What is an Agent?
An Agent acts as the organizational unit inside SalesMind AI. It represents either:
- Your company as a whole
- A specific department (e.g., Sales vs. Recruitment)
- Or, if you are an agency, one of your clients
Each Agent contains Senders, team members, outreach settings, and persona information that define how campaigns will run.
Key Components of an Agent
1. Senders
- A Sender is an identity that performs outreach, such as a LinkedIn account.
- Multiple senders can be added under one agent.
- Each sender inherits outreach settings from the Agent, but these can be customized at the campaign level.
2. Team Members and Roles
- Each agent includes a list of members with assigned roles.
- Roles (e.g., Owner, Admin) define permissions and access levels.
- You can invite new members, change their role, or remove them, but the Owner cannot be deleted.
3. Information (Knowledge Base)
- Defines the services your company offers, LinkedIn company page, booking links, testimonials, and other reference material.
- Acts as the knowledge base that the AI uses to understand your business.
4. Integrations
- Agents can connect to external tools like CRMs, enrichment tools, and automation platforms.
- This allows SalesMind AI to sync with your existing sales stack.
5. Personas
- Personas define the target audiences your campaigns will reach.
- Each persona should be specific (e.g., B2B SaaS Founder, Sales Director, etc.).
- Having accurate personas ensures AI-driven personalization works effectively.
Key Takeaways
- Agents are the container for all outreach activity in SalesMind AI.
- Senders (e.g., LinkedIn accounts) live inside agents and run campaigns.
- Personas and company information in the Agent tab serve as the AI’s knowledge base.
- Roles and permissions keep your workspace secure and organized.
Conclusion
Agents structure your SalesMind AI workspace. By correctly setting up your senders, team roles, integrations, and personas, you give the AI the foundation it needs to run effective outreach campaigns.
If you are ready, you can start setting up your campaign by following this guide.
Happy Prospecting!