ai-prospect-agent

ProspectAI - AI-Powered Sales Intelligence Platform

ProspectAI automates prospect research using AI. Upload a CSV of prospects and get back AI-powered fit scores, buying intent signals, and personalized email drafts.

Perfect for:

• 🎯 Sales teams researching prospects at scale
• 🤖 Building AI-powered sales tools
• 📊 Learning Motia's event-driven architecture
• 🚀 Prototyping sales automation

✨ Features

• 📤 CSV Upload: Upload prospect lists and process automatically
• 🤖 AI Analysis: Gemini 3 Pro or Claude Opus 4.5 generates fit scores (0-100)
• ✉️ Email Drafts: AI-generated personalized outreach emails
• 📡 Signal Collection: Gather 15+ data points via NewsAPI
• 🔔 Slack Alerts: Real-time notifications for high-scoring prospects
• 💬 AI Assistant: Natural language queries like "Who should I call this week?"
• 📊 Job Queue: Real-time monitoring with BullMQ
• 🎨 Workbench: Visual flow designer
• 💾 Built-in State: Motia's Redis-backed state - no external database needed

📸 Screenshots

Multi-Flow Workbench

Queue Management

AI Assistant

CopilotKit Integration

🚀 Quick Start

1. Install

git clone https://github.com/MotiaDev/motia-examples.git
cd examples/ai-agents/specialized-agents/ai-prospect-agent
npm install
cd frontend && npm install && cd ..

2. Configure Environment

Create .env file:

# AI Provider (at least one required)
GEMINI_API_KEY=your_gemini_api_key
ANTHROPIC_API_KEY=your_anthropic_api_key

# Optional services
NEWS_API_KEY=your_newsapi_key
SLACK_WEBHOOK_URL=https://hooks.slack.com/services/xxx/xxx/xxx
RESEND_API_KEY=your_resend_api_key
FROM_EMAIL=your_from_email@example.com

Get Free API Keys:

• Gemini: https://aistudio.google.com/app/apikey (1500 req/day free)
• Claude: https://console.anthropic.com ($5 free credits)
• NewsAPI: https://newsapi.org/register (100 req/day free)
• Slack: https://api.slack.com/messaging/webhooks (free)

3. Start Backend

npm run dev

🚀 Backend: http://localhost:3000
📊 Workbench: http://localhost:3000

4. Start Frontend (separate terminal)

cd frontend
npm run dev

🖥️ Frontend: http://localhost:5173

5. Upload Test Data

1. Open http://localhost:5173
2. Click "📤 Upload CSV"
3. Select test_prospects_small.csv (5 prospects)
4. Watch prospects appear with AI-generated fit scores!

Architecture

CSV Upload → Parse & Validate → Queue Research Jobs
                    ↓
        ┌───────────────────────────┐
        │  Research Pipeline        │
        │                           │
        │  Collect Signals          │
        │       ↓                   │
        │  AI Analysis (Gemini)     │
        │       ↓                   │
        │  Generate Email           │
        └───────────────────────────┘
                    ↓
        Slack Alert → State → Stream → Frontend

Tech Stack

Component	Technology
Framework	Motia (event-driven orchestration)
AI	Gemini 3 Pro / Claude Opus 4.5
News	NewsAPI
Storage	Motia State (Redis)
Frontend	React 19 + Vite

📋 Test Data

Included test files:

• test_prospects_small.csv - 5 prospects (recommended)
• prospectai_test_data_1000.csv - 1000 prospects

CSV Format Required

company_name,domain,email,first_name,last_name,title,industry,region,company_size,stage,estimated_revenue_millions,funding_status,last_funding_date,actively_hiring,website_updated,linkedin_url

🔌 API Endpoints

Prospect Management

• POST /api/prospects/upload - Upload CSV
• GET /api/prospects - Query prospects
• GET /api/prospects/:id - Get prospect details
• GET /api/prospects/top - Get top-ranked prospects

AI Assistant

• POST /api/copilot/query - Natural language queries
• POST /api/copilot/actions - Execute actions

Outreach

• POST /api/outreach/send - Send email

Real-Time

• GET /api/sse/subscribe/:batchId - SSE stream

🖥️ Frontend Features

• 📊 Dashboard: Grid view with color-coded fit scores
• 📤 CSV Upload: Drag & drop interface
• 🏆 Top Prospects: Quick filter for high scores
• 💬 AI Sidebar: Ask questions in plain English
• ⚡ Real-Time: Live updates via SSE

📂 Project Structure

day14automation/
├── frontend/           # React frontend
│   └── src/
│       ├── App.tsx
│       └── App.css
├── src/
│   ├── api/           # HTTP endpoints
│   ├── events/        # Background jobs
│   ├── cron/          # Scheduled tasks
│   └── streams/       # Real-time streams
├── motia.config.ts
└── package.json

💾 State Management

// Store data
await state.set('prospects', prospectId, data)

// Retrieve data
const prospect = await state.get('prospects', prospectId)

// Get all
const all = await state.getGroup('prospects')

State Groups:

• prospects - Prospect data
• batches - Upload batches
• research_results - AI analysis
• batch_scores - Score tracking

📊 Event Flow

1. prospect.research.queued     → CollectSignals
2. prospect.signals.collected   → AnalyzeProspect  
3. prospect.analyzed            → GenerateEmail
4. prospect.research.completed  → NotifySlack + UpdateBatchProgress
5. prospect.research.failed     → HandleResearchFailure

⏰ Scheduled Tasks

Task	Schedule	Description
DailyNewsMonitor	8 AM daily	Monitor news for prospects
WeeklySummary	Monday 9 AM	Weekly Slack summary
StaleDataCleanup	Sunday 2 AM	Clean old data

📜 Scripts

npm run dev            # Start dev server
npm run generate-types # Regenerate types

🔧 Troubleshooting

Backend won't start

# Kill any existing processes
pkill -f "motia"

# Clean and restart
rm -rf .motia/compiled
npm run dev

Redis errors

# Clean Redis data
rm -rf .motia/
pkill -f "redis-server"
npm run dev

No prospects showing

⚠️ Data is lost on restart (in-memory Redis)

Solution: Re-upload your CSV file after restarting

Frontend not connecting

1. Check backend: curl http://localhost:3000/health
2. Verify CORS in motia.config.ts
3. Check API URL in frontend/src/App.tsx

Large datasets (500+ prospects)

For large uploads, increase Node memory:

NODE_OPTIONS="--max-old-space-size=8192" npm run dev

Recommended: Use smaller batches (100-500 prospects)

📚 Resources

• Motia Docs: https://motia.dev/docs
• Motia GitHub: https://github.com/MotiaDev/motia
• Example Projects: https://motia.dev/docs/examples

🤝 Contributing

Contributions welcome! Submit issues or PRs.

📄 License

Apache License 2.0 - free for commercial use.

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Built with ❤️ using Motia

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