Easily manage your agents, senders, team members, integrations, and personas to ensure your outreach strategy runs smoothly.
1. What Is an Agent?
An agent represents a company or department within SalesMind AI. For example, your sales department may use one agent, while your recruitment team uses another. Agencies typically create one agent per client.
Inside an agent, you manage everything that defines how outreach is executed from senders (LinkedIn accounts) to services, personas, integrations, and roles.
2. Managing Senders
A sender is an identity (e.g., LinkedIn account)
One sender = one person’s identity (first name, last name, contact info).
Over time, a sender will support multiple connected channels.
Make sure sender details are correct, especially in languages where gender or tone affects writing (e.g., French, Thai).
3. Knowledge Base Information
Agents include an information hub used by AI during conversations:
Services & Features (e.g., AI Lead Finder, White Label).
Competitors (LinkedIn URLs).
Sales decks, case studies, and testimonials.
Booking links and social media pages.
This ensures the AI always has the right link or resource to share at the right stage of the funnel - from nurturing with blog posts to pushing for demos.
4. Members & Roles
Add or remove team members within an agent.
Assign roles such as Admin or Owner.
Roles define what access each team member has.
You can change or delete roles (except the owner).
5. Settings & Integrations
Outreach Settings: Define schedules, inactive days, and time zones.
CRM Integration: Connect to one CRM per agent (e.g., HubSpot or Pipedrive). AI can auto-create deals, tasks, and sync contacts.
Contact Enrichment: Use built-in partners or SalesMind’s unlimited enrichment to fetch missing emails/phone numbers.
Zapier & Automations: Connect Zapier directly from the integrations section. This allows you to build automations and connect SalesMind AI with other tools in your workflow.
6. Personas
Personas define your ideal customer segments.
Each agent can manage multiple personas.
Keep personas updated with real data from campaigns.
Example: If CEOs consistently respond better than Owners, update the persona to prioritize CEOs.
Personas don’t need frequent changes but should be refined over time to improve AI targeting and qualification.
Key Takeaways
Agents represent a company, department, or client in SalesMind AI.
Manage senders, roles, integrations, and personas within the agent.
Keep the knowledge base updated so AI can provide the right resources.
Refine personas based on campaign data to improve targeting.
Conclusion
Managing an agent correctly ensures that AI-driven outreach stays aligned with your company’s services, audience, and goals. Think of the agent as the control center for all your outreach operations.
Happy Prospecting!