Prospect AI helps you discover business leads and monitor the performance of your AI agents. The redesigned experience introduces detailed execution history, improved agent dashboards, and recommendations for refining prospect discovery.

Native CRM pipeline integration can automatically add newly discovered prospects to a selected pipeline and stage. Learn how to review agents, investigate unsuccessful runs, view discovered prospects, and configure pipeline integration in HighLevel.

The Prospect AI Activity Center provides visibility into how your AI agents discover business prospects. You can review execution history, upcoming schedules, prospect counts, discovered business categories, and recommendations when an agent does not find prospects.

Selecting an agent opens its dedicated workspace with Summary and Activity tabs rather than immediately entering edit mode. The redesigned dashboard also provides agent metrics and search.

CRM pipeline integration connects prospect discovery with HighLevel's sales process. When configured within a sub-account, an agent can automatically add newly discovered prospects to a selected pipeline and stage.

The redesigned Prospect AI experience makes it easier to review agent performance, investigate unsuccessful runs, and organize prospects for follow-up.

• Enhanced Agent Cards: Review prospect totals, recent execution information, upcoming schedules, and agent specialization without opening the editing screen.
• Summary and Activity Views: Review configuration, prospect statistics, discovery criteria, and execution history before making changes.
• Actionable Diagnostics: Understand why an agent found no prospects and review suggested adjustments.
• Dashboard Visibility: See agent totals, active agents, discovered prospects, monthly lead usage, and search controls.
• CRM Pipeline Integration: Route newly discovered prospects to an existing sub-account pipeline and stage.

Prospect AI access and CRM routing depend on the account's Prospecting configuration. Review these requirements before enabling automatic pipeline placement.

• Prospecting access: Prospecting and Prospect AI must be available in the applicable account.
• Sub-account requirement: Native Prospect AI pipeline routing is supported for agents configured within a sub-account. Agency-level agents do not support this option.
• Existing pipeline: The sub-account must have a CRM pipeline and the destination stage you want to use.
• Contact creation: Enable Save new prospects to Contacts when configuring pipeline placement for the AI agent.
• Future prospects: Pipeline changes apply to prospects discovered after the settings are saved. Existing prospects are not automatically moved.
• Usage limits: Monthly lead limits and Prospect AI availability depend on the account's Prospecting access.

Use the Prospect AI dashboard to review agent activity. To automatically route newly discovered prospects to CRM, open an existing agent and configure its Lead enrichment settings.

Review Agent Activity and Prospect Results

The agent workspace lets you review configuration and execution results before editing an agent.

1. Open the relevant HighLevel Sub-Account.
2. Select Marketing from the left navigation.
3. Open Prospecting.
4. Select the Prospect AI tab.

5. Locate the AI agent you want to review on the dashboard.
6. Select the agent's card to open the Agent details panel.
7. Select Summary to review prospect statistics, criteria, and scheduling.
8. Select Activity to review historical runs and upcoming schedules.
9. Review any unsuccessful runs and the available recommendations.

Configure CRM Pipeline Integration for an Existing Agent

Pipeline integration is configured separately for each eligible agent. Follow these steps to choose the pipeline and stage for future discoveries.

1. Open the relevant HighLevel Sub-Account.
2. Select Marketing.
3. Open Prospecting.
4. Select the Prospect AI tab.
5. Select an existing AI agent.
6. In the Agent details panel, click Edit.

7. Open the Lead enrichment step in the agent editing screen.
8. Turn on Save new prospects to Contacts.
9. Check Also add to a pipeline stage.
10. Use Pipeline name to select the destination pipeline.
11. Use Stage to select the destination stage.
12. Click Update agent to save the changes.

Redesigned agent cards display information directly on the Prospect AI dashboard. Each card helps you identify the agent and review its recent results without opening the editing screen.

View All Prospects Discovered by an Agent

Use the View prospects action to open a list of businesses discovered by a specific AI agent. The list shows available prospect details and provides a search field.

1. Open your HighLevel Sub-Account.
2. Select Marketing, then Prospecting.
3. Open the Prospect AI tab.
4. Locate the agent whose discoveries you want to review.
5. Click View prospects on the agent card.
6. Review the List of prospects side panel. Use Search prospect to find a business in the list.

Selecting an agent opens its details panel instead of immediately entering edit mode. The Summary and Activity tabs provide different views of configuration and performance information.

Summary Tab

The Summary tab provides a snapshot of the agent's configuration, discovered prospects, finding criteria, and upcoming schedule.

• Prospect information: Review the total discovered prospects and available business-category breakdowns.
• Prospect finding criteria: Review settings such as search radius, website requirements, Google Business Profile rating, and conversion criteria.
• Scheduling: Review the agent's schedule and next planned run.
• View all prospects: Open the list of businesses discovered by the agent.

Activity Tab

The Activity tab shows previous runs, upcoming schedules, results, and available diagnostic information. It helps you understand how an agent has performed over time.

• Execution history: Review previous runs and recorded results.
• Run status: Use the available All, Success, and Failed views to review results.
• Upcoming schedules: See when the next agent run is planned.
• No-prospects-found details: Review available explanations and recommended fixes.

The Agent Activity Center shows what your agents have done during previous executions. When an agent finds no prospects, the Activity tab can explain the outcome and suggest adjustments for future discovery.

• Last execution: Review the most recent recorded run.
• Next scheduled run: Review the next planned execution.
• Prospects found: See how many qualifying prospects were discovered.
• Business categories: Review the types of businesses discovered.
• Execution logs: Review historical results and available explanations.

Actionable Recommendations

When an agent finds no prospects, it may recommend adjusting targeting filters or reviewing available lead limits.

The Prospect AI dashboard provides a summary of your AI agents and their discovery results. Use the metrics, search field, and agent filter to review agents without opening each workspace.

Search and Filter Agents

Use Search for an agent to find an agent in the dashboard. The adjacent All agents selector provides the available agent filtering options.

Related Articles

•  Prospecting at Sub Accounts 
•  Add Prospects to a Pipeline from the Prospecting Tool 
•  How Prospecting Creates Contacts in Your CRM 
•  Workflow Trigger for New Prospects in the Prospecting Tool 
•  Understanding Pipelines