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How to Use Clay’s AI Agent (Claygent) Feature

Learn how to use Clay’s AI Agent (Claygent) to automate research, enrich data, and streamline workflows. Step-by-step guide to getting more from your outbound process.

Michel Lieben
Michel Lieben
APR 21 2026
How to Use Clay’s AI Agent (Claygent) Feature

Table of content

Key takeaways:
What is Clay?
Why Should You Use Clay?
Finding Leads
Free Email Finder
Find Valid Email Addresses
Craft Personalized Messages
What is Claygent (Clay’s AI Agent)?
How to Find Claygent
How to Obtain Your Prospect’s Information With Claygent
How to Get Reliable Results and Scale Safely with Claygent AI Agent
Stick to the Three Laws of GTM AI
Use the GTM Alpha Framework and Multi-Provider Waterfall
Master Prompt Engineering and Claygent Builder Tools
Guardrails, Limitations & Troubleshooting Tips
Sample Prompts You Can Start Using
Quick Pilot Checklist for Success
Syncing and Routing Leads
Clay’s Pricing Information and Rating
Hire ColdIQ’s Service for Your Prospect’s Research

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Key takeaways:

  • Claygent launched in 2023, ran over 1 billion tasks by 2025, used by top firms like OpenAI.
  • Navigator costs 6 credits per run, offers better navigation and cost-efficiency than older GPT models.
  • ColdIQ combines 150+ Clay data sources with 10+ own tools, using layered enrichment to boost lead quality.

Researching an account involves sifting through different web pages on Google and skimming through the text. You could spend 10-15 minutes as a salesperson, wasting your time and de-prioritizing other tasks.

The situation becomes more overwhelming when you need to perform cold outreach to hundreds of leads. That’s why you need a tool to speed up the process.

Claygent, Clay’s AI web scraper, automates your research process to provide information in one click. With a specific prompt, the AI tool scouts all platforms to retrieve its information and present it to you in a single database.

In this article, you will learn what Claygent means and how it works. Let’s dive in!

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What is Clay?

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Source: Clay

Clay is an automated sales engagement platform that sources data from various providers to find your ideal customer. The AI data collection tool streamlines your outreach process by collecting data from various sources (Apollo, Hunter, Google, LinkedIn, Yelp, and more) and combines the results in a single database.

It also has a Chrome extension that makes it easier to scrap and import data from the websites without switching tabs back and forth. This automated feature provides vital information with which you can craft personalized messages that resonate with your potential customers.

Why Should You Use Clay?

Clay offers various benefits to any salesperson, saving time and maximizing their sales pipeline. Here are three benefits to help you consider using the platform.

Finding Leads

If you’re using a data provider to fill up your lead list, you may not get enough information. This forces you to opt for another platform to search for insights about your prospects. However, Clay simplifies this process with its data provider feature.

This feature allows you to access over 50 data providers from one place and provide all necessary information. In other words, the sales tool compiles all your leads’ information from Apollo, Hunter, LinkedIn, Google, and other data sources into one spot.

Along with Clay’s benefits, this free email finder tool can speed up finding emails for your sales leads.

‍

Free Email Finder

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You can also identify data points such as job listings, tech stack, and other useful information about your leads. It can also determine whether a company is remote-first or SOC II compliant. This saves you time from scouting each provider and creates an efficient sales process that drives revenue growth.

Find Valid Email Addresses

Finding a prospect’s valid email address, including ready-to-reach contacts, can sometimes be challenging. Even if the data platform provides you with a given address, you’re unsure if it’s valid.

However, Clay’s waterfall enrichment feature eliminates all doubts and provides you with a prospect’s valid email address. The sales tool scouts data platforms such as Prospeo, DropContact, Nimbler, Lusha, Snov, and more to provide your prospect’s contact details — phone numbers and email addresses.

With this information, you can contact prospects about your business offerings and close more deals.

Craft Personalized Messages

Crafting a piece of sales copy seems easy. But what happens if you have to send personalized messages to hundreds of prospects? Will you write them one by one? Absolutely not! That would not only waste time but also distract you from other demanding tasks.

That’s why Clay offers a personalized messaging feature to help its users. The AI copywriting feature drafts personalized messages that resonate with your audience and automate your email campaigns with one click.

What is Claygent (Clay’s AI Agent)?

Claygent is an AI web scraper that researches anything, whether a person or a company. The artificial intelligence tool scouts various platforms to provide useful information for your outreach process.

How to Find Claygent

Unlike other features, Claygent requires some steps to access it. Here is how to find Claygent:

  • Log into Clay and create a new table
  • Add a list of prospects (people and companies) you want to research
  • Click “Add Enrichment” and navigate to “Tools.”

You will find something like the image below.

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Source: Clay

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Once you click on “Claygent,” it will display a wider version that looks like this:

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Source: Clay

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How to Obtain Your Prospect’s Information With Claygent

Here are three processes to obtain your prospect’s information with Claygent.

1. Make a Search to Find the Data

Before you begin your search with Claygent, you must have your prospect’s website URL and a quick tech snapshot to guide the query. This detail facilitates the sales prospecting process for you to obtain all the necessary information.

The AI sales tool combines Google Search, ChatGPT, and web scraping into one tool to automate your search process in one click. All you need to do is input a specific prompt in the AI-powered tool search query to perform the account research and source the information.

Some common prompts you can input in Claygent’s search query include:

  • Is the company hiring right now?
  • Is the company B2B or B2C?
  • Who were the company’s investors?
  • Who are the company’s competitors?
  • How many funding rounds has the company had?
  • Has the company acquired another company?
  • Does the company offer employee benefits on its career page?
  • What services does the company offer?
  • What’s the company’s pricing model?

Here is an example of a prompt inputted into Claygent. Here, we asked Clay agents to reveal the lowest pricing details of some companies. We also asked for a specific format for the output.

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Source: Clay

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2. Double-check and Ask for the Source of Its Information

If you want to confirm the authenticity of the information provided and verify contact accuracy, you can ask Claygent to specify the source of the information.

In the example above, the source, which is the website, is clearly specified. That’s what the sales tool used to retrieve this information. If you want the AI tool to source the information from other platforms such as Google or LinkedIn, specify it in your prompt.

3. Output the Data in the Format You Want

Claygent allows you to determine the format of the answers. Its formatting technique includes text, number, URL, true or false, or any custom answer.

Aside from the answer formatting techniques, your prompt can also determine the output. You should state how you want Claygent to display your answers.

For instance, in the image above, the prompt clearly states the format — “$[price] per month.” Here is the result.

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Source: Clay

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How to Get Reliable Results and Scale Safely with Claygent AI Agent

When using Claygent Clay AI Enrichment Tool, getting dependable results and growing smoothly is all about following smart frameworks and best practices. You’ll learn how to do just that with simple steps, proven ideas, and practical tips.

Stick to the Three Laws of GTM AI

First, let's talk about the three laws of GTM AI. They guide your whole process to keep it reliable and cost-effective:

  • Signal First: Always prioritize real, verifiable signals over guesswork. For example, before you reach out, confirm there’s proof like a job post or pricing page. This stops wasted efforts.
  • Human-in-the-Loop: Automate data gathering but get humans to approve outreach drafts and final sends. We build drafts with Claygent AI and review them before sending to keep quality high.
  • Cost-Aware and Auditable: Don't run expensive Claygent navigation on everything. Use it only if the account meets your ideal customer profile threshold. Plus, save replay logs for reviews and audits.

Use the GTM Alpha Framework and Multi-Provider Waterfall

Next, use the GTM Alpha framework. Spot unique signals that your competitors miss—like job changes, promotions, or tech installs. Then, focus on high-buying-intent signals first. This makes your outreach sharper and smarter.

To scale safely, try a multi-provider waterfall approach. Order your data providers from the cheapest and easiest to the most expensive and accurate. For example, start with free lookups, then owned data, paid enrichment, and finally Navigator runs. If one fails, fallback to the next provider without losing time or accuracy.

Master Prompt Engineering and Claygent Builder Tools

Prompt engineering is key. Use Metaprompter to tweak your prompts until they get the info you want. Keep templates for common tasks to save time.

For Claygent Clay, prefer responses in structured formats like JSON. This helps you plug data right into workflows. A quick example schema for a company summary prompt looks like this:

{
  "summary": "string",
  "facts": ["string", ...],
  "confidence": "number (0-1)",
  "source_urls": ["string", ...]
}

Our Claygent builder makes it easy to version-control prompts, run A/B tests on messaging, and replay runs to debug any hiccups.

Guardrails, Limitations & Troubleshooting Tips

Claygent AI LinkedIn Scraper isn’t perfect. It struggles with paywalled or JavaScript-heavy sites. Also, sensitive prompts can waste credits if you’re not careful.

To cut costs, use conditional runs—only run more expensive tasks when needed. Test batches first and fall back to cheaper models when possible.

Keep an eye on key metrics like credit use, failure rates, and enrichment coverage. If a run fails, replay it, tweak the prompt, and rerun. If it still fails, mark it manual and move on.

Sample Prompts You Can Start Using

Here are three simple, tested prompts that you can plug right into Claygent builder:

  • Company Summary
    Prompt: “Given company name, website, and two URLs, generate a short 4-5 sentence summary and 5 fact bullets. Output as JSON with summary, facts array, confidence score, and source URLs.”
  • Hiring Intent Detection
    Prompt: “Analyze career page and job posts. Return hiringintentscore (0–100), key_signals, recommended outreach tone, with source URLs in JSON.”
  • License/Tech Validation
    Prompt: “Check for presence of a license or tech install. Return boolean result, evidence URLs, snippet, and confidence in JSON.”

Quick Pilot Checklist for Success

To run a pilot with 50–200 rows, follow this simple checklist:

  • Define your main goal, like verified leads or meetings booked
  • Choose key metrics: email verification rate, reply rate, positive replies
  • Prep data: ICP, initial providers ready
  • Set up Clay templates and Navigator scripts week 1
  • Warm up your mailbox for 2 weeks
  • Launch sends by week 3, scale in month 3
  • Review weekly metrics and test prompt changes
  • Pause if deliverability or verified emails tank

Syncing and Routing Leads

When syncing audience data for LinkedIn, Meta, or Google Ads, include fields like email, job title, company, hiring intent, and verified email. Use routing rules like targeting LinkedIn ABM ads by job title, or prioritizing LinkedIn outreach for unverified emails with strong hiring intent.

Following these practical steps with Clay AI Agent helps you get solid data, scale safely, and save money. You'll feel confident launching campaigns that perform well and iterate quickly.


Clay’s Pricing Information and Rating

Clay offers a five-tier pricing plan for its users — A free plan and four paid plans. The free plan includes 100 credits that enable you to search for information. Meanwhile, the paid version includes:

  • Starter plan for $149 per month (2,000 credits)
  • Explorer plan for $349 per month (10,000 credits)
  • Pro plan for $800 per month (50,000 credits)
  • Enterprise plan that requires custom pricing
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Meanwhile, you can also use Clay API key to save cost. This will make sure you don't run out of credits quickly when you perform your sales operations.

Rating

Clay’s rating on G2 is 4.9 out of 5

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Hire ColdIQ’s Service for Your Prospect’s Research

Utilizing Claygent can be a bit challenging, especially when you are unfamiliar with it. You may find it difficult to get the most precise answers or even navigate the website.

This is why ColdIQ is available at your service. Our sales teams understand every aspect of Clay and its AI web scraper (Claygent) and can leverage this knowledge to quicken your research process and optimize your personalized outreach efforts.

It doesn’t matter whether you have hundreds or thousands of contacts on your lead list. Our unique process can obtain the data needed to identify qualified leads and move them down the sales funnel. Book a call with us today to get started.

Michel Lieben
Michel Lieben
Founder, CEO

Michel Lieben is the Founder & CEO of ColdIQ, a B2B sales prospecting agency trusted by 100+ organizations. He’s launched hundreds of outbound campaigns, mastered tools like Clay and Lemlist, and shares sharp, actionable insights on scaling sales with AI, automation, and strategy.

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FAQ

What types of data sources does Claygent scrape for prospect information?

Claygent pulls data from diverse platforms including company websites, Google search results, LinkedIn profiles, and public directories. This broad approach ensures you get comprehensive and up-to-date details from multiple verified sources in one place.

How can I customize Claygent’s data output to suit my research needs?

When using Claygent, you can specify output formats such as text, numeric values, URLs, or boolean true/false responses. Clear instructions in your prompt help gather data exactly how you want it presented for easy analysis or integration.

Is it possible to verify the accuracy of the information Claygent gathers?

Yes, Claygent provides the source details for all data it retrieves, allowing you to cross-check the information manually. This transparency helps confirm reliability before using data in outreach or decision-making.

How does Claygent handle company-specific questions like funding or employee benefits?

By combining web scraping with AI-driven search, Claygent can extract nuanced business details like funding rounds or benefit packages, if publicly available. You simply ask targeted questions and the agent compiles insights from multiple sites automatically.

Can I integrate Claygent outputs directly into my existing CRM or workflows?

Claygent’s data can be exported or formatted to align with many CRM systems or sales tools. This flexibility streamlines adding new prospects or updating records without manual data entry, saving time and reducing errors.

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