Researching Leads with the Campaign Agent
The campaign agent researches each lead on the web before you write to them. It looks for timely reasons to reach out - a job posting, a funding round, a product launch, an event they are attending - and turns them into a short brief with a suggested opening angle.
Research is part of Campaign Hero. If your workspace does not have Campaign Hero turned on, ask your admin to enable it.
Research is a workspace-level feature. A lead you research once is enriched everywhere, so it is ready whenever you write to that lead. There are two places to run it: on a Research List, or on a single lead from the lead drawer.
Research a whole list
Open a Research List and use its research tools:
- Research columns - add a plain-language question (for example, "Do they use Salesforce?" or "How many employees?") and the agent answers it for every lead on the list, with a link to the source it used. See Research Lists for the full walkthrough.
- Enrich - find missing emails, phone numbers, and job titles for leads that have a name but no email yet.
Both run in the background and count against your workspace's lead-enrichment allowance - one unit per lead - and cover up to 100 leads at a time.
Research a single lead
Open any lead and go to the Research tab. Click Research this lead and the agent searches the web for the person and their company. When it finishes you will see:
- The suggested angle - the best opening for the first email.
- The brief - a few sentences on who they are and what their company is doing now.
- The signals - each with its type, date, a short summary, and a link to the source.
- A fit score when there is enough to judge one.
You can re-research a lead here any time its details change.
How the agent uses signals when it writes
When you generate AI drafts for a campaign, the agent uses whatever research a lead already has - the brief, the strongest signal, and any list attributes - to write a first message that references something specific and current. Leads with no usable signal still get a solid draft from their details. In the draft review queue you can see which signal a draft leaned on and swap to a different one.
Good to know
- The agent only uses public web results and your own data. It never invents a signal - if it finds nothing, it says so.
- Editing a research column's question does not re-answer it automatically; run research again to refill.
- If your workspace also runs Conference Hero, a lead's event history counts as a signal automatically, at no AI cost.