AI Leads Engine
Workflows and automation
Automations you describe in plain words, built by your own coding agent.
Workflows (Beta)
- Open Workflows under Orchestration.
- Under Your coding agent, name it, pick the provider and model, paste its API key and click Connect.
- Describe what you want and click Build it.
- Review the automation under Your automations, then click Switch on. Pause stops it.
What an automation can do
- Set a field, adjust the lead score, add or remove a tag, and move a lead to another list.
- The table under What it can do lists every action with its limits.
Memory
AI Training, Open memory shows the documents and facts the AI has gathered while working, and lets you remove any of them.