# Dust Agent Setup

After [connecting the Splattr MCP server](./quickstart#dust), 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:

| Field | Recommended value |
|-------|-------------------|
| **Name** | Splattr-Prospecting |
| **Description** | Sales prospecting — find, score, and enrich prospects |
| **Icon** | [Download](https://splattr.ai/branding/splattr-icon-app.png) |
| **Tags** | Use tags relevant to your workspace (e.g., Sales, Prospecting, Leads) |

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:

| Approval | Tools |
|----------|-------|
| **Never ask** (read-only) | list_campaigns, get_campaign, list_prospects, get_prospect, get_report, get_task_status, get_credits, preview_campaign_cost |
| **Low** (creates/modifies state, free) | create_campaign, train_campaign, update_prospect_status, rename_campaign, archive_campaign, unarchive_campaign, report_inaccurate_contact |
| **Medium** (costs 1 credit) | search_account_contacts |
| **High** (costs credits, always confirm) | run_campaign, enrich_email, enrich_phone, generate_report, retry_enrichment |

## 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