Setup & Maintenance

Offers & ICPs

Define the message, market, lists, and user ownership before agents start working.

Purpose

Offers and ICPs are the planning layer for agent work. The offer explains the outcome you can credibly promise. The ICP explains which buyers and companies should receive that message.

Prerequisites

  • A workspace owner who can approve the first run.
  • One offer with a clear outcome, proof, and message direction.
  • One ICP narrow enough for manual review.
  • Any lists needed for imports, webhooks, or pipeline routing.

Steps

  1. Create or refine the offer before agent creation.
  2. Create the ICP from concrete buyer, company, and signal criteria.
  3. Keep lists tied to a clear operating purpose, such as imported prospects, webhook intake, nurture, or campaign review.
  4. Attach the offer and ICP to the first agent only after both are specific enough to audit.

Verification

  • The offer can be understood without reading internal notes.
  • The ICP excludes obvious bad-fit accounts.
  • Every active list has an owner and a reason to exist.
  • The first agent points to exactly one offer and one primary ICP.

Common mistakes

  • Using a broad ICP to avoid making targeting decisions.
  • Letting imported lists bypass the same qualification standard as agent-sourced prospects.
  • Changing offers while active agents are still running against the old message.

Related guides

Set Up Your Workspace

Configure your account, confirm your target workflow, and prepare your team to send.

Create Your First Agent

Set up a first agent with an offer, ICP, and operating scope that can ship real work.

Lists & Pipeline

Use lists, queue modes, assignment, pipeline stages, nurture, and rejection states deliberately.