Skip to main content
By the end of this page you’ve handed this agent leads yourself, instead of waiting on its automatic sourcing: added one at a time, pasted in, imported from a CSV, or picked from a quick search.
Where
Outreach→AI Agents
Your role needs
Read access to AI Agents read-campaigns. Admin, Member and Viewer have it by default.
To create or change
create-campaigns to add one, update-campaigns to change one, on top of the permission above.
If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.

​
Before you begin

  • The agent needs a tag before Add leads appears at all. The tag is how an added lead becomes this agent’s lead. See Tags for where that tag comes from.
  • You need the same permission that shows Edit settings next to the agent’s pause switch. Without it, Add leads doesn’t render either. It isn’t greyed out, it’s just gone.

​
Steps

1

Open the agent

Go to and choose Open on the agent you want to add leads to.
2

Open the Add leads panel

Choose Add leads, in the strip above the tabs. It sits there on every tab, not only Leads.Add manually (1), Paste email addresses (2) and Import a CSV (3) all add people you already have. Search new leads (4) is different. It searches our own lead database for people you don’t have yet, the same search behind Manual Search. Below all four sits Lead generation, a separate, ongoing automatic search rather than a one-time add. See Lead sources for more.
3

Add one lead by hand

Choose Add manually to open Add a lead manually, the same manual-entry form the Prospects page uses, with one difference: the tag field is hidden, because the new lead is tagged with every tag this agent carries, not only its main one. See Add leads manually or import a CSV for what each field does.
4

Paste a list of addresses

Choose Paste email addresses to add several at once. Paste a list (commas, spaces or new lines all work as separators, and so do tabs and semicolons), and the count of valid addresses updates as you type, before you submit anything. Repeats are dropped, and each remaining address becomes a lead named from whatever comes before the @. There’s no tag picker on this screen: the leads go to the agent’s own main tag, and only that one, not every tag on the agent the way the manual form does.AI Company Recognition, on by default, builds a company profile for each lead from its email domain, skipping generic providers like Gmail and Outlook. The submit button names how many leads it’s about to add; the import then runs in the background, a toast confirms it, and the panel closes back onto the agent.
5

Import a CSV

Choose Import a CSV for the same wizard the Prospects page uses: upload, match the columns, review, then processing. The columns are matched for you the moment the file is read, and the matching step is skipped altogether when every required field already lines up. The one difference from the standalone version is the same as paste’s: no tag picker, because the file is tagged with the agent’s own main tag automatically. The page linked above walks the wizard step by step, including the column-mapping screen.
6

Search for new leads

Choose Search new leads for the same Manual Search filters-and-results screen, embedded here with the agent’s tag already locked in, so there’s nothing to pick. Filter on the left; a person you save on the right is imported and tagged straight away, one at a time, not as a background batch like paste or CSV. These are people you don’t already have, so they come from our data provider. See How many credits does a lead cost? for the details.

​
What happens next

The Leads tab on this agent shows the new lead: straight away for a saved search result, and once the background import has run for a pasted list or a CSV.
While that tab has nothing in it, it offers Add leads in the middle of the screen next to Add a lead source, the same panel, without going back up to the tab strip. Once it has rows, the tab strip button is the way in.

​
Troubleshooting

Two separate things cause this. The agent has no tag yet. Give it one, since that’s what turns an added lead into this agent’s lead; see Tags. Or your role lacks the permission that also controls Edit settings. If that button is missing too, this is a role question, not a setup one.
That’s expected only for Add manually. It tags a new lead with every tag on this agent, not just the one you’re viewing from. Paste email addresses, Import a CSV and Search new leads all write only the agent’s own main tag. This only shows up as a difference when the agent carries more than one tag.
Submitting closes the panel and refreshes the Leads tab once, immediately, which is usually before the background import has created anything. The toast tells you the import is still running. Leave the tab and come back when it’s done: the list is rebuilt each time you open it.

Add leads manually or import a CSV

The same manual form and CSV wizard, from the standalone Prospects page, field by field.

Manual Search (the lead picker)

The filters behind Search new leads, and what saving a result actually does.

Tags: how agents, sources and leads connect

Why an agent needs one before it can receive a lead at all.

How many credits does a lead cost?

One credit per analyzed contact with a verified email, and what a phone number adds on top.