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DocumentationAI & ProductivityAI Lead Generation

AI & Productivity

AI Lead Generation

Use supported AI-assisted workflows to identify and organize potential business opportunities.

Typical workflow

  1. 1Run a supported lead-generation request.
  2. 2Review the resulting prospect information and sources.
  3. 3Convert useful prospects into customer or follow-up work where appropriate.
  4. 4Verify important information before contacting a prospect.

Lead quality

Lead generation is an AI-assisted discovery workflow, not a guarantee of contact accuracy, lead quality, conversion, or revenue.

Related documentation

Customer management

Maintain customer context across supported conversations, appointments, and lead workflows.

Follow-ups

Turn customer conversations and leads into actions that can be completed later.

Tasks

Track internal work, customer actions, operational reminders, and follow-up activities.

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