> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Finding leads overview

> Every way a lead can reach your pipeline: agent lead sources, the website tracker, web forms, imports, the API and Manual Search.

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

Most leads arrive because an agent's own lead sources went looking for them. The rest arrive from your site, from your own files or through the API. Three older search screens are still there too, if you need one.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Outreach<span className="pl-path__sep">→</span>AI Agents</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">Your role needs</div>
    <div className="pl-availability__value">Read access to AI Agents <code>read-campaigns</code>. Admin, Member and Viewer have it by default.</div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">To create or change</div>
    <div className="pl-availability__value"><code>create-campaigns</code> to add one, <code>update-campaigns</code> to change one, on top of the permission above.</div>
  </div>

  <div className="pl-availability__note">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.</div>
</div>

## Sourcing that runs on its own

Open an agent and its **Sources** tab lists everything feeding it: one row per saved [lead source](/en/ai-agents/lead-sources), with a status chip and three figures: **Companies**, how many it has analysed against the total you set; **Daily**, its per-day cap; and **Leads**, how many people it has found so far.

<Screenshot id="finding-leads/overview--agent-sources" url="/ai-agents/12?tab=sources" alt="An agent's Sources tab showing one lead source row, its name, an Active status chip, and the Companies, Daily and Leads stat columns, with an Add a source button in the header" caption="Every source feeding an agent lives on this one tab, whatever state it's in." />

Choose **Add a source** and the dialog opens on the same [targeting filters](/en/finding-leads/decision-maker-targeting) an agent is set up with, plus a **Source name**, an **Also find phone numbers** switch, and (folded away under **Pace & limits**) **Total companies**, **Companies per day**, **Contacts per company** and **Quality gate (optional)**, which skips companies whose AI match score falls short.

<Screenshot id="finding-leads/overview--add-source" url="/ai-agents/12?tab=sources" alt="The Add a source dialog as it opens: the targeting filters at the top, an empty Source name field with Suggest with AI beside it, and Pace & limits still collapsed" caption="A filter and a name are all the dialog insists on. Everything under Pace & limits already has a value." />

Choose **Create source** and the source is joined to the agent through the agent's tag (created and attached first if the agent doesn't have one), then started for you, so there is no separate switch to turn it on. Adding a source is gated on its own permission, the one that creates lead sources rather than the one that creates agents: without it you still see every source and its status, and the button simply isn't there.

## Surfaces that still work, just not from your sidebar

Three older screens cover ground an agent's sources cover now, because lead generation moved inside AI Agents. [**Manual Search**](/en/finding-leads/manual-search) is the only entry in a **Lead Generation** group. [**AI Engine**](/en/finding-leads/ai-engine), [**Google My Business**](/en/finding-leads/google-my-business) and the standalone [**AI Campaigns (Legacy)**](/en/ai-agents/ai-campaigns-legacy) screen share a group called **Legacy**.

Both groups are hidden in every workspace by default, so none of the four appears in your sidebar on its own. Support can switch either group on for a single workspace, which changes nothing for any other workspace on the account. Only the sidebar entry moves: hiding an entry never blocks its URL, and switching a group on never puts an entry in front of a role whose permissions don't allow it.

## Bringing a lead in yourself

The remaining ways in don't search for anyone. The [website tracker](/en/finding-leads/website-tracker-setup) turns companies that visit your site into leads, and a [web form](/en/finding-leads/web-forms-connect) turns a submission into one. [Adding a lead by hand or importing a CSV](/en/leads/add-leads-and-import-csv) and posting one to [the public API](/en/developers/overview) both start from a person you already have.

## Related

<CardGroup cols={2}>
  <Card title="Lead sources: add, edit limits, pause" icon="radar" href="/en/ai-agents/lead-sources">
    Give an agent something to work on. Add a source, change its limits, and read the state it reports back.
  </Card>

  <Card title="Decision-Maker Targeting: filters explained" icon="target" href="/en/finding-leads/decision-maker-targeting">
    Industry, company size, locations, roles and seniority: what each filter widens or narrows.
  </Card>

  <Card title="Set up the Website Tracker" icon="globe" href="/en/finding-leads/website-tracker-setup">
    Create a tracker, install the script on your site, and turn visiting companies into leads.
  </Card>

  <Card title="Add leads manually or import a CSV" icon="upload" href="/en/leads/add-leads-and-import-csv">
    The Add Lead form, pasting a list of addresses, and mapping the columns of a lead CSV.
  </Card>
</CardGroup>