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Qualify B2B leads instantly with Exa's semantic power

Swiftask integrates Exa's semantic search engine to automatically analyze and qualify your B2B prospects. Identify high-value opportunities without manual effort.

Result:

Boost your conversion rate by focusing only on leads qualified by AI.

Manual qualification slows down your sales cycle

Modern B2B prospecting is saturated. Your sales team wastes valuable time manually searching for prospect information to assess relevance. The result: missed opportunities, slow reactivity, and skyrocketing Customer Acquisition Cost (CAC).

Main negative impacts:

  • Wasted time on unqualified leads: Your reps spend hours prospecting companies that don't match your Ideal Customer Profile (ICP).
  • Outdated or incomplete data: Standard CRM data is often static and doesn't reflect the immediate context of your prospects.
  • Lack of personalization: Without contextual insights, your outreach emails are generic and suffer from poor response rates.

Swiftask connects your workflows to Exa, the next-gen semantic search engine. Your AI agent scans the web in real-time to qualify, enrich, and score your leads based on your specific criteria.

BEFORE / AFTER

What changes with Swiftask

Without Swiftask + Exa

A sales rep receives a new lead list. They visit every website, read annual reports, check recent news, then manually enter data into the CRM. The process takes days, and the lead is already cold.

With Swiftask + Exa

As soon as a lead enters your system, the Swiftask agent queries Exa. It extracts weak signals, analyzes fit against your offering, and qualifies the lead. The rep receives a complete dossier in seconds.

Qualification: Automate your pipeline in 4 steps

STEP 1 : Define your ICP in Swiftask

Configure your AI agent's qualification criteria (industry, size, tech stack, recent news, specific pain points).

STEP 2 : Connect Exa data source

Integrate Exa as your semantic search engine to enable your agent to access the most relevant web information.

STEP 3 : Configure the qualification workflow

Set the trigger (new lead, form submission) and the automatic search/scoring actions.

STEP 4 : Receive your qualified leads

Your agent automatically enriches your CRM or sends a Slack/Teams notification with lead scoring and summary.

Exa semantic analysis capabilities

The AI agent uses Exa to perform contextual semantic searches, going beyond simple keyword matching.

  • Target connector: The agent performs the right actions in exa based on event context.
  • Automated actions: Search for recent company news. Analyze current tech stack. Identify buying signals (funding rounds, hiring, new products). Automatic scoring based on ICP fit.
  • Native governance: All sources used for qualification are archived to ensure transparency and auditability of your sales decisions.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-exa@swiftask.ai ). You keep full visibility on every action and every sent message.

Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.

Strategic advantages for your sales team

1. Reduced sales cycle

Research time is eliminated. Your reps start their day with pre-qualified leads.

2. Precise targeting

Thanks to Exa's semantic analysis, you identify prospects based on real intent, not just demographics.

3. Ultra-personalized outreach

Every sales approach is based on recent, relevant data extracted automatically.

4. Scalable prospecting

Qualify thousands of leads with the same rigor, without increasing your research team size.

5. Seamless CRM integration

Qualified data is injected directly into your CRM, ensuring a clean and up-to-date database.

Data reliability and compliance

Swiftask applies enterprise-grade security standards for your exa automations.

  • Secure processing: Swiftask processes your prospecting data in a secure environment compliant with GDPR standards.
  • Verifiable sources: Every piece of data extracted by Exa is cited, allowing your reps to verify info quickly.
  • Access governance: Control precisely which team members have access to enrichment tools and qualification results.
  • Technology independence: You maintain full control of your qualification rules, regardless of the search tools used in the background.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your sales performance

MetricBeforeAfter
Qualification time per lead10-15 minutesUnder 30 seconds
ICP targeting precisionVariable40% increase
Volume of leads handledHuman-limitedUnlimited (automated)
Outreach response rateStandardImproved via personalization

Take action with exa

Boost your conversion rate by focusing only on leads qualified by AI.

Master complex research with Exa and your AI agents

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