Skip to main content
Pipeline agents scan the sources you choose for new pipeline, grade each company, and queue the best fits for you to review. For the full feature reference, see Pipeline agents.

​
Watch the walkthrough

Watch the video or read the written instructions below.
The same video is on the Pipeline agents product page, alongside the full reference.

​
Prerequisites

  • The ShiftUp Pipeline Agent Manager permission set. See Permissions.
  • At least one active seller profile
  • To use market discovery, the Enable Pipeline Account Discovery setting

​
Create the agent

Open Pipeline agents in the left sidebar and click New pipeline agent.
1

Set the focus

Pick a seller profile. Under Who should it focus on?, choose Any, New customers, or Existing customers. Then choose what to look for:
  • Companies like your best customers follows the seller profile’s ideal customer profile.
  • A specific focus offers four suggested idea cards. Pick a card, or choose Something else to describe the focus in your own words.
2

Review the plan

ShiftUp builds a plan with an agent name, priority areas, and custom filters. Refine it in natural language, for example “focus on manufacturing under 500 employees”.
3

Choose sources

Turn on one or more sources: Monitored accounts, Salesforce selection, Uploaded lists, or Market discovery. Complete the setup card for each source you check. Optionally add Companies to skip, such as current customers or partners.
4

Set how the agent tops up your queue

Choose When I click Run or Each week, and a queue size of 10, 100, or 1,000 recommendations. Attach any files the agent should read, such as playbooks or case studies.
5

Create the agent

Confirm the wizard. ShiftUp creates the agent, starts its first run, and opens the agent’s detail view.

​
Review and activate results

Recommendations appear in Agent results on the agent’s Overview tab as ShiftUp completes them. Select a row to open its decision brief. Then Activate it to create a Sales Strategy, or Dismiss it. To change the agent’s focus, sources, schedule, or minimum grade later, open the Settings tab. See Pipeline agents for details.