Create an agent with AI

Before you start

Open the AI agents and automation area in a workspace where you have permission to make changes.
Know the exact result you want before changing data, sending accounts, campaigns, or automation settings.
Review any connected accounts, lists, credits, or permissions this workflow depends on.

Steps

Step 1

Open AI agents and automation

Go to the AI agents and automation area and confirm you are in the correct workspace before making changes.

Create an agent with AI: AI agents and automation starting screen — Create an agent with AI

Step 2

Complete the main action

Describe the agent you need and review the generated setup.

Create an agent with AI: Main workflow state — Create an agent with AI

Step 3

Review the result

Check the saved record, list, account, campaign, agent output, validation message, or warning state before moving on.

Create an agent with AI: Result or confirmation state — Create an agent with AI

What happens next

Review the saved result before using it in a campaign or automation.
Move to the related guides below when you need the adjacent setup, validation, or troubleshooting workflow.

FAQ

Who should use create an agent with ai?

Use this guide when you need to understand or complete this workflow inside AI agents and automation. It focuses on the product steps users actually take in DitLead.

What should I check before moving on?

Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.

Automate workUse agents where review still matters

Let agents research, enrich, or draft work, then review outputs before they affect your workspace.

Learn agents

See it in the productExplore AI Agents