Documentation

Use the AI Agent when

  • You want complete step-by-step control
  • You are exploring a new audience, competitor, or opportunity type
  • You want to approve discovery, filtering, contacts, and outreach separately
  • You prefer describing the outcome you want in plain language
  • You want to build a prospect list before deciding which campaign should use it

Use Campaigns when

  • You already know the campaign goal, sources, and quality rules
  • You want the full setup collected in one guided form
  • You want a one-time campaign or a recurring automation
  • You want new prospects to follow the same filters and outreach approach
  • You may want approved drafts to send automatically