Overview
Import and manage your sales leads for AI-powered campaigns
Leads are potential customers in your database. AI Sales Service helps you import, organize, and connect them to AI-powered campaigns.
Features
- Import - Bulk upload from CSV files
- Datasets - Organize leads into reusable groups for campaigns
- Campaign Assignment - Connect leads to campaigns via datasets
- Engagement Tracking - Monitor opens, clicks, replies per lead
Lead Properties
Each lead contains:
| Property | Description |
|---|---|
| Primary contact email (required) | |
| Name | First and last name |
| Company | Organization name |
| Position | Job title |
| Phone | Contact phone number |
| Source | Where the lead came from |
| Status | Current lead status |
| Estimated Value | Potential deal value |
| AI Confidence | AI-calculated engagement likelihood (0.00-1.00) |
How Leads Connect to Campaigns
Leads are connected to AI Agents through campaigns:
- Import leads into the system
- Organize leads into datasets
- Create a campaign with a dataset
- Assign an AI Agent to the campaign
- The agent handles outreach to all leads in the dataset
Note: Leads do not have direct assignment to agents or sales managers. The connection is always through campaigns.