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how-to

Enrich a list with an agent

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

6 min read

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.

Enrich a list with an agent: AI agents and automation starting screen
Enrich a list with an agent
Step 2

Complete the main action

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

Enrich a list with an agent: Main workflow state
Enrich a list with an agent
Step 3

Review the result

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

Enrich a list with an agent: Result or confirmation state
Enrich a list with an agent

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 enrich a list with an agent?

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