INinstantly
AISalesAgent

Create an AI Sales Agent

Changed on

Create a new AI Sales Agent. Provide type and input to extract business details from a website or pitch deck, or skip the scrape by setting memory_from_workspace to true to copy the workspace business details, or is_duplicate with source_ai_sdr_id to copy an existing agent.

Requires one of the following scopes: ai_sdr:create, ai_sdr:all, all:create, all:all

post/api/v2/ai-agents/sales

Request

  • Base URL
    https://api.instantly.ai
  • URL
    https://api.instantly.ai/api/v2/ai-agents/sales
  • Auth
    HTTP bearer

Request body

namestring required

Name of the AI Sales Agent

descriptionstring nullable

Description of the AI Sales Agent

type'website' | 'pitch_deck'

The type of business details extraction method used (website scraping or pitch deck). Required unless memory_from_workspace is true.

inputstring nullable

The input used for creation: URL for website scraping or text content for pitch deck extraction. Required unless memory_from_workspace is true.

agent_type2 | 4 | 7 | 8 | 9 | 10

The outbound agent type to create; preserved on every read. 2 = Sales, 7 = Recruiting, 8 = Investment, 9 = User Research, 10 = Partnership. Required unless is_duplicate is true, in which case the type is inherited from the duplicated agent.

self_improvementboolean nullable

When enabled, the agent learns from past campaign performance to iteratively improve its outreach strategy.

status-1 | 0 | 1

Optional initial status for the AI Sales Agent. Defaults to 0 (inactive).

memory_from_workspaceboolean

When true, skips the initial scrape and copies memory from the workspace business details, then creates an initial setup activity. When set, type and input are not required.

master_lead_list_idstring uuid

Master lead list ID for the AI Sales Agent.

initial_scrape_readyboolean

Whether the initial scrape is ready.

is_duplicateboolean

When true, duplicates an existing AI Sales Agent in this workspace. Must be sent together with source_ai_sdr_id.

source_ai_sdr_idstring uuid

Required when is_duplicate is true: the id of the AI Sales Agent to copy from. Must exist in the current workspace.

Example request

{
  "name": "Enterprise Outreach Agent",
  "description": "Targets enterprise companies in tech sector",
  "type": "website",
  "input": "https://example.com",
  "config": {
    "memory": {
      "company": "Acme Inc.",
      "business_description": "Acme sells a B2B SaaS platform for managing sales pipelines.",
      "icps": [
        {
          "name": "Mid-market SaaS founders",
          "problems_solved": [
            "Manual prospecting takes too long"
          ],
          "benefits": [
            "Books more meetings with less effort"
          ],
          "usp": "Only platform with built-in AI outreach agents",
          "customer_goals": [
            "Grow outbound pipeline"
          ],
          "success_stories": "Helped a customer double reply rates in 3 months",
          "keywords": {
            "include": "saas, b2b",
            "exclude": "agency"
          },
          "company_size": [
            "51-200"
          ],
          "industry": [
            "Software"
          ],
          "job_title": {
            "include": [
              "Founder"
            ],
            "exclude": [
              "Intern"
            ]
          }
        }
      ],
      "business_offers": [
        "Free 14-day trial"
      ],
      "custom_fields": [
        "Tone of voice\n\nAlways write in a friendly, casual tone."
      ]
    },
    "position_details": "Senior Software Engineer - Full-stack development with React and Node.js",
    "investment_details": "Seed-stage B2B SaaS companies in fintech with strong recurring revenue",
    "research_details": "Interviewing product managers at mid-size tech companies about onboarding workflows",
    "partnership_details": "Looking for B2B companies from pharma for a partnership in distributing our product",
    "enrichment_settings": {
      "enrichment_limit_per_run": 30,
      "signal_targeting_enabled": true,
      "signal_targeting_categories": [
        "website_funding"
      ]
    },
    "outreach_settings": {
      "campaign_schedule": {
        "start_date": "2025-09-25",
        "end_date": "2025-09-25",
        "schedules": [
          {
            "name": "My Schedule",
            "timing": {
              "from": "09:00",
              "to": "17:00"
            },
            "days": {
              "0": true,
              "1": true,
              "2": true,
              "3": true,
              "4": true
            },
            "timezone": "Etc/GMT+12"
          }
        ]
      },
      "email_list": [
        "sender@example.com"
      ],
      "email_tag_list": [
        "01a19e6f-7f37-7747-b1eb-5c249cd61812"
      ],
      "daily_limit": 100,
      "stop_on_reply": true,
      "open_tracking": true,
      "opt_out_settings": {
        "text_opt_out_enabled": true
      }
    },
    "slack_connection_id": "01a19e6f-7f37-7747-b1eb-5c2544fcb74e"
  },
  "agent_type": 2,
  "status": 1,
  "memory_from_workspace": true,
  "master_lead_list_id": "01a19e6f-8fd0-7665-89ca-36bae3b53eec",
  "is_duplicate": true,
  "source_ai_sdr_id": "01a19e6f-8fd0-7665-89ca-36bbf596217e"
}

Response

The AI Sales Agent

idstring uuid required

Unique identifier for the AI Sales Agent

workspace_idstring uuid required

Workspace ID that owns this AI Sales Agent

namestring required

Name of the AI Sales Agent

descriptionstring nullable

Description of the AI Sales Agent

type'website' | 'pitch_deck'

The type of business details extraction method used (website scraping or pitch deck). Required unless memory_from_workspace is true.

inputstring nullable

The input used for creation: URL for website scraping or text content for pitch deck extraction. Required unless memory_from_workspace is true.

status-1 | 0 | 1 required

Status of the AI Sales Agent

created_bystring uuid nullable

User ID who created the AI Sales Agent

master_lead_list_idstring uuid nullable

ID of the master lead list associated with this AI Sales Agent

initial_scrape_readyboolean required

Indicates whether the initial website scrape has been completed

agent_type2 | 4 | 7 | 8 | 9 | 10

The agent type. 2 = Sales Agent, 4 = Affiliate Agent, 7 = Recruiting Agent, 8 = Investment Agent, 9 = User Research Agent, 10 = Partnership Agent. Defaults to 2 (Sales Agent) if not provided.

self_improvementboolean nullable

When enabled, the agent learns from past campaign performance to iteratively improve its outreach strategy.

timestamp_createdstring date-time required

Timestamp when the AI Sales Agent was created

timestamp_updatedstring date-time required

Timestamp when the AI Sales Agent was last updated

timestamp_last_actionstring date-time nullable

Timestamp of the last action taken by the AI Sales Agent

timestamp_last_decisionstring date-time nullable

Timestamp of the last decision made by the AI Sales Agent

next_decision_timestring date-time nullable

Timestamp of the next scheduled decision time

Example response

{
  "id": "01a19e6f-50da-736c-a0d9-ba76b6488c52",
  "workspace_id": "01a19e6f-50da-736c-a0d9-ba779554b7d1",
  "name": "Enterprise Outreach Agent",
  "description": "Targets enterprise companies in tech sector",
  "type": "website",
  "input": "https://example.com",
  "status": 1,
  "config": {
    "position_details": "Senior Software Engineer - Full-stack development with React and Node.js",
    "investment_details": "Seed-stage B2B SaaS companies in fintech with strong recurring revenue",
    "research_details": "Interviewing product managers at mid-size tech companies about onboarding workflows",
    "partnership_details": "Looking for B2B companies from pharma for a partnership in distributing our product",
    "enrichment_settings": {
      "enrichment_limit_per_run": 30,
      "signal_targeting_enabled": true,
      "signal_targeting_categories": [
        "website_funding"
      ]
    },
    "outreach_settings": {
      "opt_out_settings": {
        "text_opt_out_enabled": true
      }
    }
  },
  "created_by": "01a19e6f-50da-736c-a0d9-ba7878c1d666",
  "master_lead_list_id": "01a19e6f-50da-736c-a0d9-ba7925c66ddb",
  "agent_type": 2,
  "timestamp_created": "2026-11-02T22:44:17.754Z",
  "timestamp_updated": "2026-11-02T22:44:17.754Z",
  "timestamp_last_action": "2026-11-02T22:44:17.754Z",
  "timestamp_last_decision": "2026-11-02T22:44:17.754Z",
  "next_decision_time": "2026-11-02T22:44:17.754Z"
}

Changes