AI Agents
AI agents automate complex tasks in your CRM — from scoring leads to generating reports to sending personalised follow-ups.
What Can Agents Do?
Agents can read and write across your CRM:
- Score or tag contacts based on activity
- Update deal stages based on rules
- Summarise a contact's history before a call
- Enroll contacts in sequences based on criteria
- Create tasks and assign them
- Generate reports and email them to you
- Send personalised emails at scale
Built-In Agents
Prerak includes several pre-built agents ready to use:
| Agent | What it does |
|---|---|
| Lead Scorer | Scores contacts (0–100) based on engagement and deal activity |
| Meeting Prep | Summarises a contact before a meeting — recent activity, deal status, last touch |
| Deal Health Check | Flags deals at risk (no activity, past close date, no next step) |
| Sequence Recommender | Suggests the best sequence for a contact based on their profile |
| Activity Digest | Sends you a daily summary of your team's CRM activity |
Running an Agent Manually
- Go to Agents in the sidebar
- Click on an agent
- Review the description and required inputs
- Enter inputs (e.g., a contact ID, or select contacts from a filter)
- Click Run
- Wait for the result (most agents complete in under 30 seconds)
Scheduling an Agent
Agents can run automatically on a schedule.
- Open an agent → click Schedule
- Choose frequency: daily, weekly, or on a cron schedule
- Configure inputs (e.g., "run on all contacts where stage = Lead")
- Click Save Schedule
The agent runs automatically and logs results to its run history.
Approval-Required Agents
Some agents are configured to pause before taking action and ask for your approval.
When this happens:
- You'll receive a notification: "Agent wants to send 15 emails — Approve?"
- Click View Plan to see exactly what the agent intends to do
- Click Approve to execute or Reject to cancel
Approval is required for agents that send emails, enroll in sequences, or delete records.
Agent Run History
Go to Agents → [agent name] → History to see:
- All past runs
- Run status (completed, failed, pending approval)
- What actions were taken
- Output summary
Installing Third-Party Agents (Marketplace)
The Prerak marketplace lets you install agents built by the community.
- Go to Agents → Marketplace
- Browse or search for agents
- Click Install
- Review requested permissions (what data the agent can access)
- Click Approve & Install
Installed agents appear alongside built-in agents.
Using Agents via AI Chat
With ChatGPT or Claude Desktop connected:
"Run the Lead Scorer on all contacts created this month"
"Show me the results of the last Meeting Prep run for contact john@example.com"
"Schedule the Activity Digest to run every Monday morning"
Privacy & Permissions
Each agent declares which permissions it needs (e.g., contacts:read, deals:write). You can review these when installing or running an agent. Workspace admins can restrict which agents team members can run in Settings → Agents.