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Lead Enrichment Agent

The Lead Enrichment Agent automates prospect research by combining web search and website scraping to deliver a comprehensive profile summary for personalized outreach.

The agent takes a person’s name, company name, and company URL, and then:

  • Automatically searches the web for professional and personal background information.
  • Scrapes the company website for business details and context.
  • Combines all findings into a profile summarizing background, company insights, and social media activity.
Why use this agent?

This agent is perfect for sales teams and recruiters, providing quick, thorough prospect research that enables highly personalized outreach, increases conversion rates, and maximizes productivity.

Use Cases​

  • Sales Prospecting Enhancement Automatically research and profile high-value prospects before outreach calls or meetings. Gather comprehensive background information including work history, education, skills, and company details to personalize sales conversations and increase conversion rates.

  • Account-Based Marketing (ABM) Research Create detailed target account profiles by researching key decision-makers and their companies. Build comprehensive intelligence on prospects’ professional backgrounds, company initiatives, and organizational structure to craft highly targeted marketing campaigns.

  • Business Development Lead Qualification Efficiently qualify inbound leads by researching prospects and their companies before sales meetings. Understand prospects’ business context, company size, industry challenges, and decision-making authority to prioritize high-quality opportunities and maximize sales team productivity.

Pro tip

Integrate the final output of the enrichment agent with your CRM (like Salesforce or HubSpot) to automatically update contact records with fresh, detailed prospect intelligence before a sales rep even touches the lead.

Testing the Agent​

Step 1: Access the Agent​

Lead Enrichment Agent template in SmythOS Templates
  • Go to the Templates section in the sidebar
  • Navigate to the Marketing Tab
  • Find the Lead Enrichment Agent and click Remix
Lead Enrichment Agent template Remix in SmythOS
  • The agent workspace will display showing all workflow components

Step 2: Run the Agent​

You can test the agent using either of these methods:

Option 1: From the top toolbar

Testing Lead Enrichment Agent from Form Preview
  1. Click Test (top-right)
  2. Switch to the Form Preview tab
  3. Fill the form details with your inputs
  4. Click Run to execute the workflow

Option 2: Form Preview from the Canvas

  1. Click the Form Preview button on the APIEndpoint block labeled “research-information”.
  2. Enter the input fields and fill the form. For example:
    • Full-name: Alexander De Ridder
    • Company website url: www.smythos.com
    • Company-name: SmythOS
  3. Click Run to test and view results.

Deploying the Agent​

Step 1: Start Deployment​

Deploy button in SmythOS Agent Studio
  • Click Deploy (top-right corner of the Studio interface)
  • Pick your environment:

Step 2: Choose Your Deployment Type​

Pick how users will interact with your agent.

  • Custom GPT: Embed your personalized GPT model with customized instructions, behaviors, or tools.
  • Chatbot: Deploy a conversational agent that can interact with users via chat interfaces.
  • LLM: Connect directly to a large language model using API keys for flexible integrations.
  • API: Use API endpoints to programmatically call your agent from applications or services.
  • MCP: Integrate via Model Context Protocol (MCP) for structured, context-aware interactions.
  • Alexa: Deploy your agent as an Alexa skill, enabling voice-based user interactions.

You can find detailed guides to them by reading the Deploy Your Agent As... page.

Best option

For integrating with CRM or sales automation platforms, deploy as an API. This allows you to trigger enrichment automatically when a new lead is added to your pipeline.

Customization Tips​

Example customization

To improve research quality, adjust the Research Accuracy by lowering the temperature settings (0.3-0.5) in the Information Extraction and Company Information components to prioritize factual data extraction over creative interpretation.

  • Search Depth – Increase WebSearch sourcesLimit from 5 to 10-15 for more comprehensive prospect research, or reduce to 3 for faster processing
  • AI Model Selection – Use GPT-5 for complex prospect analysis requiring nuanced insights, or GPT-5-mini for faster lead processing in bulk operations
  • Research Accuracy – Lower temperature settings (0.3-0.5) in Information Extraction and Company Information components for more factual data extraction
  • Profile Depth – Adjust the Research Information prompt to include specific fields like “education background”, “recent achievements”, or “social media activity” based on your sales needs
  • Time Sensitivity – Enable WebSearch timeRange filtering (day/week/month) to focus on recent news and updates about prospects and companies
  • Anti-Detection – Toggle WebScrape antiScrapingProtection and javascriptRendering based on target company websites (enable for LinkedIn, corporate sites)
  • Additional Research Sources – Add custom inputs for LinkedIn URLs, Twitter handles, or specific company pages to enhance data gathering
  • Output Formatting – Modify the final Research Information prompt to structure output as CRM-ready fields (contact info, pain points, decision-making authority)
  • Parallel Processing – Add multiple WebSearch components with different queries (person + company, person + industry) for broader context gathering