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Prospector is your AI-powered search bar over a global database of companies and people. Describe the audience you want in plain English, or build your search filter by filter — then act on the results by saving leads, enrolling them in an AI agent, or pushing them straight to your CRM. Every search is powered by Sally, Salestools’ AI copilot, so you spend less time configuring and more time selling.

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What you can do

Prompt-to-filters

Type a plain-language description and Sally converts it into structured filters instantly, complete with a confidence score.

Deep filter sidebar

Refine results across Company, People, Contact info, Technographics, Funding & growth, Hiring, and Buying signals.

Leads and Companies tabs

Switch between a people search and an account search — the same filters power both views.

Bulk actions

Add to My Leads, run Deep Research, send to an AI agent, or export to CSV, HubSpot, or Salesforce.

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Search with an AI prompt

The fastest way to find prospects is to describe them in plain language. The prompt bar runs across the top of the Prospector page.
Use natural, specific language in your prompts for the sharpest results — for example, “VPs of Sales at B2B SaaS companies, Series A–B, currently hiring AEs” is far more effective than a vague description like “sales leaders at startups”.
1

Describe your audience

Type your target audience into the prompt box. Include seniority, industry, company stage, signals, or anything else relevant. For example: “founders or VPs at B2B SaaS, Series A–B, hiring AEs in the last 30 days, not yet contacted.”
2

Run the search

Click Run ⌘↵ or press Cmd / Ctrl + Enter. Sally parses your prompt into filters, populates the sidebar, and loads matching results.
3

Review the parse confidence

A confidence percentage appears below the prompt bar. Open the filter sidebar to inspect each filter Sally wrote — anything AI-generated is marked with a sparkle ✦ so you can distinguish it from filters you set manually.
4

Adjust and re-run

Tweak any filter in the sidebar, or edit the prompt and run again. Click Clear to empty the prompt and reset all filters for a fresh start.

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Filter categories

The filter sidebar organises every available signal into groups. Click a group header to expand it — the number beside each header shows how many filters are currently active in that group.
A small number of Funding & growth filters are marked SOON — they appear in the sidebar but are not yet active, so they will not change your results. Use the live filters for now.
Every filter works with include (green chips) and exclude (red chips). The Contact info toggles are three-way switches — set them to Has to require a data point, or No to exclude prospects that lack it.

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Search companies instead of people

1

Switch to the Companies tab

Click the Companies tab above the results table. The view switches from people to accounts, using the same filters you already set. Each company row shows industry, size, location, technologies on file, and matching people count.
2

Set the result scope (optional)

Use the Return switch in the sidebar — Both / Leads / Company — to control which tabs are available. Set it to Company to focus purely on accounts, or keep it on Both to flip freely between Leads and Companies without losing your filters.
3

Explore a company

Single-click a row to preview the company in the side panel, where you can Open account → or View people at that company. Double-click a row to open the full company detail in a new in-page tab.

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Apply or save an ICP / persona

1

Load a saved profile

In the sidebar, click Apply ICP or Apply persona to choose a profile you’ve built in the AI Library. Its targeting loads into the filters immediately. ICP fields map to account-level criteria (industry, size, location, tech); persona fields map to person-level criteria (title, location).
2

Save your current filters as a profile

After tuning your filters, a save prompt appears on the picker whenever your filters differ from the loaded profile. Save them as a new ICP or persona, or update the one you started from — so the same audience is ready to reuse next time.

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Act on your results

Selecting one or more rows brings up the bulk-action dock at the bottom of the table.
1

Select prospects

Tick individual rows or use the select-all control to grab the first N results or the entire result set. The dock displays the number of selected prospects.
2

Add to My Leads

Click ✛ Add to My Leads to import the selected prospects as leads, saving their companies as accounts alongside them. A short dialog lets you add optional tags — leads are created with a status of Sales Generated automatically. Prospector then suggests buying roles (decision maker, champion, influencer, end user) you can adjust before they are applied.
3

Run Deep Research

Click 🔍 Deep Research to import and immediately kick off structured research on each prospect. Choose your depth: Standard, Pro, Max, or Ultra Max.
4

Send to an AI agent

Click ✦ Send to agent, pick an active AI agent, and Sally enrolls the selected prospects in its outreach cadence. You can optionally hold the first message for your review before it goes out.
5

Export

Click ⬇ Export to download a CSV or push the selection to HubSpot or Salesforce as contacts. Disconnected CRMs appear greyed-out with a link to connect them in Integrations.
Adding prospects, running Deep Research, and bulk imports consume credits. If your credit balance runs out, Salestools will prompt you to top up before the action proceeds.
To preserve your current filter set for later, scroll to the bottom of the filter sidebar and click Save as a saved search. Saved searches reappear in the sidebar whenever you return to Prospector — great for recurring prospecting routines like weekly pipeline reviews or campaign refreshes.

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Tips

  • Filters carry across tabs. Anything you set in the sidebar applies to both the Leads and Companies views — switching tabs never resets your filters or clears your results.
  • Resize the panels. Drag the dividers to widen the filter sidebar or the detail panel. The filter and panel toggles in the tab strip hide them entirely for a wider results table.
  • Watch the counters. The live matches and hot counts next to the prompt bar update as you change filters, so you can gauge audience size before saving anyone.

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Frequently asked questions

Open the filter sidebar and review the AI-written filters (marked ✦). Remove or adjust any that are off, or rephrase the prompt and run it again. The confidence score below the bar is a quick indicator of how cleanly your prompt parsed — lower scores suggest the phrasing was ambiguous.
Add to My Leads saves the selected prospects as leads (and saves their companies as accounts) so you can work them later at your own pace. Send to agent does that and immediately enrolls them in an AI agent’s outreach cadence.
A small number of Funding & growth filters are visible in the sidebar but not yet connected to the search engine, so they will not affect your results. They will become active in a future release.
Export only lists CRMs that are ready to receive the selection. If HubSpot or Salesforce appears greyed out, it hasn’t been connected yet. Use the Connect link to set it up in Integrations, then return and try again.
It is a match-quality score measuring how well the prospect fits your targeting criteria. Higher scores — combined with intent and hiring signal chips — indicate the warmest prospects and the best candidates to save and contact first.

ICP Profiles

Build the ideal-customer profiles you load into Prospector.

Persona Profiles

Define the buyer personas you target by job title and seniority.

AI SDR Builder

Enroll your saved prospects in an automated outreach agent.

My Leads

Work the leads you save from Prospector.
Last modified on June 20, 2026