SmartAgents is an AI-powered, fully customizable assistant built right into Smartlead. It helps you automate every stage of your go-to-market (GTM) process, from lead research and outreach to mailbox health, analytics, and even closing deals.
SmartAgents is your AI-powered teammate inside Smartlead, designed to automate every part of your repetitive GTM process so you can focus on what matters, which is closing deals.
With SmartAgents, you can:
Automate repetitive sales, marketing, and ops workflows
Execute tasks in Smartlead and connected tools (Slack, HubSpot, Pipedrive, Calendly, Airtable, Google Sheets, and more)
Analyze performance and take proactive action without manual intervention
Get real-time alerts when something needs your attention
You can build a SmartAgents from scratch or start with a pre-built template, no coding required.
SmartAgents is a modular AI-driven assistant that works based on:
Triggers: Scheduled times, specific events (e.g., a lead reply), or manual runs
Actions: Internal Smartlead actions and external tool integrations
Context: Your business rules, ICP, and historical performance data
Logging: Every run is recorded, so you can review and refine
You can run one SmartAgents or build a network of specialized SmartAgents to cover your full GTM motion.
Find “SmartAgents” in the left-hand navigation panel of Smartlead.
You will be taken to the SmartAgents Page within the app.
At this stage, you can start from scratch. For that, describe the task you need the Agent to perform.
Alternatively, you can select a pre-existing template to run a query for you.
Customize your prompt as much as you want. For example, you can define your ICP, tone of messages, and rules it should follow while running a query.
Now, answer a few quick questions as the LLM guides you.
If you are happy with the result, you can move ahead to generate a prompt for you or edit to add correct context.
Now your prompt is ready for configuration & testing.
As you can see in the example image above, you will see live updates of integrations needed for the Agent to perform optimally.
Link CRMs, Slack, Airtable, or other platforms via API keys if already not set up. This is a one-time activity; once you have connected the respective tools to Smartlead, you don’t need to perform this task again.
Run a simulation to see exactly how the SmartAgents will behave.
If you’re not satisfied with the test run results, provide appropriate feedback, and the simulation will rerun with the provided inputs.
Set triggers (schedule, timezone, whether you want to skip weekends, or event-based triggers) for the SmartAgents to perform the action.
On the SmartAgents tab, click on All Agents to check all the SmartAgents you have created and deployed.
By clicking on each of the SmartAgents, you can pause, check the detailed status, run logs, etc.
Here are some best practices to follow for using SmartAgents to make it work perfectly:
Be precise: Be as detailed and comprehensive as you can be; vague prompts create vague actions
Start small: At first, start with automating one high-impact process first and scale from there
Review logs: Regularly check run history for accuracy
Automate alerts: Have SmartAgents notify you of discrepancies or anomalies across your Smartlead workflow
Chain workflows: Use multiple SmartAgents for full-funnel automation
1. What happens when my SmartAgents don't run?
Check the run logs on the left-hand side of the screen, under the SmartAgents tab. Common causes often include missing integration keys or triggers not appropriately set.
2. Can I pause a SmartAgent?
Yes, from the SmartAgents dashboard, select Pause, and it will stop the action you have prompted it to perform.
3. How does SmartAgents help my team?
SmartAgents is designed to handle your repetitive tasks, allowing your team to focus on conversations and, most importantly, conversions that close a higher number of deals.
If you are facing any difficulties or have questions, feel free to reach out to our live chat support for a quicker resolution. We’re here to help you.
