Why it's useful:
- Eliminates repetitive prospecting work that burns out BDRs and sales teams
- Creates genuinely personalised outreach at scale by leveraging CRM data points human reps often miss
- Maintains consistency in messaging while adapting to individual prospect context
- Supports multi-language outreach automatically if language preference is stored in the CRM
- Allows sales reps to focus on conversations with engaged prospects rather than cold email composition
- Learns and improves over time based on response patterns and feedback
The challenge: Early-stage prospecting is time-consuming and often feels like "soul-crushing grunt work" for BDRs. Writing personalised emails for dozens of prospects daily leads to burnout, inconsistent messaging, and missed opportunities to reference relevant engagement signals. Generic templates get ignored, but truly personalised outreach doesn't scale. Teams need a way to maintain quality personalisation while handling high volumes - without exhausting their human resources.
How to implement it:
Establish the agent's identity:
- Navigate to breeze > Prospecting Agent setup
- Assign the agent to send from a specific salesperson's identity (name and email address)
- Connect the salesperson's inbox so replies are routed correctly
- Ensure email authentication (SPF, DKIM) is properly configured for deliverability
Define communication parameters:
- Set the agent's tone of voice (formal, professional, conversational, helpful, consultative)
- Specify primary and secondary languages for outreach
- Define any industry-specific terminology or language preferences
- Establish brand voice guidelines the agent should follow
Provide comprehensive selling information:
- Input your company website URL for the agent to analyse your positioning
- Define your core value proposition and key differentiators
- List primary pain points your solution addresses
- Describe target personas with their roles, challenges, and goals
- Add product/service descriptions with specific use cases and benefits
- Upload case studies, testimonials, or success metrics the agent can reference
Configure calls to action and resources:
- Add meeting scheduler links (Calendly, HubSpot meetings)
- Upload relevant assets: product brochures (PDF), one-pagers, demo videos
- Link to HubSpot documents, landing pages, or gated content
- Provide URLs to relevant blog posts, webinars, or resource libraries
- Prioritise CTAs by stage - early outreach should focus on low-commitment engagement
Set up custom instructions and guardrails:
- Use advanced settings to provide explicit, structured instructions for the agent's role
- Specify output format requirements (e.g., subject line style, email length, number of personalisation points per message)
- Define what CRM fields to prioritise for personalisation (recent activity, company size, industry, technology stack)
- Tell the agent explicitly what NOT to do (e.g., don't mention competitors, avoid overly salesy language, don't make promises about pricing)
Configure review and approval workflow:
- Critical first step: Start with "Review before sending" mode enabled
- Have your sales manager or RevOps team review the first 20-50 generated emails
- Look for patterns in quality, tone accuracy, and personalisation relevance
- Only switch to "Send automatically" once you're confident in consistent output quality
- Keep random spot-checks in place even after automation
Set timing and frequency parameters:
- Define business days and hours for sending (respect prospect time zones)
- Set send windows that align with your target audience's email checking habits
- Configure sequence cadence (e.g., Day 1, Day 3, Day 7, Day 14)
- Limit total touches per enrollment (typically 4-6 emails maximum)
- Build in "pause if engaged" logic - stop the sequence if prospect replies or books a meeting
Optimise for warm prospects:
- Key principle: The Prospecting Agent works best for prospects with some engagement signal, not completely cold leads
- Ideal candidates: webinar attendees, content downloaders, website visitors, trade show contacts, referrals
- Use lead scoring to qualify prospects before enrolling them in agent-driven sequences
- Reserve completely cold outreach for human-crafted campaigns or different channels
Monitor and iterate:
- Review the agent's analysis reports weekly to track performance metrics
- Monitor: open rates, reply rates, meeting bookings, opt-out rates
- Test variations: Have the agent generate A/B test versions of subject lines and opening paragraphs
- Refine selling information based on which value propositions generate the most engagement
- Adjust custom instructions if the agent consistently misses the mark on specific aspects
Result:
- BDRs save 10-15 hours per week previously spent on email composition
- Outreach maintains consistent quality and brand voice at scale
- Personalisation improves because the agent leverages CRM data points humans often overlook
- Sales team focuses energy on high-value activities: conversations, demos, and closing deals
- Multi-language outreach becomes feasible without hiring multilingual staff
- Response rates improve due to contextually relevant, well-timed messaging
- Team morale improves as reps escape the "prospecting grind" and focus on relationship-building
