Use case
Prospect research by an AI agent, with sources
In shortThe prospect research agent in Vellarin Agents searches the web for public information about a company and writes a one-page brief: what it does, approximate size, recent projects, who makes purchase decisions when that is public, and three questions for the first call, citing the page behind each fact. It is for anyone who sells to businesses. It contacts no one. Free to start; Pro is US$19 a month.
The problem
Calling a prospect cold, without knowing what they do or what they built last year, wastes the one chance you get. Researching each company takes half an hour you rarely have.
How the agent does it
- Hire the "Prospect research one-pager" agent from the gallery.
- Give it a company name and city, or a website.
- It searches public pages with the browser on your computer (or with Perplexity, if you add web research).
- It writes one page and cites the page each fact came from; when it finds nothing public, it says so.
- It ends with three questions for the first call. Save the brief to Drive, Notion or HubSpot after your OK.
What needs your approval
Research itself only reads public pages. Saving the brief into an app or emailing anyone waits for your approval.
Which AI and apps it uses
Claude, ChatGPT or Gemini on your computer, plus optional Perplexity for web research with sources (your own Perplexity key). With one-click apps it can save the brief in Google Drive, Notion or HubSpot.
Questions
Does it invent facts?
Its instructions require a source for each fact and to say when nothing public was found. Check the cited pages before you rely on them.
Does it contact the prospect?
No. It only researches. Any email it drafts waits for your approval.
Do I need Perplexity?
No. The agent can browse the web on your computer. Perplexity is an optional add-on for research with sources.
How much does it cost?
Free with one agent on one computer. Pro is US$19 a month (or US$15 a month billed yearly) for unlimited agents on up to 3 computers, with a 14-day free trial and no card to start. The AI itself runs on the subscription you already pay for.
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