AI Agents

Agents that think, search, write,
and act — on your behalf.

Tablestakes agents are purpose-built for B2B sales. Each one understands natural language, uses real tools to take real actions, and works inside your account so every result is yours — saved, scored, and ready to use.

01
Lead Sourcing Agent
Finds, scores, enriches, and saves qualified leads from a plain-English description.
Available Now
02
Prospect Research Agent
Surfaces funding history, leadership changes, tech stack, and trigger events before every call.
Available Now
03
Outreach Agent
Drafts and sends personalized emails from the rep's own inbox — no templates, no mail merge.
Available Now
Under the Hood

Not a chatbot. A decision-making system.

Most AI tools respond to a single prompt and stop. Tablestakes agents are different. Each agent runs an autonomous loop — it reads your request, decides which tools to call, executes them in sequence, evaluates the results, and keeps going until the task is complete. You give it a goal. It figures out the steps.

Agent Decision Loop
User Request
→
Parse Intent
→
Select Tool
↓
Execute Tool Call
↓
Evaluate Result
↓
Done? Yes →
Return Results
Not done →
Select Next Tool
↑ loop
⚙️
Autonomous
The agent decides which tools to use and in what order. You don't configure a workflow — you describe the goal.
🔍
Transparent
Every step the agent takes is logged in real time. You see exactly what it searched, what it found, and what it did.
📋
Accountable
Every action is tied to a user account. Nothing happens without attribution, and every result is saved.
Agent 01

Lead Sourcing Agent

Available Now

"Describe who you're looking for. The agent finds them."

Our sales reps type what they're looking for in plain English — job title, industry, location, company size, funding stage — and the Lead Sourcing Agent handles everything from there. It translates the request into precise search parameters, queries our connected data sources, filters for best-fit contacts, verifies emails, applies our lead scoring model, and saves the enriched list directly to the rep's account. The process that used to take hours now takes seconds.

What It Does — Step by Step

1
Parse Intent
Reads the natural language request and extracts structured criteria: titles, industries, locations, company attributes, and any signals mentioned.
"Find 20 VPs of Sales at Series B SaaS in Austin"
→ titles: ["VP of Sales"] · funding: ["series_b"]
→ location: "Austin, TX" · limit: 20
2
Search Contacts
Calls our Apollo.io integration with the extracted parameters, querying millions of verified B2B contacts and returning the best matches.
3
Filter & Score
Results filtered for data quality and scored using our lead scoring model — factoring title seniority, funding stage, company size, and data completeness.
4
Enrich Emails
Calls Hunter.io to verify and enrich email addresses for the top-scoring contacts, ensuring high deliverability before any outreach.
5
Save to Account
All enriched leads saved directly to the rep's account — structured, searchable, and ready to hand off to the Research or Outreach agent.

Tools This Agent Uses

🔍 Contact Search (Apollo.io)
📧 Email Finder (Hunter.io)
✨ Signal Enrichment
💾 Account Storage

Live Agent Trace

Tablestakes Agent · Lead Sourcing
> User: "Find 20 VPs of Sales at Series B SaaS companies in Austin"
 
⚡ [parse] Extracting search criteria...
titles: ["VP of Sales"]
funding: ["series_b"]
location: "Austin, TX" · limit: 20
✓ Done
 
🔍 [search] Calling contact search...
Querying 275M+ B2B contacts
✓ 34 matches found
 
⚙️ [filter] Applying lead scoring model...
Filtering by data completeness
✓ 20 leads qualified
 
✨ [enrich] Verifying emails via Hunter.io...
✓ 18/20 emails verified
 
💾 [save] Saving to account usr_abc123...
✓ 20 leads saved
● COMPLETE · 20 leads · 18 verified emails
Saved to: Your Leads › Austin VP Sales

Sample Output

Sarah Chen
VP of Sales
Finstack Inc· Austin, TX
✓ Email verifiedin LinkedIn94
Marcus Webb
Chief Revenue Officer
Meridian SaaS· Austin, TX
✓ Email verifiedin LinkedIn91
Priya Nair
VP of Sales
Loopstack· Austin, TX
✓ Email verifiedin LinkedIn88
James Okafor
Head of Revenue
Gridline AI· Austin, TX
✓ Email verifiedin LinkedIn85
Agent 02

Prospect Research Agent

Available Now

"Know everything before you send a single word."

Before a rep reaches out, the Prospect Research Agent surfaces everything they need to have an intelligent, relevant conversation. Point it at any company or contact and it pulls funding history, leadership changes, hiring signals, tech stack, recent news, and trigger events — then synthesizes it into a plain-English brief that tells the rep exactly why this prospect might buy, and why now.

What It Does — Step by Step

1
Identify the Target
Accepts a company name, domain, or contact name and resolves it to a verified entity in our data sources.
2
Pull Company Intelligence
Funding rounds, investor names, headcount growth, org changes, and recent hires — pulled from Crunchbase, Clearbit, and web sources.
3
Surface Trigger Events
Recent news, leadership changes, product launches, hiring surges, and press mentions that signal a buying window — via real-time web search.
4
Analyze Tech Stack
Current tools and vendors the company uses — surfacing integration opportunities and competitive displacement signals.
5
Generate the Brief
Synthesizes everything into a plain-English prospect brief: who they are, what's happening, and why they might be in market right now.

Tools This Agent Uses

🏢 Company Intelligence (Clearbit + Crunchbase)
🌐 Web Search (Exa.ai)
👥 LinkedIn Signals
💾 Account Storage

Sample Output

Prospect Brief
Company: Gridline AI
Location: Austin, TX
Stage: Series B · $24M raised
Employees: 87 · +22% growth (6 months)
Funding
Closed Series B 4 months ago
Led by Andreessen Horowitz
Leadership
New CRO hired 3 weeks ago
Previously at Outreach.io
Tech Stack
Salesforce · HubSpot · Outreach
No current lead sourcing tool detected
Trigger
Scaling sales team post-raise
3 open AE roles on LinkedIn
Why Now: Strong fit. New CRO is 3 weeks in and likely evaluating the full sales stack. Budget is fresh from the raise. Actively hiring AEs signals pipeline pressure.

Recommended angle: lead sourcing efficiency for a team that's about to 2x.
Agent 03

Outreach Agent

Available Now

"Personalized emails, written and sent — without templates."

The Outreach Agent drafts and sends personalized emails using everything it knows about the prospect — their role, their company's recent signals, relevant trigger events, and your value proposition. Every message is written fresh for that specific person. It sends from the rep's own Gmail or Outlook inbox so replies land naturally, nothing looks automated, and the rep stays in control of the relationship.

What It Does — Step by Step

1
Load Prospect Context
Pulls the prospect brief from the Research Agent (or runs a quick research pass if one doesn't exist) to understand who it's writing to.
2
Understand the Value Prop
Reads the rep's saved messaging, ICP definition, and any custom instructions to understand what Tablestakes does and why it matters to this prospect specifically.
3
Draft the Email
A personalized email is written from scratch — subject line, opening hook tied to a specific trigger event, value statement, and a low-friction CTA. No templates, no mail merge tokens.
4
Rep Review
The draft is presented to the rep for review before sending. One-click approve, or edit inline. Fully autonomous mode available for high-volume sequences.
5
Send from Rep's Inbox
The email sends from the rep's own Gmail or Outlook account via OAuth. Replies come back to their inbox. The conversation feels human because the writing is.

Tools This Agent Uses

🔬 Prospect Research
📤 Email Sender (Gmail / Outlook OAuth)
✍️ Draft Generation
📋 Audit Logger

Sample Output

Compare Agents

Everything your agents can do.

Capability Lead Sourcing Prospect Research Outreach
Natural language input✓✓✓
Autonomous tool use✓✓✓
Real-time agent trace✓✓✓
Results saved to account✓✓✓
Audit log✓✓✓
Apollo.io contact search✓——
Email verification✓——
Lead scoring model✓——
Company intelligence—✓—
Trigger event detection—✓—
Tech stack analysis—✓—
Email drafting——✓
Gmail / Outlook send——✓
Available now✓✓✓
Built with Guardrails

Powerful agents. Responsible by design.

Every Tablestakes agent operates within a defined set of guardrails to protect your team, your data, and your prospects.

🔒
User-Scoped Actions
Every agent action is tied to a specific user account. Agents can only access, save, and send on behalf of the authenticated user — never across accounts.
👁
Full Transparency
Every tool call, search query, and result is logged in real time and visible to the user. No agent takes an action you can't see and audit.
✋
Human-in-the-Loop
For high-stakes actions like sending emails, agents present a draft for rep approval before executing. Fully autonomous mode is opt-in, not default.
📊
Usage Limits
Each plan includes defined monthly usage limits. Agents enforce these limits server-side — not just in the UI — to prevent runaway usage or unexpected costs.
Open API · Coming Soon

Give your own tools access to our agents.

We're building an open API so developers and revenue operations teams can trigger Tablestakes agents programmatically — from their CRM, data warehouse, or custom automations. Kick off a lead search, stream the agent trace, and receive enriched results in your own system.

POST /api/v1/agent/leads
Authorization: Bearer ts_live_...
 
{
"query": "Find VPs of Sales at Series B SaaS in Austin",
"user_id": "usr_abc123",
"limit": 20
}
 
── Streaming response ─────────────────
data: {"type":"step","step":"parse","status":"running"}
data: {"type":"step","step":"search","found":34}
data: {"type":"step","step":"enrich","verified":18}
data: {"type":"done","saved":20}

Your agents are ready.
Your pipeline isn't.

Join the sales teams replacing manual prospecting with Tablestakes AI agents.

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