose and targeting criteria at a glance.
Info 5
Quick Access Link
Direct link to view all prospects found by the agent without entering edit mode.
Redesigned AI Agent Cards (image 1 of 9)What this shows Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable…What this showsIllustrates the "Redesigned AI Agent Cards" section of "Prospect AI Activity Center & CRM Pipeline Integration".This screenshot appears in the "Redesigned AI Agent Cards" section of "Prospect AI Activity Center & CRM Pipeline Integration". For context, this section explains: Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable recommendations, and automatic CRM pipeline integration at the sub-account level. What You'll Learn The Prospect AI experience provides complete visibility into….Image 1 of 9
Clicking an AI agent opens its dedicated workspace instead of edit mode. This workspace contains two tabs that provide comprehensive visibility before you make configuration changes.
Summary Tab
The Summary tab consolidates agent configuration, performance statistics, and discovery criteria in one view.
Component 1
Agent Configuration
Current targeting parameters, search radius, conversion score filters, and GBP rating requirements.
Component 2
Prospect Statistics
Total prospects discovered, prospects added in recent runs, and discovery rate trends.
Component 3
Prospect Finding Criteria
Business categories, location parameters, and qualification filters applied by the agent.
Component 4
Next Scheduled Run
Upcoming execution time and frequency setting.
Component 5
Quick Access to Prospects
Direct link to view and manage all prospects discovered by this agent.
Summary Tab (image 2 of 9)What this shows Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable…What this showsIllustrates the "Summary Tab" section of "Prospect AI Activity Center & CRM Pipeline Integration".This screenshot appears in the "Summary Tab" section of "Prospect AI Activity Center & CRM Pipeline Integration". For context, this section explains: Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable recommendations, and automatic CRM pipeline integration at the sub-account level. What You'll Learn The Prospect AI experience provides complete visibility into….Image 2 of 9
The Activity tab provides complete execution history and scheduling information.
Component 1
Complete Execution History
Chronological log of all agent runs with timestamps and results.
Component 2
Previous Runs
Detailed results from past executions including prospects found and business categories discovered.
Component 3
Upcoming Schedules
Planned execution times based on current schedule configuration.
Component 4
Success and Failure Logs
Diagnostic information for completed runs and any errors encountered during execution.
Activity Tab (image 3 of 9)What this shows Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable…What this showsIllustrates the "Activity Tab" section of "Prospect AI Activity Center & CRM Pipeline Integration".This screenshot appears in the "Activity Tab" section of "Prospect AI Activity Center & CRM Pipeline Integration". For context, this section explains: Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable recommendations, and automatic CRM pipeline integration at the sub-account level. What You'll Learn The Prospect AI experience provides complete visibility into….Image 3 of 9
The Activity Center explains what your AI agents have been doing and provides actionable insights when performance needs improvement.
You can review the following information for each agent:
Last Execution Time — When the agent most recently completed a discovery run.
Next Scheduled Run — Upcoming execution time based on schedule configuration.
Prospects Found — Number of qualifying prospects discovered in each run.
Business Categories — Which industry segments and business types were identified.
Historical Execution Logs — Complete run history with timestamps and results.
Actionable Recommendations
When an agent doesn't find prospects, the Activity Center provides specific suggestions to improve discovery performance rather than leaving you to diagnose the issue manually.
Common recommendations include:
Recommendation 1
Increase Search Radius
Expand the geographic area to discover more qualifying businesses.
Recommendation 2
Relax Conversion Score Filters
Lower the minimum conversion score threshold to include more potential prospects.
Recommendation 3
Lower GBP Rating Requirements
Adjust Google Business Profile rating filters to capture a broader prospect pool.
Recommendation 4
Upgrade Monthly Limit or Reallocate Usage
Increase the account's monthly lead limit or redistribute credits across agents to allow more discovery runs.
Actionable Recommendations (image 4 of 9)What this shows Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable…What this showsIllustrates the "Actionable Recommendations" section of "Prospect AI Activity Center & CRM Pipeline Integration".This animation appears in the "Actionable Recommendations" section of "Prospect AI Activity Center & CRM Pipeline Integration". For context, this section explains: Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable recommendations, and automatic CRM pipeline integration at the sub-account level. What You'll Learn The Prospect AI experience provides complete visibility into….Image 4 of 9
The Prospect AI dashboard displays high-level metrics across all agents, providing quick visibility into overall prospecting performance.
Dashboard metrics include:
Total AI Agents — The total number of agents configured in your account.
Active Agents — How many agents are currently enabled and scheduled to run.
Total Prospects Discovered — Cumulative prospects found across all agents.
Monthly Lead Usage — Current consumption against your account's monthly lead limit.
Search Functionality
The dashboard includes a search bar to quickly locate specific agents by name, or by Active/Paused status. This feature becomes essential as your AI prospecting team scales and you manage multiple specialized agents.
Search Functionality (image 5 of 9)What this shows Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable…What this showsIllustrates the "Search Functionality" section of "Prospect AI Activity Center & CRM Pipeline Integration".This screenshot appears in the "Search Functionality" section of "Prospect AI Activity Center & CRM Pipeline Integration". For context, this section explains: Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable recommendations, and automatic CRM pipeline integration at the sub-account level. What You'll Learn The Prospect AI experience provides complete visibility into….Image 5 of 9
Prospect AI integrates directly with GHL Customer Care CRM pipelines at the sub-account level, enabling automatic prospect routing from discovery to sales workflow. This native integration eliminates manual transfer of prospects between Prospecting and CRM modules.
When configuring an agent within a sub-account, you can select which pipeline and stage newly discovered prospects should enter. Every qualifying prospect is automatically added to your chosen pipeline, making it immediately available for review, automation rules, and outreach campaigns.
Important
CRM pipeline integration is only available when configuring agents at the sub-account level. Agency-level agents do not support automatic pipeline routing.
Integration Options
Setting 1
Target Pipeline
Choose which pipeline prospects should enter when discovered by the agent.
Setting 2
Entry Stage
Select which pipeline stage prospects should be placed in upon discovery.
Automation Benefit
Pipeline integration enables you to apply automation rules, assign tasks, and trigger workflows immediately upon prospect discovery—without manual data transfer.
How to Set Up CRM Pipeline Integration
Follow these steps to configure automatic prospect routing from Prospect AI to your CRM pipeline within a sub-account.
Step 1
Access a Sub-Account
Navigate to the sub-account where you want to configure pipeline integration. CRM pipeline integration is not available at the agency level.
Step 2
Navigate to Prospect AI
Access the Prospect AI module from the GHL Customer Care main menu within the sub-account.
How to Set Up CRM Pipeline Integration (image 6 of 9)What this shows Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable…What this showsIllustrates the "How to Set Up CRM Pipeline Integration" section of "Prospect AI Activity Center & CRM Pipeline Integration".This screenshot appears in the "How to Set Up CRM Pipeline Integration" section of "Prospect AI Activity Center & CRM Pipeline Integration". For context, this section explains: Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable recommendations, and automatic CRM pipeline integration at the sub-account level. What You'll Learn The Prospect AI experience provides complete visibility into….Image 6 of 9
Click on an existing AI agent or create a new agent to configure.
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From the agent workspace, click the Edit button to modify agent configuration.
How to Set Up CRM Pipeline Integration (image 8 of 9)What this shows Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable…What this showsIllustrates the "How to Set Up CRM Pipeline Integration" section of "Prospect AI Activity Center & CRM Pipeline Integration".This screenshot appears in the "How to Set Up CRM Pipeline Integration" section of "Prospect AI Activity Center & CRM Pipeline Integration". For context, this section explains: Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable recommendations, and automatic CRM pipeline integration at the sub-account level. What You'll Learn The Prospect AI experience provides complete visibility into….Image 8 of 9
Scroll to the Lead Encrichment stage within the agent configuration screen. Toggle the Save new prospects to Contacts and check on Also add to a pipeline stage button.
How to Set Up CRM Pipeline Integration (image 9 of 9)What this shows Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable…What this showsIllustrates the "How to Set Up CRM Pipeline Integration" section of "Prospect AI Activity Center & CRM Pipeline Integration".This screenshot appears in the "How to Set Up CRM Pipeline Integration" section of "Prospect AI Activity Center & CRM Pipeline Integration". For context, this section explains: Prospect AI Prospect AI Activity Center & CRM Pipeline Integration Track AI agent performance with detailed execution history, actionable recommendations, and automatic CRM pipeline integration at the sub-account level. What You'll Learn The Prospect AI experience provides complete visibility into….Image 9 of 9
Choose which pipeline newly discovered prospects should be added to from the dropdown menu. Choose which stage within the selected pipeline prospects should enter upon discovery.
Step 7
Save Configuration
Click Save to apply pipeline integration settings to the agent.
Configuration Applied
All future prospects discovered by this agent will automatically be added to the selected pipeline and stage. Existing prospects are not retroactively moved.
8Frequently Asked Questions
Q: Does the Activity Center show real-time agent execution status?
Yes. The Activity tab displays when agents last ran, upcoming scheduled executions, and historical logs. Execution data updates after each agent run completes.
Q: Is CRM pipeline integration available at the agency level?
No. CRM pipeline integration is only available when configuring agents within a sub-account. Agency-level agents do not support automatic pipeline routing.
Q: What happens if I change pipeline integration settings for an existing agent?
Only newly discovered prospects will be added to the updated pipeline and stage. Existing prospects remain in their current location and are not automatically moved.
Q: Can different agents add prospects to different pipelines?
Yes. Each agent within a sub-account has independent pipeline integration settings. You can route different prospect types to different pipelines based on agent specialization.
Q: How do I access the actionable recommendations when an agent finds no prospects?
Open the agent workspace and navigate to the Activity tab. If the most recent run returned zero prospects, the Activity Center displays specific recommendations to improve discovery performance.
Q: Does pipeline integration work with custom pipelines?
Yes. You can select any pipeline configured in your sub-account, including custom pipelines and custom stages.
Q: Can I view which business categories an agent discovered without opening execution logs?
Yes. The Activity Center displays discovered business categories for each execution run, providing visibility into prospect composition without reviewing detailed logs.
Q: How does the search bar filter agents on the dashboard?
The search bar matches agent names, descriptions, and targeting criteria. Enter keywords related to industry focus, location, or configuration details to quickly locate specific agents.
Q: Can I disable pipeline integration after setting it up?
Yes. Edit the agent configuration and remove the pipeline and stage selections to disable automatic routing. Future prospects will no longer be added to the CRM pipeline automatically.
