Create an AI Agent

Configure the module, schedule and actions. The workflow preview updates live on the right.

1. Module
2. Search
3. Schedule
4. Instructions
5. Actions
6. Direct Mail
7. Review
🤖 Describe it — AI builds the whole agent
The AI chooses the best data source and fills its real filters. You review everything before it spends a credit.
…or pick the module yourself
🗺️
Google Maps Search · live
Find local businesses by type and location.
Credits: Google Maps + License
CRMEnrichEmails
🌐
Global Search AI · live
AI intent search across the open web and social.
Credits: Global Search AI
CRMEmails
👤
People Search AI · live
Find professional people worldwide by name, title, company, industry & location.
Credits: People Search
CRMEnrich
📄
License Search · live
Search professional licensees by state. City is optional.
Credits: Google Maps + License
CRMEnrichEmails
🛡️
Insurance License Search · live
Licensed insurance agents by state, with the same license filters as the manual module.
Credits: Google Maps + License
CRMEnrichEmails
🏡
Real Estate License · live
Licensed real estate agents by state.
Credits: Real Estate License
CRMEnrichEmails
🏦
MLO Intelligence · live
Mortgage Loan Originators (NMLS).
Credits: MLO Search
CRMEnrichEmails
🧾
Tax Pros (PTIN / CPA / EA) · live
Tax preparers by state — pick the profession (PTIN, CPA, EA, Especialista PR…).
Credits: PTIN Leads
CRMEnrichEmails
🧮
CPA Leads · live
Certified Public Accountants by state.
Credits: Google Maps + License
CRMEnrichEmails
🧾
EA Leads · live
Enrolled Agents by state.
Credits: Google Maps + License
CRMEnrichEmails
🇵🇷
Especialista PR (Puerto Rico) · live
Certified Tax Return Specialists in Puerto Rico.
Credits: PTIN Leads
CRMEnrichEmails
🧾
ERO Leads · live
Electronic Return Originators by state.
Credits: ERO Leads
CRMEnrichEmails
🏛️
Tax-Exempt Organizations · live
IRS tax-exempt organizations (Pub 78), classified by type.
Credits: Tax-Exempt Organizations
CRMEnrichEmails
📡
New Business Radar · live
Newly-registered LLCs & Corporations — FL (Sunbiz), NY, CA, NJ, CT, PA, CO, OR, OH — straight from each state registry.
Credits: New Business Radar
CRMEnrichEmails
💰
Federal Tax Liens · live
Federal tax lien filings.
Credits: Federal Tax Liens
CRMEnrich
🏛️
State Tax Liens · live
State tax lien / delinquency filings.
Credits: State Tax Leads
CRMEnrich
🏠
Homeowner Intelligence · live
Property + homeowner records with value, equity & mortgage filters.
Credits: Homeowner Intelligence
CRM
🩺
T65 / Medicare · live
People turning 65 — the same Medicare filters as the manual T65 module.
Credits: T65 / Medicare
CRMEnrichEmails
🏢
Business Search · live
General business directory search.
Credits: Google Maps + License
CRMEnrichEmails
WORKFLOW PREVIEW
Select a module to build the workflow.
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