When to use AI agents

Before you start

Use this guide when decide which workflows are worth automating with agents.
Start with a small, reviewable example before applying the workflow broadly.
Confirm the required data, accounts, credits, and permissions are available before you begin.

Recommended workflow

Part 1

Clarify the goal

Write down the outcome, audience, owner, and success criteria before changing data or launching a workflow.

When to use AI agents: Goal definition — When to use AI agents

Part 2

Prepare the required inputs

Confirm the needed lists, connected accounts, permissions, credits, fields, templates, or source URLs are ready.

When to use AI agents: Required inputs — When to use AI agents

Part 3

Complete the workflow in a small pass

Decide which workflows are worth automating with agents.

When to use AI agents: Workflow pass — When to use AI agents

Part 4

Review the result

Check the saved records, validation state, campaign readiness, or reporting output before using the result elsewhere.

When to use AI agents: Review result — When to use AI agents

What to do next

Apply the workflow to a small sample before scaling it across a full list, campaign, or workspace.
Use the related guides below for the adjacent setup, validation, or troubleshooting steps.

FAQ

Who should use when to use ai agents?

Use this guide when you need to understand or complete this workflow inside Best practices and playbooks. 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.

Launch safelyRun the launch checklist before sending

Review audience, senders, sequence copy, personalization, schedules, and validation blockers.

Review checklist

See it in the productExplore the DitLead platform