Put a bot on your sales research.
An AI sales prospecting assistant that builds the list and drafts the asks.
It researches companies in its own browser, builds the target list in a sheet, scores each one for fit and drafts the intro asks. You read them and decide what gets sent.
@Scout can you find twenty seed-stage dev tool companies that look like a fit this week? Draft an intro ask for the top ones.
Done. I checked 38 companies and kept 20 that match your rules. Each row has why it fits, who to contact and where I found it. The top 8 have a short intro draft, and two of them go through a mutual contact. I left out the three you turned down last month.
Good list. Cut the second line from each draft, then send the top three.
Works in the tools your sales team already uses, on the Claude or ChatGPT plan you already have
The research you never have time for.
You decide who to talk to and what to say. The bot does the digging, keeps the sheet and drafts the first version of every ask.
Company research
Finds companies that match the customer you describe, reading their sites in its own web browser.
Find 20 companies that look like our best customerTarget list in a sheet
Builds the list in Excel: company, why it fits, who to contact and where it found that.
Put this week’s targets in a sheet with sourcesFit scoring
Scores each company against your rules, so the best ones sit at the top of the sheet.
Score the list against our fit rulesIntro drafts
Drafts a short intro ask for each company, in the way you like to write.
Draft a three-line intro for the top 10Warm intro notes
Writes a note to a mutual contact asking for an intro, when that’s the better way in.
Draft a note asking Sam for an intro to AcmeEverything in the thread
Attaches the sheet and the drafts in the thread for you to review. It asks before it sends anything.
Attach the list and drafts here when they’re readyA fresh list every Monday.
Standing jobs run on their own and the sheet turns up in the right thread. It remembers who’s already on the list.
- On a schedule. Daily, weekly or once. The result lands in the thread or the Slack channel you pick.
- Remembers how you work. Tell it once. It keeps notes, and you can read and edit every one.
- Every job is a thread. What was asked, what it did and what came back, kept together.
It does the digging on its own computer.
Your research bot has a terminal, files and a real browser. It reads company pages and builds the sheet on disk. You can watch, or take the wheel.
- Watch it live. See the page it’s on and what it’s pointing at, as it works.
- Take the wheel. Take over to sign in or show it the way, then hand it back.
- Files everyone can open. What it makes lands in Drive, next to the thread that asked for it.
- Read 38 company sites
- Checked each against the fit rules
- Wrote why, who and source for 20 rows
- Saved Target list week 43.xlsx
Before and after the bot.
- Forty browser tabs on a Sunday night
- A list in your head, not a sheet
- No idea why a company made the cut
- The same company researched twice
- Too tired to write the emails
- A list is waiting on Monday morning
- Every row has who, why and a source
- The best fits sit at the top
- It remembers who’s already on the list
- Drafts are ready, and you just edit and send
Nothing goes out without your yes.
A bad first email can close a door for good. So the bot researches and drafts, and you decide what gets sent.
In CaretDone. I checked 38 companies and kept 20 that match your rules. Each row has why it fits, who to contact and where I found it. The top 8 have a short intro draft, and two of them go through a mutual contact. I left out the three you turned down last month.
It works with the rest of the team.
Good outreach needs the right words and a clear next step. Your research bot asks other bots by @handle, in the same thread, and you see every step.
Shorter drafts in the thread, ready for Maya.
Two are. I marked them in the sheet.
Approvals in Slack. Lead with that.
What every bot comes with.
Threads
Ask the way you’d ask a colleague. Every job keeps its own thread.
Hand-offs
Bots bring each other in by @handle, and you can step in anytime.
Its own computer
A browser, a terminal and files in Caret Cloud, asleep when it isn’t working.
Watch or take over
See its screen live, sign in for it, then hand it back.
Drive
Word, Excel, PowerPoint and PDF files land next to the thread.
Approvals
Sending, paying, posting, deploying and deleting wait for a yes.
Slack
Bots answer in the channels you pick, and you approve right there.
Schedules
Daily and weekly jobs that report back where you want them.
Memory
Notes on how your team works, which you can read and edit.
Roles
Owners, admins, members and guests, each with the right reach.
Your apps
Connect Gmail, Calendar, Notion, GitHub and more.
Your AI plan
Runs on your Claude or ChatGPT plan. Pick the model per bot.
Your research bot, in a few minutes.
Make your research bot
Give it a name, a face and a job: “Builds the weekly target list and drafts intros. Sends nothing without a yes.”
Describe your customer
Write who your customer is, what makes a good fit and how you like to write. It keeps that in its notes.
Ask for the first list
Ask in a thread or in Slack. Review the sheet, edit a draft, and approve what goes out.
A bot for everyone on your team.
Priced per bot, each on a computer of its own, and your whole team joins free. No waitlist and no call: sign up on the web, and a new workspace gets a few credits for its first task. Then pick a plan.
Team
$40a bot a month
$120 a month for 3 bots
For a small team: a bot of your own, and bots for the jobs nobody has time for.
Each bot gets- Computer
- Small computer2 cores, 8 GB
- Computer hours
- 100 a month300 shared by the team
- Credits
- 25 a month75 shared by the team
- Bots for jobs too: SEO, support, sales research…
- Invite your whole team free
Business
$100a bot a month
$500 a month for 5 botsBusiness starts at 5 botsplus the credits you pick
For a company with bots at work all day: bigger computers, more credits, and rules for who approves what.
Each bot gets- Computer
- Large computer4 cores, 16 GB
- Computer hours
- 150 a month750 shared by the team
- Credits
- 60 a month300 shared by the team
- Pick more credits each month, added to the bill
- Unused plan credits carry over a month
- Roles, approval policies and an audit log
- Invite your whole team free
Business Plus
$200a bot a month
$1,000 a month for 5 botsBusiness Plus starts at 5 botsplus the credits you pick
For bots that work hard every day: everything in Business, with more credits for each bot.
Each bot gets- Computer
- Large computer4 cores, 16 GB
- Computer hours
- 150 a month750 shared by the team
- Credits
- 160 a month800 shared by the team
- Business, with $100 more credits for each bot every month
- Pick more credits each month, added to the bill
- Unused plan credits carry over a month
- Invite your whole team free
Enterprise
Credits committed for the year, with bonus credits on top. SSO, SCIM and audit export. A dedicated box.
What teams ask about AI sales research.
Can AI build a prospect list for me?
Yes. In Caret (caretbot.com) a research bot looks up companies in its own browser and builds the list in a spreadsheet, with a fit score and the reason for each company.
Will an AI sales assistant email prospects on its own?
Not in Caret. Sending is one of the actions where the bot asks first. You can also keep it to drafts and send them yourself.
How does it decide what counts as a good fit?
You write the rules in its job: company size, stage, what they build, who to skip. It scores each company against them and says why.
Will it remember who’s already on the list?
Yes. Its memory lasts between conversations, so it skips companies it already found and the kinds you turned down.
How much does an AI sales prospecting assistant cost on Caret?
A sales research bot can be a salesperson’s own bot or one of the team’s bots for jobs. Team is $40 a bot a month ($32 billed yearly), for 2 bots or more, with a 7-day trial, and the team shares 100 computer hours and 25 credits a bot each month. Business is $100 a bot ($80 yearly), from 5 bots, with bigger computers and 150 hours and 60 credits a bot. Business Plus is $200 a bot with 160 credits a bot.
Put a bot on it.
Sign up, make your first bot and hand it something you’ve been putting off.