AI agents for IT services
Four agent workflows to set up for your team
These are workflows you configure in CRMCoPilot, not ready-made templates. Each card shows what's available today.
Build it todayMSP Prospect Discovery Agent
You need a predictable flow of SMBs in your service area.
Runs a saved search by industry, headcount and location and delivers new matches to your CRM on a schedule.
- Example input
- Dental groups, law firms and accounting practices, 15–150 employees, within 60 miles of Denver
- Expected output
- Verified contacts at matching businesses, delivered daily
Built with: Saved search + Autopilot (paid plans)
Build an agent for this workflow →Build it todayIT Decision-Maker Finder
Emailing the wrong person wastes the first touch.
Finds IT and business leaders by title at each target account.
- Example input
- IT Manager, IT Director, Owner, COO, Practice Administrator
- Expected output
- The right contacts for each company size
Built with: Title filters + decision-maker search (paid plans)
Build an agent for this workflow →Partly availableTechnology Fit Research Agent
Some prospects fit your stack better than others.
Filters companies by technologies recorded in their company profile and researches each prospect before outreach.
- Example input
- Companies using Microsoft 365 with 50–250 employees
- Expected output
- A shortlist with technology details where available
Built with: Technology filter + AI research
Technology data comes from company records where available and isn't real-time. It doesn't detect security incidents, expiring IT contracts or current providers.
Build an agent for this workflow →Available nowManaged Services Outreach Agent
"Do you need IT support?" emails sound like everyone else's.
Drafts outreach that references the prospect's industry and situation, with sources, and runs it as a sequence that stops on reply.
- Example input
- Prospect + your services (help desk, security, compliance support)
- Expected output
- A personalized sequence from your Gmail
Built with: AI research and pitch + sequences (paid plans)
Start using this today →