Setting Up an AI Agent in the Leads Tool
Use this step-by-step guide to build an AI Agent that automatically searches for leads, enriches them, creates outreach content, and sends results to your CRM—on a schedule or triggered by new data.
Prerequisites
Access to the Leads Tool and AI Tools
At least one List created (you can also create one during setup)
Optional: Integrations connected (CRM, webhook, spreadsheet, etc.)
Optional: Prompts configured in AI Assistant (for summaries, emails, subject lines, custom prompts)
1) Navigate to AI Agent
Go to: AI Tools > AI Agent (left-hand menu).
If you see a blank page, click Create New Agent (top-right).
2) Name and Describe Your Agent
Enter:
Name (e.g., “Demo – Local Realtors Seattle”)
Description (e.g., “Search and research local companies”)
Enable autosave if available.
Click Save to open the Agent Canvas.
3) (Optional) Start from a Recipe
Open the Recipes tab to view prebuilt agents.
Select a recipe (e.g., Local Search), then choose a location or local settings.
The recipe will drop into your canvas.
Double-click any node to configure or customize.
If you prefer to build from scratch, remove the recipe nodes (double-click > Remove).
4) Understand the Agent Builder
The canvas is organized into categories: - Search & Discovery (must be first) - Filtering - Research & Analysis - Content Creation - Enrichment - Integration & Automation
Notes: - You can only have one Search step per agent. - Category nodes become available as you add previous steps.
Zoom: - Scroll with your mouse or use keyboard +/- to zoom.
5) Add Your Search & Discovery Step
Drag a search type onto the canvas (e.g., Local Search, People, Company, Domain, Influencer, Intent).
Configure:
List: Choose an existing list or create a new one.
Trigger:
On new result added to the list (e.g., via webhook/import), or
Autopilot (Timer): Daily or Weekly
Click Save.
You’ll then define the search parameters: - Example: - Query: “Real estate agents” - Location: “Seattle” (pick from suggestions) - Daily Results: e.g., 20 leads per day - Click Continue.
Location confirmation: - Deselect any sub-locations you do NOT want included. - Click Continue.
Tip: The small number shown on search nodes indicates credits per lead for that step.
6) Add Filters (Optional but Recommended)
Drag the Filter node to the canvas.
Set conditions to refine results, e.g.:
First Name is not empty
Email: verified only
Company size > 10
Missing or present social accounts (e.g., no Instagram)
Save the filter.
7) Add Research & Analysis
Drag Research nodes (prebuilt AI prompts) onto the canvas.
Choose a prompt from your AI Assistant library (e.g., Company Summary).
Examples:
AI Summary (overview of the company/contact)
Find Competitors
Find Similar Companies (in same location)
Find Suppliers
Note: You can create unlimited prompts in AI Assistant; they’ll appear here by category.
8) Add Content Creation
Drag Content Creation nodes to generate outreach assets:
Email message: select your AI Assistant prompt for tone, style, and structure
Email subject line: select a subject prompt
Custom prompts: chain any specialized prompts you’ve saved
Arrange nodes in sequence to build your workflow.
Tip: Write prompts in your brand voice within AI Assistant for consistent messaging.
9) (Optional) Enrich Your Data
Drag Enrichment nodes to retrieve more details (costs additional credits).
Options include:
Company Enrichment
Multi-step/Waterfall enrichment to fill gaps across sources
Use enrichment when initial searches don’t provide enough detail.
10) Connect to Your CRM or Integrations
Drag a CRM/Integration node onto the canvas.
Choose where to send results:
Connected CRMs
Webhooks (e.g., to email, spreadsheets, Zapier/Make)
Any integration you’ve added in the Integrations area
Configure record volume:
Number of email addresses per company to send (e.g., 2 per company vs. All)
Tip: Limiting outbound contacts avoids spamming multiple people at the same company.
11) Finalize and Publish
Review the workflow from left (search) to right (integration).
Ensure only one Search node is present.
Click Save and Publish.
If using Timer (Autopilot), the agent runs automatically until stopped.
How the Automation Runs
Daily/weekly schedule or triggered by “new results added to list”
Executes search
Applies filters
Performs research and analysis
Generates content
Enriches (if configured)
Sends to CRM/integration
Repeats as scheduled
Managing Locations and Result Limits
If a location runs out of results, you’ll receive a notification.
Update the location(s) (city, suburb, etc.) and save—no need to pause the agent.
Adjust daily results to control lead flow.
Best Practices
Start small: 10–20 leads/day to validate your workflow and prompts.
Use filters to keep data quality high (e.g., verified emails, required first name).
Personalize prompts in AI Assistant for better outreach performance.
Limit contacts per company in CRM handoff to avoid duplicate outreach.
Monitor credit usage—each step may consume credits per lead.
Troubleshooting
Can’t add more than one Search step: By design, agents only support one.
Prompts not visible: Create and save them in AI Assistant under the correct category.
No results in a region: Expand or adjust your location(s), or refine keyword(s).
Duplicate records in CRM: Use filters and limit emails per company.
Integration missing: Add/authorize it in Integrations, then return to the Agent canvas.
Example: Local Realtor Outreach Agent
Search: Local Search > “Real estate agents” > Seattle > 20/day > Daily timer
Filter: First Name is not empty; Email verified
Research: AI Company Summary
Content: Generate email + subject line via AI Assistant prompts
Integration: Send up to 2 contacts per company to your CRM
You’re all set! With an AI Agent configured, your lead generation and enrichment will run on autopilot—searching, analyzing, creating outreach, and syncing to your CRM based on your instructions.