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explanation

Understand workspaces, projects, lists, campaigns, and agents

A plain-English glossary for the terms users see across DitLead.

6 min read

What this explains

  • This glossary explains the product words users see repeatedly in DitLead.
  • Understanding these terms helps avoid common mistakes like importing contacts into the wrong workspace or launching a campaign before a list is ready.
  • Use this as a shared reference for onboarding new teammates.

Key ideas

Idea 1

Workspace

A workspace is the top-level environment for a team or business unit. Users, billing, settings, integrations, contacts, lists, senders, campaigns, and agents belong to a workspace.

Understand workspaces, projects, lists, campaigns, and agents: Workspace concept
Understand workspaces, projects, lists, campaigns, and agents
Idea 2

Contacts and lists

Contacts are individual people or records. Lists are grouped audiences that can come from CSV uploads, Lead Finder, LinkedIn extraction, enrichment, or manual work.

Understand workspaces, projects, lists, campaigns, and agents: Contacts and lists
Understand workspaces, projects, lists, campaigns, and agents
Idea 3

Campaigns

A campaign is an outbound workflow. It combines a list or audience, message sequence, sending accounts, schedule, limits, personalization, and validation rules.

Understand workspaces, projects, lists, campaigns, and agents: Campaign concept
Understand workspaces, projects, lists, campaigns, and agents
Idea 4

Senders

Senders are the connected email or LinkedIn accounts used in outreach. A sender must be connected, validated, healthy, and assigned before it can reliably send campaign steps.

Understand workspaces, projects, lists, campaigns, and agents: Sender concept
Understand workspaces, projects, lists, campaigns, and agents
Idea 5

Agents

Agents automate repeatable research, enrichment, scraping, routing, or drafting tasks. Strong agents have clear inputs, structured outputs, and review before important changes are applied.

Understand workspaces, projects, lists, campaigns, and agents: Agent concept
Understand workspaces, projects, lists, campaigns, and agents

How to use this

  • Use these terms when naming lists, campaigns, and agents so teammates can understand the workflow quickly.
  • When troubleshooting, first identify which object is affected: sender, list, campaign, contact, agent, or workspace setting.

FAQ

Is a list the same as a campaign?

No. A list is the audience. A campaign is the workflow that contacts that audience.

Can the same contact be in multiple lists?

Yes. Keep list names specific so you know where the contact came from and why they were included.

Start cleanSet up a campaign-ready workspace

Use the setup checklist before importing leads, connecting senders, or launching campaigns.

Open checklist
See it in the productExplore the DitLead platform