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By the end of this page an agent has a lead source feeding it: sized and paced the way you want, and pausing or resuming with one click.
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.
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Before you begin

  • An agent to attach the source to. The Sources tab lives inside an agent’s own page, and a source you add there is joined to the agent through the agent’s tag, created for you if the agent doesn’t have one yet.
  • A role that can change sources, which is gated separately from reading the agent. Add a source needs permission to create sources; the limit pencils, the pause button and Edit source need permission to update them; Delete source needs permission to delete them. A read-only role sees every source and every status, with those controls hidden rather than greyed out.

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Steps

1

Open the Sources tab

Go to , open an agent, and choose the Sources tab. Each source is a saved search, shown as one row: its name and status chip on the left; three stats in the middle: Companies (how many it has analyzed, against the total you set), Daily (its per-day cap) and Leads (how many people it has found so far, which loads a moment after the row); and on the right its pause button plus a menu: View leads, View companies, Delete source, and Edit source on any source built with the AI Engine search, which is every source added from this tab. Filter chips (All, Active, Paused, Finished) and a search box narrow a long list, and Refresh re-checks it without leaving the tab.
2

Add a source

Choose Add a source to open the dialog: the same dialog also opens on its own if you reach it through Add leads, then Lead generation, instead. Tell it what to search for: Industry terms, Company locations, Decision-maker roles, or expand Advanced targeting for Company size and Exclude locations. Suggest with AI drafts the industry terms, roles, company sizes and locations from your workspace’s company profile, and aims at something the sources you already have don’t cover. Source name is the only field the dialog insists on beyond a filter, and it fills itself in from your first industry terms and location until you type your own.Turning on Also find phone numbers is worth pausing on: it’s what puts the Phones badge on the source’s row afterwards, because finding a number costs more than finding just an email. Expand Pace & limits to set Total companies, Companies per day (capped by your plan) and Contacts per company. Quality gate (optional) skips companies whose AI match score falls short of a bar you set. Choose Create source to save. The source is joined to the agent through the agent’s tag (created first if the agent didn’t have one), and sourcing is started for you straight away.
3

Change a source's limits without opening the dialog

Back on the Sources tab, the pencil beside Companies or Daily opens a small popover (a stepper, a slider, and Save), so you can raise or lower either cap in a couple of clicks, no need for the full dialog. On a source whose status reads Max Companies or Finished, the same popover is one click away behind an Increase limit link next to the pause button; raising the number restarts a Max Companies source, but not a Finished one.
4

Pause or resume one source

The play/pause button on a source’s row touches that source alone: pausing it stops it from finding new companies, while the agent’s outreach and every other source keep running untouched. Only a source you paused yourself, or one still sitting at Pending, comes back with the same button; a source that stopped for any other reason needs that cause fixed first, and the button stays disabled until it is (more on that below).

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What happens next

The source is on the Sources tab carrying a Pending or Active chip, and its Companies count starts climbing toward the total you set.
A brand-new source sits at Pending until the searches behind it are built. The agent’s page keeps re-checking in the background for a while after that, so it flips to Active on its own with no manual refresh. If it stays at Pending, press play on its row: the button that resumes a paused source starts a pending one too. If a source you’re not watching ever stops on its own, its status chip says why, and the next section covers what each reason needs. One more thing worth knowing: the tag is what joins a source to an agent, not a stored link to that one agent. So if no agent’s tag matches a source any more (the agent was deleted, or its tag changed), the source isn’t deleted with it. It turns up on the AI Agents list as a lead search not connected to an agent, with Finish setup to build a new agent around it.

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Troubleshooting

Three statuses disable it, and each needs a different fix: none of them the pause button.Max Companies: the source has analyzed as many companies as its Total companies limit allows. Raise that number from Increase limit or the pencil beside Companies, and the source goes back to Active by itself.Finished means the search is done: every company matching those filters has been analyzed, or the filters matched none at all. Raising Total companies will not restart a finished source, and the play button stays disabled. Add a source with wider targeting instead.No Credits: the workspace ran out of credits partway through this source’s search. Add credits or wait for your next allotment; a source paused this way is picked up again on its own once the balance covers it.
Hover the chip. If the tooltip says the daily limit was reached, the source has hit its Daily cap for today and is held until tomorrow rather than paused outright. Raise the daily cap with its own pencil if you’d rather not wait.
The searches behind the source are still being built, and it cannot start until they exist. Wait a moment and press play again, or leave it: the page keeps re-checking, and a source usually leaves Pending without any help.

Decision-Maker Targeting: filters explained

Every targeting filter a source can use (industry, size, locations and roles) and what each one widens or narrows.

Quality gate and match score

How the score behind a source’s optional quality gate actually gets calculated.

Agent statuses and pause options

The agent-level pill these per-source statuses roll up into, and the three different scopes a pause can cover.

Tags: how agents, sources and leads connect

Why adding a source can create a tag on the spot, and what an orphaned source actually is.