TL;DR: Cleanlist has three AI Agents — Research (3 / 3 / 5 credits by scope), Qualification (5 credits, ICP score + CRM check), and Custom (your saved prompts, ~3–5 credits). They're grounded in an auto-built Organization Profile and available as Smart Columns or via CLAI, the in-app conversational assistant.
AI Agents
AI Agents turn raw leads into decisions. Instead of manually researching and scoring prospects, you point an agent at a lead (or a whole list) and it does the work — grounded in what your company actually sells.
The three agents
Research
Deep-research a lead's company, contact, or both. A scope toggle controls depth and cost:
| Scope | What it covers | Credits |
|---|---|---|
| Company-only | Firmographics, positioning, signals | 3 |
| Contact-only | Role, background, relevant context | 3 |
| Both | Company + contact together | 5 |
Output is a hybrid of structured fields and a readable markdown summary.
Qualification
Score a lead against your ICP and automatically check whether they're already in your CRM. Returns a fit score, a verdict, and the reasons behind it.
- Cost: 5 credits per lead
- Includes an automatic CRM presence check so you can prioritize net-new contacts
Custom
Write your own prompt and save it as a reusable Custom Agent. Output is markdown, so it's ideal for bespoke research, summaries, and per-lead drafting.
- Cost: roughly 3–5 credits depending on prompt size
The Organization Profile
When you onboard, Cleanlist runs an orchestration that auto-builds an Organization Profile from your website and LinkedIn. It captures:
- Industry
- ICP and target personas
- Value propositions
- Competitors
- Products
- Geographic focus
This profile is stored once per organization and injected as context into every Research and Qualification run, so agents reason about prospects the way someone on your team would — not generically. Admins can edit the profile later to refine that context.
A better Organization Profile makes every Research and Qualification run sharper. If your positioning changes, update the profile so agents stay aligned.
CLAI — the in-app assistant
CLAI is Cleanlist's in-app conversational assistant. You chat with it in natural language to run actions and slash-command skills across the platform — searching, enriching, building columns, running agents, and more.
CLAI is built to be safe with your credits:
- Confirmation cards appear before any credit-costing action — CLAI never silently spends credits or claims an action finished before you approve it
- It works alongside the agents above, so you can ask it to research or qualify leads conversationally
Agents as Smart Columns
The Research and Qualification agents are also exposed as Smart Column types — research and qualification — so you can run them across an entire lead list, not just one lead at a time. Same engines, same credit costs, applied row by row. Custom Agents map to the custom_ai column.
When to use which agent
| Goal | Use |
|---|---|
| Understand an account before outreach | Research (company or both) |
| Brief yourself on a specific person | Research (contact) |
| Decide if a lead is worth working | Qualification |
| Avoid re-working contacts you already own | Qualification (includes CRM check) |
| A repeatable, bespoke task | Custom Agent |
| Run any of these across a whole list | The research / qualification / custom_ai Smart Columns |
Related
- Smart Columns — run agents across an entire list
- ICP Profiles — what Qualification scores against
- CRM Integrations — the CRM presence check
- Credit pricing — agent credit costs
- Using AI Agents guide — step-by-step walkthrough