Prospecting
Turn ICP criteria into recurring searches across approved sources. Collect accounts and contacts that look like a match.
Human-reviewed sales automation
Find, qualify, and research prospects from approved sources. Gobii delivers source-linked lead batches, account briefs, and outreach prep for seller review before anything moves downstream.
Want to inspect the agent first? View the B2B Lead Research AI Employee template .
Definition
An AI sales agent performs multi-step sales work such as prospect research, qualification, enrichment, and outreach preparation. Gobii focuses on supervised execution: it gathers evidence and prepares review-ready outputs while sales teams retain control over targeting, messaging, and sending.
Last updated August 10, 2026.
What it does
The best AI sales agent work is concrete. Give Gobii the inputs, approved sources, output format, schedule, and review points. The agent handles the repetitive browser and data work around your pipeline.
Turn ICP criteria into recurring searches across approved sources. Collect accounts and contacts that look like a match.
Compare each lead against target industries, roles, company size, geography, tech stack, funding signals, and disqualifiers.
Prepare account briefs with source links, company context, recent signals, decision-maker notes, and why each prospect may matter.
Draft talking points and first-pass messages. Sellers can edit, approve, reject, or move them into a sales engagement tool.
Buying guide
Different products use the same label. Start with the job: CRM upkeep, outbound volume, calls, or source-linked research a seller can review before anything reaches a buyer.
| Agent category | Best for | Typical execution | How Gobii differs |
|---|---|---|---|
| CRM-native agents | Record updates, activity summaries, account scoring, and CRM assistance. | Works mainly inside Salesforce, HubSpot, or another system of record. | Gobii prepares source-linked research and review-ready fields before CRM or CSV handoff. |
| Autonomous or outbound SDR agents | High-volume prospecting, sequencing, and automated outreach. | An AI SDR may identify contacts, draft messages, and send through configured channels. | Gobii is an AI sales assistant for reviewed research and outreach prep, not unreviewed auto-sending. |
| Voice and calling agents | Phone qualification, call routing, meeting booking, or scripted follow-up. | Places or receives calls through a telephony system. | This Gobii workflow prepares call briefs and handoff data; it does not autonomously call prospects. |
| Research workflow agents | Prospecting, enrichment, account briefs, sheets, and source-linked deliverables. | A sales research agent completes adaptive, multi-step work across approved sources. | Gobii's B2B Lead Research workflow starts here and preserves seller review before consequential outreach decisions. |
Buyer comparison
No model is universally better. Gobii's distinction is repeatable prospecting and account-research work with seller review before consequential outreach decisions.
| Dimension | Gobii supervised AI sales agent | Autonomous AI SDR | CRM-native agent | Enrichment database | Sales sequencing tool | Human researcher |
|---|---|---|---|---|---|---|
| Primary job | Prepare reviewed prospect and account research. | Run outbound prospecting and outreach. | Assist with CRM records and workflows. | Supply company and contact data. | Schedule and manage outreach sequences. | Complete custom research and sales prep. |
| Source research | Searches approved sources for the brief. | Varies by vendor and connected data. | Usually centered on CRM and connected records. | Primarily searches its own dataset. | Limited; usually consumes imported records. | Can research sources selected in the brief. |
| Adaptive multi-step work | Yes, within instructions, sources, and review points. | Yes, commonly optimized around outbound execution. | Often, within supported CRM tasks. | Limited to search, filters, and enrichment operations. | Usually rules, timing, branching, and templates. | Yes, with judgment and manual follow-through. |
| Human approval | Seller review is central before outreach decisions. | Configurable; some products emphasize autonomy. | Configurable by workflow and CRM permissions. | A person selects and uses the returned data. | Optional approvals depend on setup. | The researcher or a separate reviewer checks the work. |
| Autonomous sending | No, not in this reviewed prospecting workflow. | Commonly a core capability. | Possible in some connected workflows. | No. | Yes, once a sequence is activated. | Only when sending is part of the assignment. |
| Evidence or source links | Source links and fit notes are part of the deliverable. | Varies by product and output. | Depends on the underlying CRM fields and integrations. | May show provider data, confidence, or provenance fields. | Not usually the primary output. | Can provide links and notes when required. |
| Typical handoff | Reviewed batch, brief, sheet, CSV, or webhook output. | Sequence activity, replies, meetings, or CRM updates. | Updated CRM records, scores, tasks, or summaries. | Enriched records, lists, or exported fields. | Sent messages, tasks, replies, and engagement data. | Spreadsheet, report, CRM update, or briefing document. |
| Best fit | Teams that want an AI prospecting agent with traceable, review-ready work. | Teams prioritizing outbound volume and automated execution. | Teams whose work and data already live in one CRM. | Teams that mainly need searchable contact or company data. | Teams with approved records and messaging ready to send. | High-context, one-off, sensitive, or highly ambiguous research. |
| Main limitation | Requires a clear brief and human review; contact data may still need verification. | Greater autonomy can increase control, quality, and compliance risk. | May be constrained by CRM data and supported actions. | Static data does not complete the surrounding research workflow. | Does not replace prospect research or data quality checks. | Can be slower to scale and harder to standardize across repeated runs. |
Evaluation checklist
Evaluate the first reviewed output and the operating controls, not only a feature list or polished demo.
| Check | What to inspect |
|---|---|
| Source freshness | Can you see when the underlying page or record was published, updated, or retrieved? |
| Evidence traceability | Does each material claim or fit note retain a source URL or record reference? |
| ICP controls and disqualifiers | Can the workflow enforce titles, segments, exclusions, negative examples, and must-have criteria? |
| Permission scope | Can access stay limited to the sources, files, contacts, tools, and actions the workflow needs? |
| Human approval points | Can a seller review targeting, evidence, contact data, messaging, and the handoff before outreach? |
| Contact-data verification | Does the workflow distinguish discovered data from data that has been independently verified? |
| CRM and CSV handoff | Can approved output move downstream with stable fields, source links, reviewer status, and notes intact? |
| Failure and escalation behavior | Does the agent flag blocked sources, missing evidence, ambiguity, and tasks that require a person? |
| Usage or pricing model | Is cost tied to seats, records, tasks, messages, or execution, and can the team cap early usage? |
| Time to first reviewed output | How much setup is required before a seller can inspect a real batch for a narrow brief? |
| Reviewer feedback | Can accepted and rejected examples refine sources, criteria, disqualifiers, and output format? |
Workflow ownership
Gobii is not a black-box replacement for sales judgment. It is a persistent AI teammate for research and preparation, so sellers can spend more time where context and trust matter.
ICP criteria, priority accounts, connected sheets, source lists, CRM exports, market notes, and past lead feedback.
Search sources, inspect pages, enrich records, compare fit, summarize findings, and prepare review-ready outputs.
Lead lists, account briefs, source URLs, fit notes, enrichment fields, outreach drafts, and handoff summaries.
Sales or RevOps checks fit, verifies sources, edits messaging, and decides which prospects should enter active outreach.
Where it fits
Sales teams already have databases, CRMs, sequencing tools, and call tools. The slow work sits between them: finding context, checking fit, cleaning records, and keeping handoffs current. That is where an AI sales agent helps.
Sales research is one example of a broader operating model. See how Gobii deploys AI employees across supervised business workflows.
Prepare reviewed fields, fit notes, source URLs, and account context for Salesforce, HubSpot, or CRM-ready imports.
Write structured batches to Google Sheets or CSV. Include reviewer status, disqualifiers, enrichment fields, and source links.
Trigger work from form fills, CRM lists, meeting events, or scheduled checks, then send approved results downstream.
Prepare talking points and drafts for Outreach, Salesloft, Apollo, or similar tools. The team still controls send decisions.
Anonymized workflow proof
This compact case note shows how B2B Lead Research turns a focused brief into a source-linked batch for seller review without publishing live contact or account details.
First reviewed batch
Start with one narrow segment and a deliverable your seller can inspect. Use that review to refine the next run.
Specify industries, titles, geography, company size, signals, exclusions, and examples of good leads.
Select approved websites, company lists, documents, sheets, CRM exports, or webhook-provided inputs.
Inspect source links, fit notes, enrichment fields, disqualifiers, and suggested outreach angles.
Approve, reject, revise, export, verify contact data, or narrow the next run.
Workflow controls and handoffs
Gobii's documentation explains approval points, scoped app access, selected-file access for Google Sheets, and webhook-triggered handoffs.
Page materially reviewed and updated August 10, 2026.
Questions buyers ask
Review these questions before putting an AI sales agent into a live pipeline workflow.
View Gobii pricingAn AI sales agent handles repeatable sales tasks: prospecting, lead qualification, account research, enrichment, outreach prep, and pipeline handoff. In Gobii, the agent prepares source-linked work for a sales team to review.
AI sales agent cost depends on the plan, usage volume, data sources, integrations, and review needs. Gobii publishes plan pricing on its pricing page, so teams can start with the B2B Lead Research AI Employee and scale once output quality is proven.
An AI sales agent should not replace seller judgment, relationships, or compliance review. Use Gobii as an AI sales employee for repetitive research and prep while humans own targeting, messaging, and outreach decisions.
Useful AI sales agent connections include approved web sources, CRM workflows, Google Sheets or CSV exports, webhooks, documents, and sales engagement tools. The right setup depends on where your team keeps ICP criteria, lead data, source links, review notes, and approved outreach steps.
This Gobii AI sales agent page focuses on research, enrichment, handoff, and outreach prep, not autonomous calling or WhatsApp outreach. Gobii can prepare call briefs, follow-up notes, and handoff data. Calling or WhatsApp execution should run through approved downstream tools.
Ready to test the workflow?
Give Gobii a sales workflow with clear criteria, approved sources, and a human review point. The agent prepares the pipeline work. Your team decides what moves forward.