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Get started in three steps

1

Create and start your Agents

Set up Agents that monitor multiple types of signals 24/7 - from tracking engagements with influencers, to event attendees, topic mentions, and who’s engaging with competitors or your own team. They never miss a signal and combine all the information collected for each person and company.
Agents are grouped in 6 different categories for easier access - Engagement, Direct Intent, Conversation, Events & News, Company Movement, Community and Funnels Agents. See all available Agents.
Depending on the chosen agent, you need to provide different information.
  1. Change the name of the agent under Agent Name.
  2. Provide required link (e.g. LinkedIn or company website) depending on the type of Agent.
  3. Authenticate your profile (if needed).
See details per Agent type here.
Records are not available immediately. You might have to wait multiple hours initially until all information for each record is loaded. Once new records come in, the new rows will be marked as “New”.
2

Set up your Audience filters

Create multiple filters based on your ideal customer criteria (a.k.a. Audience) - think location, job position, company size, you name it. You can test multiple Audiences at the same time to see what works best for you.
Explain what audience you want to create with up to 1000 characters. Include personal and company attributes like e.g.:
  • Personal attributes
    • Job position, title & headline keywords
    • Seniority level
    • Country
    • Company they work at
  • Company attributes
    • Industry sector
    • Company size
    • Country
Click on Generate Audience. Clearcue will automatically generate filters based on your description.
  1. Review the filters Clearcue has created based on your description. Make any final changes or addiitonal you might think of.
  2. Click “Create Audience”. You can now directly apply the created Audience in the filters of your records.
You can always edit or delete an exisitng Audience if needed.
3

Review your potential customers and create a List

Mix your Audience filters with Agents to get live lists of potential customers. You’ll see all their signals in one place, making it super easy to pick who to reach out to first. Save those filter configurations in Lists so you can monitor your best prospects over time.
  1. Input a List name.
  2. Toggle between People and Companies
  3. Apply existing Audiences and Agents as filters OR apply other filters to the List
  4. Export a List or setup a webhook by clicking “Export”
See Lists for more details.

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Next steps

Now that you have your basics set up, explore these key concepts:

Agents

Run one or multiple Agents in parallel, working for you 24/7.

Audiences

Define exactly who you want to target.

Lists

Create and save live lists of companies and people who match your Audience and show intent signals.

Signals

Understand the actions, behaviours, and data points that reveal intent from people and companies.
Need help? Schedule an onboarding call directly with our founders to get the most out of the platform.