How to make an agent track a specific list of companies

If you have a list of target companies and want a Duo Copilot agent to look for leads only at those accounts, narrow the agent's audience in its Filters step. Do this for each agent that should focus on your list.

Add a list of companies to an agent

1. Go to Settings → Duo Control Center → Duo Copilot → Agents.
2. Open the agent you want to change.
3. Go to the Filters step.
4. Find the Current Company filter.
5. Add the companies you want the agent to track. Search for them by name, or paste their domains or LinkedIn URLs in Domains or LinkedIn Urls (up to 5,000). If you only have company names, click I have a list of company names.
6. Click Save changes.

From then on, the agent only brings you leads from the companies in that filter.

Use a CRM company list instead

If your CRM is connected, you can use a CRM list or report to define the companies. This is handy when your target account list already lives in HubSpot or Salesforce.

1. Go to Settings → Duo Control Center → Duo Copilot → Agents.
2. Open the agent you want to change.
3. Go to the Filters step.
4. Find CRM Based Filters.
5. Choose the list or report with the companies you want the agent to track.
6. Click Save changes.

FAQs

Do I need to import contacts, or can I import companies?

If your goal is to monitor target accounts and find the right people there, you don't need a contact list. Define the companies, and the agent uses its signal and filters to find relevant leads at them.

Will Duo enrich those companies and find contacts?

Yes. When an agent is limited to a list of companies, it finds relevant leads at those companies based on its signal and filters.