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AI Agent or Platform?

What it's for

Prosperian has two spaces. With the AI Agent, you delegate: the agent finds prospects, writes campaigns and sends them from your accounts, after your review. With the Platform, you drive it yourself: lists, enrichment, sequences, calls and Inbox. Either way, you stay in control.

Before you start

  • An active Prosperian account. For the AI Agent, your administrator must have allowed it to prospect for the organization.

Steps

  1. 1

    At the top of the left rail, open the space switcher.

  2. 2

    Choose Agent ("Supervise the agent") if you want the agent to prospect for you.

  3. 3

    Choose Platform ("The full toolset") if you want to build your lists and sequences yourself.

  4. 4

    You can switch at any time: your lists, contacts and conversations are shared.

Expected result

You know which space to open. If you are unsure, start with the agent: it proposes campaigns that you review before anything is sent.

Going further

Next tutorial: Set up your agent

AI Agent or Platform?