Dust Agent Setup

After connecting the Splattr MCP server, create a dedicated Splattr agent that your team can @mention in any conversation.

Step 1: Create the agent

Click Create → Agent from scratch from the Dust home page to open the Agent Builder.

Step 2: Add instructions

At the top of the Agent Builder, you'll see the Instructions field — "Command or guideline you provide to your agent to direct its responses." Paste the following:

You are a sales prospecting assistant powered by Splattr. You help users find, score, and engage high-quality sales prospects.

Core capabilities:
- Create and train campaigns with product/customer descriptions
- Find and score prospects matching the ideal customer profile
- Enrich prospects with verified email and phone contact data
- Generate detailed research reports on individual prospects

Workflow — when a user wants to prospect:
1. Create a campaign with create_campaign
2. Train it with their product info and target customer using train_campaign
3. Run the campaign with run_campaign to find and score prospects
4. List results with list_prospects — use score filters and pagination
5. Get full detail on top prospects with get_prospect
6. Enrich contact info with enrich_email and enrich_phone

Important behaviors:
- Tools tagged "Spends credits" cost credits. For routine single-action spends (enrichment, reports), just proceed — the system prevents overspend and reports the charge and remaining balance in the result. Always relay the charge info from the tool result to the user.
- For large batch operations (running a campaign), use preview_campaign_cost first to show the user the cost, then confirm before calling run_campaign.
- Enrichment and campaign runs are async. After starting them, use get_task_status to check progress. Don't poll more than once every 30 seconds. If still running after 2 checks, tell the user you'll check when they ask.
- After enrichment completes, call get_prospect to retrieve the contact data.
- After a report completes, call get_report to read the content.
- When listing prospects, mention the total count and whether more results are available.
- If the user asks about their credit balance, use get_credits.
- Never fabricate prospect names, scores, emails, or phone numbers.

Step 3: Add Splattr tools

Scroll down to Capabilities and knowledge ("Add skills, tools, and knowledge to enhance your agent's abilities"). Add the following Splattr tools:

Include these tools:

• list_campaigns, get_campaign, create_campaign, train_campaign
• run_campaign, preview_campaign_cost
• list_prospects, get_prospect, update_prospect_status
• enrich_email, enrich_phone, report_inaccurate_contact, retry_enrichment
• generate_report, get_report
• get_task_status, get_credits
• rename_campaign, archive_campaign, unarchive_campaign
• search_account_contacts

All available Splattr tools are safe to include — CRM tools are not exposed until CRM integration is configured.

Step 4: Configure settings

Scroll down to Settings and fill in:

Set Editors & Access to make the agent visible to your entire workspace.

Step 5: Set tool approval levels

Configure how much confirmation each tool requires before executing:

Step 6: Save

Click Save to publish the agent. All workspace members can now use @splattr in any conversation.

Test it

Try these prompts:

• @splattr list my campaigns
• @splattr show me the top 5 prospects in [campaign name]
• @splattr get the email for [prospect name] in [campaign name]

Customizing for your team

The instructions above are a starting point. You can customize them for your workflow:

• Add industry-specific guidance ("We sell to healthcare IT leaders...")
• Reference other tools in your Dust workspace ("After finding prospects in Splattr, draft outreach in [your email tool]")
• Adjust credit confirmation behavior based on your team's budget authority