Overview
AiXUP’s Autopilot AI Agent automates recurring searches, generating leads, summaries, email subject lines, and intros, then sending them to your CRM. This saves time, streamlines prospecting, and ensures consistent outreach.
Step-by-Step: Build an Autopilot Search AI Agent
Step 1: Navigate to AI Agents
Go to AI Tools → AI Agents
Click New Agent
Enter a name (e.g., TestAutopilot) and a description
Click Save Changes → Save
Step 2: Configure Wallet (Optional)
If prompted, configure your wallet by clicking the hyperlink in the pop-up
Or skip for now by clicking Save → Close
Step 3: Set AI Agent Trigger
Drag your AI agent to the AI Builder map
Select the saved list to trigger the agent (e.g., Plumbers in Jackson)
Choose Autopilot Search as the trigger
Set frequency (Daily or Weekly) → Save
Step 4: Configure Autopilot Search Details
Enter search criteria (e.g., role, location)
Set the maximum number of results per period
Click Continue to confirm search details → Continue
Step 5: Add AI Assistant Prompts
Assign AI Assistant tasks such as:
Company Summary → Save
Subject Line → Save
AI Intro (first paragraph of email) → Save
Step 6: Configure CRM Integration
Choose how many emails to send (first email, first three, all, etc.)
Click Save
Step 7: Publish AI Agent
Review trigger, tasks, and CRM integration
Click Publish → Confirm
The Autopilot AI Agent is now active and sending automated searches to your CRM
Step 8: Support
For help or questions, contact AiXUP Support or access the Help Center