Rep Matching

When your agent needs a sales rep near a lead, it uses search_humans in people search mode. The title_filters parameter supports boolean syntax — AND, OR, and NOT — to narrow results to the right person.

Basic syntax

title_filters: "sales AND SaaS"

This finds people whose title contains both “sales” and “SaaS”. The operators:

You can combine them: "sales AND SaaS NOT intern NOT junior".

Industry-specific patterns

SaaS / Tech

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// Enterprise AE
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await search_humans({
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  location: "San Francisco",
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  title_filters: "account executive AND enterprise"
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});
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// Sales engineer for technical demos
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await search_humans({
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  location: "Austin",
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  title_filters: "sales engineer AND SaaS"
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});

Financial services

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// Relationship manager
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await search_humans({
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  location: "New York",
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  title_filters: "relationship manager AND banking"
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});
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// Wealth advisor
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await search_humans({
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  location: "Miami",
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  title_filters: "wealth AND advisor NOT assistant"
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});

Retail / CPG

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// Regional sales manager
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await search_humans({
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  location: "Atlanta",
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  title_filters: "sales AND retail AND manager"
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});
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// Brand representative
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await search_humans({
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  location: "Los Angeles",
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  title_filters: "brand AND representative OR ambassador"
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});

Healthcare

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// Medical device sales
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await search_humans({
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  location: "Boston",
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  title_filters: "sales AND medical device NOT intern"
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});

Tips for better matches

• Be specific with location. "New York" is better than "East Coast". The system searches for reps in and around the given city.
• Use NOT to filter noise. Exclude intern, junior, assistant to focus on decision-makers and experienced reps.
• Combine seniority with function. "director AND sales" is more targeted than just "sales".
• Use provide_email. Set provide_email: true to get the rep’s email — you’ll need it for send_meeting_invite.

Matching rep to lead

The best rep matches depend on the lead’s profile:

Your agent should read the lead’s bio from search_humans and pick a title_filters query that produces a relevant match.