Use a contact as agent context

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.

Use a contact as agent context: AI agents and automation starting screen — Use a contact as agent context

Step 2

Complete the main action

Give an agent a specific contact to work from.

Use a contact as agent context: Main workflow state — Use a contact as agent context

Step 3

Review the result

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

Use a contact as agent context: Result or confirmation state — Use a contact as agent context

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 use a contact as agent context?

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