DitLead
Learn Center/AI agents and automation
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AI agents and automation

Create, run, review, and improve AI agents for lead research, scraping, enrichment, outreach, and follow-up.

21

guides

4 sections

AI command center

4 guides
explanation

What can DitLead agents do?

Understand common agent jobs and when to use them.

5 min
how-to

Start an AI session from the home screen

Use a prompt to begin lead, campaign, mailbox, or research work.

5 min
guide

Ask AI to find leads and build a campaign

Use one prompt to coordinate lead discovery, verification, copy, and campaign setup.

video8 min
how-to

Review AI session history

Find previous AI sessions and continue work.

4 min

Create and configure agents

6 guides
how-to

Create an agent with AI

Describe the agent you need and review the generated setup.

video8 min
how-to

Create an agent manually

Build an agent from inputs, instructions, tools, and outputs.

8 min
how-to

Configure agent inputs

Define the fields an agent needs before it can run.

6 min
guide

Configure agent output actions

Choose whether an agent returns data, creates contacts, updates lists, or drafts messages.

6 min
guide

Connect tools to an agent

Choose the tools and integrations an agent can use.

6 min
how-to

Configure agent runtime settings

Set workspace-level agent runtime behavior where available.

5 min

Run, approve, and audit agents

6 guides
how-to

Run an agent

Provide context and run a configured agent.

5 min
how-to

Use a contact as agent context

Give an agent a specific contact to work from.

4 min
how-to

Use a list as agent context

Run an agent against contacts from a list.

5 min
how-to

Use a Unibox thread as agent context

Let an agent draft or analyze from an existing conversation.

5 min
how-to

Review and approve agent output

Approve, reject, or inspect outputs before they affect your workspace.

video6 min
explanation

Understand agent run history

Inspect past runs, inputs, outputs, status, and approval state.

5 min

Scraping and enrichment agents

5 guides
how-to

Create a web scraping agent

Use an agent to extract useful data from web sources into DitLead.

video7 min
how-to

Scrape a company website with an agent

Collect company context, positioning, technology, or contact signals from a website.

6 min
how-to

Enrich a list with an agent

Use an agent to add missing account, contact, or research context to a list.

6 min
guide

Create a signal agent

Build an agent that finds buying triggers and routes them into your workflow.

6 min
troubleshooting

Troubleshoot agent runs

Fix failed, empty, pending, or approval-blocked agent runs.

6 min