> ## Documentation Index
> Fetch the complete documentation index at: https://docs.guhan.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Watchlist Agent

> Set up a prospect finder from scratch.

Onboarding creates your first Watchlist Agent automatically. When you need a second one — targeting a different persona, a different market, or a different signal — here's how.

## The 4 questions you'll answer

<Steps>
  <Step title="Who are you looking for?">
    Job titles + location + industry + company size.
  </Step>

  <Step title="When should this trigger?">
    Pick zero, one, or several signals (funding, hiring, engagement, etc.).
  </Step>

  <Step title="Where should they go?">
    Pick a List. Prospects the agent finds land here.
  </Step>

  <Step title="What should we call this agent?">
    A name so you recognize it in your list of agents.
  </Step>
</Steps>

## Step-by-step

### 1. Open the create panel

* **Simple mode**: from your Outreach Agent's **Sources** tab → **+ Add Watchlist Agent**
* **Advanced mode**: sidebar → **Watchlist Agents** → **+ New**

### 2. Fill the WHO section

<AccordionGroup>
  <Accordion title="Job titles">
    Add each title as a chip. Guhan auto-generates variants:

    * You type: **VP of Sales**
    * Guhan matches: Vice President Sales, SVP Sales, Senior Vice President Sales, Head of Revenue, Head of Sales…

    You can see and edit the auto-variants below the input.
  </Accordion>

  <Accordion title="Location">
    Autocomplete-backed. Type "San Francisco" → pick from suggestions. Multi-select with OR logic.

    Cities, states, countries, regions all work. "United States" catches everyone in the US; "New York" catches NY-metro only.
  </Accordion>

  <Accordion title="Industry">
    Same LinkedIn taxonomy Guhan uses everywhere. Pick 1-N industries.

    <Warning>
      "SaaS" isn't a LinkedIn industry — it's a subset of "Software Development". Use "Software Development" and let signals narrow further.
    </Warning>
  </Accordion>

  <Accordion title="Company size">
    Headcount slider. Leave both ends blank = no cap.

    Ranges to consider:

    * **1–10** — pre-seed startups
    * **11–50** — seed to Series A
    * **51–200** — post-Series-A scaleups
    * **201–1000** — mid-market
    * **1001+** — enterprise
  </Accordion>

  <Accordion title="HQ country (optional)">
    If you sell to a specific geography (e.g., US companies only), set HQ = United States. This is stricter than person-location — the *company* has to be HQ'd there.
  </Accordion>
</AccordionGroup>

### 3. Fill the WHEN section

Pick signals. Click a signal card → configure its parameters.

Common combinations:

<AccordionGroup>
  <Accordion title="Just-raised founders">
    Signal: **Funding raised recently**

    * Stages: seed, Series A, Series B
    * Recency: last 90 days
    * Job titles above: CEO, Founder, Co-founder
  </Accordion>

  <Accordion title="Growing sales teams">
    Signal: **They're hiring**

    * Departments: Sales
    * Min open jobs: 3+
    * Recency: last 30 days
    * Job titles above: VP of Sales, Head of Sales, CRO
  </Accordion>

  <Accordion title="Competitor evaluation">
    Signal: **Engaged with competitor's post**

    * Competitors: paste your competitors' LinkedIn company URLs
    * Job titles above: whoever your buyer is
  </Accordion>
</AccordionGroup>

### 4. Pick a List

The **Target List** dropdown — pick where new prospects should land.

* Existing List → adds to that List
* **+ Create new List** → new bucket + auto-binds it

Multiple Watchlist Agents can feed the same List (multiple triggers, one audience).

### 5. Name it

Something you'll recognize: "US SaaS VPs — funding signal" or "Just hired Head of Sales — enterprise".

### 6. Launch

Click **Launch**. First sweep fires immediately — you'll see prospects landing within 5-15 minutes.

## After launch

You land on the Watchlist Agent detail page:

* **Today's sweep** strip — how many prospects landed
* **Sweep history** — the last 30 runs
* **Filtered prospects** accordion — who Guhan considered but rejected, with reasons

Come back tomorrow to see fresh prospects from the next sweep.

## Editing later

Everything is editable from the detail page:

* Change WHO filters → next sweep uses new filters
* Add / remove signals → next sweep uses new signals
* Rebind to a different List → future prospects go to the new List; already-landed stay in old
* **Pause** → agent stops sweeping
* **Delete** → agent is gone; already-landed prospects stay in the List

## Related

<CardGroup cols={2}>
  <Card title="Configure your ICP" icon="user-check" href="/agents/watchlist-agents/configure-icp">
    Deeper on the WHO section.
  </Card>

  <Card title="Pick the right signals" icon="bolt" href="/agents/watchlist-agents/pick-signals">
    Deeper on the WHEN section.
  </Card>
</CardGroup>