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By the end of this page you have a standalone AI Engine campaign sourcing companies on its own, and you know what turns it into one of an agent’s lead sources instead.
Where
Legacy→AI Engine
Your role needs
Read access to AI Engine read-lead-generations. Admin, Member and Viewer have it by default.
To create or change
create-lead-generations to add one, update-lead-generations 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.

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Before you begin

  • AI Engine sits in a sidebar group called Legacy, next to Google My Business and AI Campaigns (Legacy). That group is hidden until support switches it on for your workspace. The page opens at /lead-generation-v2 either way.
  • Every contact a campaign finds spends credits, and a campaign that runs out mid-search stops at No Credits. Check what you are committing to on What a lead costs in credits.

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Steps

1

Open the list

Go to . A workspace with no campaigns yet opens on Find your next customers rather than a list, carrying the same two ways in that the banner carries once there is something to show: Start New Lead Search, which opens a blank form, and Ask AI. On the banner the second one is an unlabelled wand icon next to the button, and Ask AI is only its tooltip.Ask AI opens a short menu with two ways in. Get AI Suggestion drafts one with nothing to type, from your company description, your target industries, your office location and the campaigns you already have. Custom Instructions adds a sentence of your own on top of all that, then Get Suggestion. Both land on Suggested Campaign, which shows the proposed name, target query, locations and expected reach. Creating from there also creates a brand-new tag named after the campaign, so it cannot attach itself to an existing agent by accident. Choosing to customize it instead opens the form pre-filled and picks no tag for you.Four cards summarize the workspace above the list. Active campaigns, Companies / day and Projected leads / month read off the campaigns that are actually running, so a campaign still at Pending counts toward none of the three, and the two throughput cards add up configured pace rather than measuring anything. Leads this month is the measured one: it counts every lead sourced by a campaign of this kind, whatever state that campaign is in now.Below them, All, Active, Paused and Finished narrow the list, a search box narrows it by name, and Card view / Row view change how each campaign is drawn. The Active chip is wider than the Active campaigns card: it also returns campaigns at Pending and campaigns waiting out today’s cap. Paused collects No Credits and Limit Reached alongside the ones you stopped by hand.
2

Fill in the targeting

Start New Lead Search opens the form. Campaign Name is optional: leave it blank and one is built from your industry terms, or from your hiring roles when there are no industry terms, plus your locations. Set the targeting the same way an agent’s source does, covered in full on Decision-Maker Targeting: filters explained.Nothing is fetched into the right rail until a filter is set. Until then it holds a Start Your Lead Search prompt and makes no request.
A campaign made here and a source added inside an agent are the same record underneath. An agent’s Sources tab is assembled by matching tags, with no link stored on either side, so a tag one of your agents already carries puts this campaign on that agent’s tab and feeds its outreach. A tag no agent uses leaves the campaign running alone.
3

Set its pace, its extras, and create it

Under Campaign Configuration, Max. Companies Amount caps the campaign for its lifetime and Max. Companies Per Day caps it per day. Neither is free-form. On a new campaign the total cannot exceed how many companies your filters actually reach, and the daily figure is capped by your subscription, which the field tells you when you go over. Max. Employees Per Company decides how many contacts come out of each company, and is the same field an agent’s Add a source dialog labels Contacts per company.Two fields have no working default and will block the save: Max. Companies Amount, which starts empty, and Tag Leads, which needs at least one tag. Every lead the campaign finds is tagged with what you pick there. An agent’s Add a source dialog fills both in for you, defaulting its Total companies to the live estimate and using the agent’s own tag, so all it asks for is a filter and a name.
Progressive Employee Search does take effect on a standalone campaign, and that is the trap. It enriches one contact per company and holds the rest back until that contact’s conversation closes. A campaign with no agent behind it has no outreach that can close one, so it stops at a single contact per company instead of the number you set. Turn it on only for a campaign whose tag an agent carries. See Progressive employee search.
Turn on Also find phone numbers and every contact whose email is found gets a phone lookup too, at a higher credit cost that is charged only when a number is actually found. Campaign Context is free text describing what you sell, and the optional Quality Gate skips companies scoring below a bar you set, pulling no contacts from them at all. Both are covered on Quality gate and match score. Choose Create Campaign to save.

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What happens next

The campaign appears on the list at Pending, and its card offers Start lead generation.
Press it and the campaign goes looking. A source added inside an agent’s Add a source dialog is the same kind of record and lands at Pending too, but that dialog tries to start it for you straight away, best effort. The form here never does, so nothing happens until you press the button. From there the card reports Active while it is searching, including while it waits out today’s cap; Paused once you stop it; No Credits if credits run out partway through; Limit Reached once it has analyzed as many companies as Max. Companies Amount allows; and Finished once every company its filters reach has been analyzed, or once the search comes back empty. Finished is terminal: the card’s action becomes View leads and the campaign will not restart. The states in full are on Lead sources: add, edit limits, pause.

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Troubleshooting

The campaign reports that it has no searches associated yet. Saving the campaign only queues the work that turns your filters into a search list, so for a moment after creation there is nothing to start. Wait, then press Start lead generation again.
One state, two spellings. A campaign that has analyzed as many companies as Max. Companies Amount allows reads Limit Reached on this list and Max Companies on an agent’s Sources tab. Same fix either place: raise Max. Companies Amount and it flips back to Active by itself. Do not go looking for a resume button, because the card’s only action in that state is Pause lead generation.
That is the switch working, not failing. It spends a credit on the next contact at a company only once the previous contact’s conversation closes, and a campaign running on its own has no outreach that can close one. Either add the campaign’s tag to an agent, or turn the switch off so every contact is searched up front.

Lead sources: add, edit limits, pause

Give an agent something to work on. Add a source, change its limits, and read the state it reports back.

Decision-Maker Targeting: filters explained

Industry, company size, locations, roles and seniority: what each filter widens or narrows.

Google My Business (map radius search)

The older three-step wizard that targets companies by drawing radius circles on a map.

Finding leads overview

Every way a lead can reach your pipeline, and where this standalone form fits among them.