Start an AI session from the home screen

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.

Start an AI session from the home screen: AI agents and automation starting screen — Start an AI session from the home screen

Step 2

Complete the main action

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

Start an AI session from the home screen: Main workflow state — Start an AI session from the home screen

Step 3

Review the result

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

Start an AI session from the home screen: Result or confirmation state — Start an AI session from the home screen

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 start an ai session from the home screen?

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.

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

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