Keep the first agent narrow

Your first agent should prove one workflow end to end. Use one offer, one ICP, and a clear sending surface before expanding scope.

If you need the product-language version of those terms, read agent, offer, and ICP in the glossary.

Agent creation checklist

  • Attach the offer that represents the real message you want to send.
  • Use an ICP that is specific enough to review manually during the first run.
  • Confirm the agent has the sender accounts and integrations it actually needs.
  • Review the initial output before enabling a higher-throughput workflow.

Example first agent

Example: founder-led outbound for B2B SaaS

  • Offer: outbound system audits for SaaS teams with inconsistent pipeline.
  • ICP: founders or heads of growth at US SaaS companies with 10-50 employees.
  • Sender: one founder-owned LinkedIn account plus one Gmail inbox.
  • Review rule: every prospect must be manually reviewed before the first 10 sends.

Where to inspect results

After the first run, use the prospect queue guide to review what the agent surfaced and decide which actions should move forward.

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