Skip to main content The Ideal Customer Profiler agent analyzes your most successful customers to create detailed ideal customer profiles (ICPs), helping you identify and target prospects with the highest likelihood of conversion.
What it does The Ideal Customer Profiler agent:
Analyzes your best customers to identify common characteristics
Creates detailed ideal customer profiles based on successful patterns
Identifies key demographic, firmographic, and behavioral traits
Provides assessment models for prospect evaluation
Continuously refines profiles based on new customer data
Key Features
Pattern Recognition : Identifies common traits among your best customersMulti-dimensional Analysis : Considers company size, industry, technology stack, and behaviorDynamic Profiling : Updates profiles as your customer base evolvesAssessment Models : Evaluates leads based on ICP alignmentSegmentation : Develops multiple ICPs for different product lines or markets
Use Cases
Lead Qualification : Assess and prioritize prospects based on ICP fitMarketing Targeting : Focus campaigns on ideal customer segmentsSales Strategy : Align sales efforts with highest-value prospectsProduct Development : Understand customer needs for feature prioritizationMarket Expansion : Identify new markets that match your ICP characteristics
Getting Started To enable the Ideal Customer Profiler agent:
Navigate to your CustomerOS workspace
Go to Agents in the left sidebar
Find and enable the Ideal Customer Profiler agent
Connect your customer data sources
The agent will analyze your customers and create initial ICPs
Configuration Options
Customer Segments : Define which customers to include in ICP analysisProfile Factors : Choose which characteristics to prioritize (industry, size, etc.)Success Metrics : Define what constitutes a “successful” customerUpdate Frequency : Set how often to refresh ICP analysisAssessment Weights : Adjust the importance of different ICP factors 
