B2B Prospect Generation

Learn how to launch AI-driven B2B searches, monitor background generation in real time, inspect the execution log, review freshly generated leads, and handle troubleshooting resets.

1. Configuring Search Parameters: Target vs. Intent

Navigate to Conturalis → Agents → Sales Agent → Generate. Under Pipeline Configuration, ensure AI B2B Search is active and configure your discovery parameters:

• Location Focus: Geographic boundary for the Google discovery sweep (e.g., Antwerp, Belgium or Amsterdam, Netherlands).
• Amount Directive: Target quantity of leads to retrieve and enrich (up to 100 per run).
• Target (Who do you want to reach?): Defines the industry, niche, or audience segment you are looking for (e.g., "Industrial bakeries" or "High-end WooCommerce agencies").
• Intent (What is your sales goal?): Guides the AI brain when generating gap analysis, value propositions, and pitch angles (e.g., "Pitch our €500 custom chat-agent setup to automate customer service").

2. Dispatching & Real-Time Progress Tracking

Click Start Prospecting in the sticky bottom bar. The request is dispatched to the Cloud Worker, and an active generation state is initialized:

• Global Top Progress Banner: A persistent banner appears across the WordPress administration. Note: This banner state is shared globally across all logged-in administrators; dismissing the banner clears it for every user.
• Generate Tab Scrim & Timer: The configuration card locks into a frosted glass overlay with a live elapsed runtime counter to prevent accidental duplicate submissions.

3. Live Execution Logs

Because deep discovery, scraping, and LLM strategy formulation take several minutes, you can monitor real-time updates directly in the Execution Log card at the bottom of the Generate page:

The worker logs each stage as candidates are discovered, sites are crawled, and personalized outreach drafts (call scripts, emails, and LinkedIn messages) are compiled.

4. Completed Generations & 8-Hour NEW Indicators

Once processing finishes, the webhook populates the results into your local cts_crm table:

• Prospects Tab: All newly discovered businesses and decision-makers are listed in the B2B Prospects Database. Freshly imported records display a NEW badge for the first 8 hours to facilitate fast review.
• History Tab: Review completed search batches, total inserted leads, duplicate counts, and runtime analytics.

5. Troubleshooting: Stalled Agents & Danger Zone Reset

If an external network timeout occurs or the agent appears stuck in the UI, you can manually reset the local tracking state:

1. Navigate to Conturalis → Settings → Advanced.
2. Scroll down to the Danger Zone section.
3. Click the agent reset button to purge active local job locks and restore the interface to idle.