Managing ICPs (Ideal Customer Profiles) in SDR Agent
Overview ICPs in SDR Agent define your ideal target audience. They guide the AI in finding the right leads and creating relevant sequences. You can create ICPs using either filter-based or lookalike search.
Accessing ICPs
Go to the SDR Agent tab.
Click on the ICP sub-tab.
Types of ICPs
Filter-Based ICPs: Created using specific attributes like revenue, industry, job title, etc.
Lookalike ICPs: Created using reference URLs of companies or profiles.
ICP List View Shows:
ICP Name
Job Title, Industry, Company Size, Location
ICP Type (Filter-based or Lookalike)
Assigned Sequences and Agents
Created By / Created On
Managing ICPs
Click the ellipsis (...) next to any ICP to:
Assign Agents
Assign Sequences
View Full Filters or URLs used
Set ICP as Active/Inactive
Filters Available on ICP Page
Created By
Created On
ICP Name
ICP Type
Sequences Assigned
Agents Assigned (multi-select)
Best Practices
Create multiple ICPs for different buyer personas.
Use naming conventions for easy filtering (e.g., “US – Mid-Market SaaS Buyers”).
Accessing ICPs
Go to the SDR Agent tab.
Click on the ICP sub-tab.
Types of ICPs
Filter-Based ICPs: Created using specific attributes like revenue, industry, job title, etc.
Lookalike ICPs: Created using reference URLs of companies or profiles.
ICP List View Shows:
ICP Name
Job Title, Industry, Company Size, Location
ICP Type (Filter-based or Lookalike)
Assigned Sequences and Agents
Created By / Created On
Managing ICPs
Click the ellipsis (...) next to any ICP to:
Assign Agents
Assign Sequences
View Full Filters or URLs used
Set ICP as Active/Inactive
Filters Available on ICP Page
Created By
Created On
ICP Name
ICP Type
Sequences Assigned
Agents Assigned (multi-select)
Best Practices
Create multiple ICPs for different buyer personas.
Use naming conventions for easy filtering (e.g., “US – Mid-Market SaaS Buyers”).
Updated on: 15/04/2025
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