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Background Agents: Setup Guide

Filip Hessle
Filip Hessle·Getting Started
Mar 23, 2026·10 min read

Learn how to set up Spiich Background Agents - autonomous AI agents that handle lead generation, contact enrichment, deal qualification, and pipeline reviews on autopilot.

Introduction

Spiich Background Agents are autonomous AI agents - running on a daily schedule or changes in your CRM. They handle repetitive sales tasks like lead generation, contact enrichment, deal qualification, and pipeline reviews. You can set them up in two ways: by telling Spiich what you need in plain language, or by configuring them manually in Settings → Background Agents. Read more about Background Agents here.

What Background Agents Can Do

Spiich Background Agents have access to the same tools as your sales reps. They can:

  • Read and write to your CRM — organizations, people, deals, tasks, and notes
  • Research the web — company websites, news, job postings, and public data
  • Find new leads from prospecting databases and web sources
  • Enrich contacts with emails, phone numbers, and LinkedIn profiles
  • Qualify and score companies against your ICP using real signals
  • Send you email reports with findings and recommended actions

Prerequisites

To create a Background Agent, ensure that:

  • You are a Spiich admin user
  • You have sufficient credits to cover background agent consumption

Trigger Types

Background Agents need a trigger - a condition that tells them when to run. There are two types.

Event-Driven

Event-driven agents fire instantly on changes in your CRM, such as a record creation or update. Use event-driven triggers when you want background agents to automatically run on an action, like qualifying new leads or enriching a new contact.

Scheduled

Scheduled agents run on a set interval - every day, every other day, or once a week. Use them for tasks that occur on a regular cadence, like lead generation, pipeline reviews, or recurring reports.

Credits

Background Agents consume credits when they run. Credit usage depends on the actions the agent takes — such as enriching contacts, updating CRM records, or generating reports. Credits are allocated monthly.

You can view your credit balance, usage breakdown, and per-action costs in Settings → Billing.

Creating Background Agents

To create a background agent, just tell Spiich what you need.

Chat Setup

Select a use case below to see the full setup sequence example.

Prerequisites

Before you begin, make sure the following CRM attributes are in place:

  • Source on the deal object, set as a multi-select field with Spiich Background Agent as an option
  • ICP fit score on the company object, set as a 1-5 rating field. If a similar field already exists, you may use it instead, just ensure to update the example prompts below accordingly.

Note: Due to CRM limitations, it may take up to 1 hour for the agent to see newly added fields. Set the attributes first and wait approximately 1 hour before following the message sequence below.

Step 1: Understand the ICP

Send the message below to Spiich. It will analyze your ICP and break it down into core segments based on region, size, industry, and company archetype.

Step 1 - ICP analysis
Please deeply assess my ICP based on what you know about me and what you can see on our website. Break this down into core segments based on region, size, industry, and company archetype. Develop a persona we should approach to maximise the probability of selling our solution; include role, experience, focus, and other attributes. Feel free to search my CRM for won and lost deals to understand our customer base better.

Reiterate until the agent is fully aligned with your ICP and target segment.

Step 2: Lead sourcing strategy

Next, use the message below to draft a lead sourcing strategy for the agent to follow.

Step 2 - Lead sourcing strategy
Based on our ICP and buyer persona breakdown, please create a comprehensive strategy for how new leads could be identified through web research and structured prospecting databases. This should include signals to track. Ensure it's possible to find through web research or prospecting databases. It's okay to rely on proxies.

Continue once you are satisfied with the lead sourcing strategy. You may incorporate your existing lead sourcing strategies and relevant websites to scrape.

Step 3: Create the lead generation agent

Based on ICP and lead sourcing strategy, the agent will create a lead gen agent. Adapt the prompt based on desired number of leads and CRM output preferences.

Step 3 - Create lead gen agent
Based on the ICP and buyer persona breakdown, and the strategy for lead generation, please create a background agent to generate me 10 leads per day and add them to my CRM. You must implement an intelligent rotation to avoid finding the same companies over and over again, for this you can use modulus based on the date (ex. search for companies in different regions, of different sizes, or of different archetypes based on date). For each identified company, you must search the CRM to avoid duplicates, add it if it doesn't already exist, and fully enrich the record. Make sure to qualify the company and set the "ICP fit score". For every new company added, also create a deal in lead stage with "Source" set to "Spiich Background Agent".

Example prompt output: New deal and enriched organisation objects in your CRM - daily.

Step 4: Create the buyer discovery agent

Finally, we will create a buyer discovery agent to identify the most relevant decision-makers for each added deal. Adapt the prompt based on desired number of decision-makers and CRM output preferences.

Step 4 - Create buyer discovery agent
Please create a second agent that triggers on new deals being added with "Source" = "Spiich Background Agent" to identify who I should approach at the company. For each deal, add a note to the deal object with the 5 most relevant people to approach at the company. Each person should have a name, LinkedIn URL, title, and 1 sentence why they make sense to approach. Ensure you follow the priorly identified buyer persona.

Example prompt output: A note on each new deal with the 5 most relevant decision-makers to approach.

Editing and Managing Agents

Background Agents can be edited directly through the chat or by going to Settings → Background Agents and selecting the edit button on the agent you wish to edit. On this page, you can also pause, manually trigger, or delete agents along with seeing the number of used and remaining credits, and recent agent runs.

Pausing, triggering, and deleting agents cannot be done through the chat.

FAQ

Verify that you have an adequate number of credits remaining. You may troubleshoot your agent setup by sending your trigger, objective, process, and output field values in the Spiich chat. If the issue remains, reach out and we will help you resolve your issue.
Every agent run and action consumes credits in accordance with the Credit Table. You can view your remaining credits at Settings → Background Agents.
Yes, you can create and run as many agents as you need wihin reasonable limits.
Scheduled agents run at 05:00 CET (Stockholm time), ensuring that their tasks are completed before your workday starts.
Yes. From Settings → Background Agents, you can manually trigger any agent using the trigger button. This lets you verify the agent's behaviour before it runs on its regular schedule or event trigger.
Due to CRM synchronisation limitations, it can take up to 1 hour for new or modified fields to become visible to Background Agents. If you recently added a field, wait approximately 1 hour and try again.
No. Background Agents cannot send emails as you. They can send email reports and summaries to your inbox, but they cannot compose or send outbound emails to prospects or customers.
Go to Settings → Background Agents, find the agent you want to pause, and click the pause button. Paused agents will not run until you resume them. You can also delete an agent entirely from the same page. Pausing, triggering, and deleting cannot be done through the chat.
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