> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Prospect and Save Leads with AI-Powered Search Filters

> Search a global prospect database using plain-language prompts or structured filters, then save, enrich, or export your best-fit leads in seconds.

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.

## What you can do

<CardGroup cols={2}>
  <Card title="Prompt-to-filters" icon="sparkles" href="#search-with-an-ai-prompt">
    Type a plain-language description and Sally converts it into structured filters instantly, complete with a confidence score.
  </Card>

  <Card title="Deep filter sidebar" icon="sliders" href="#filter-categories">
    Refine results across Company, People, Contact info, Technographics, Funding & growth, Hiring, and Buying signals.
  </Card>

  <Card title="Leads and Companies tabs" icon="users" href="#search-companies-instead-of-people">
    Switch between a people search and an account search — the same filters power both views.
  </Card>

  <Card title="Bulk actions" icon="bolt" href="#act-on-your-results">
    Add to My Leads, run Deep Research, send to an AI agent, or export to CSV, HubSpot, or Salesforce.
  </Card>
</CardGroup>

## 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.

<Tip>
  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"*.
</Tip>

<Steps>
  <Step title="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."*
  </Step>

  <Step title="Run the search">
    Click **Run ⌘↵** or press **Cmd / Ctrl + Enter**. Sally parses your prompt into filters, populates the sidebar, and loads matching results.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

| Filter group         | What you can target                                                                                 |
| -------------------- | --------------------------------------------------------------------------------------------------- |
| **Company**          | Industry, employee count, revenue range, HQ location, company type                                  |
| **People**           | Job title, seniority, department / function, person location                                        |
| **Contact info**     | Has email, Has phone, Has LinkedIn, Has company domain (each is a 3-way toggle: **Any / Has / No**) |
| **Technographics**   | Technologies in use — include or exclude specific tools and platforms                               |
| **Funding & growth** | Funding stage, total raised, last round date, investor                                              |
| **Hiring**           | Actively hiring for a role, technology, or location — a strong buying signal                        |
| **Buying signals**   | Intent surges on a topic — the highest-converting filter for timely outreach                        |

<Note>
  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.
</Note>

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.

## Search companies instead of people

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Apply or save an ICP / persona

<Steps>
  <Step title="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).
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Act on your results

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

## Save a search

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.

## 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.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="My prompt didn't capture what I meant — what should I do?">
    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.
  </Accordion>

  <Accordion title="What is the difference between Add to My Leads and Send to agent?">
    **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.
  </Accordion>

  <Accordion title="Why are some filters labelled SOON?">
    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.
  </Accordion>

  <Accordion title="Why can't I export to my CRM?">
    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.
  </Accordion>

  <Accordion title="What does the ICP score on each row mean?">
    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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="ICP Profiles" icon="bullseye" href="/ai-library/icp-profiles">
    Build the ideal-customer profiles you load into Prospector.
  </Card>

  <Card title="Persona Profiles" icon="user-tie" href="/ai-library/persona-profiles">
    Define the buyer personas you target by job title and seniority.
  </Card>

  <Card title="AI SDR Builder" icon="robot" href="/ai-agents/ai-sdr-builder">
    Enroll your saved prospects in an automated outreach agent.
  </Card>

  <Card title="My Leads" icon="address-book" href="/lead-management/my-leads">
    Work the leads you save from Prospector.
  </Card>
</CardGroup>