Lead Discovery Agent

The Lead Discovery Agent turns a short description of your ideal customer or market into structured lead data: search keywords, candidate domains, organization profiles, and contact emails. It powers the discovery stages of the Lead Generation workspace.

It is a Pro agent type and may run for several minutes on large searches.

What it does

  • Generates search keywords from your seed text
  • Finds relevant domains via search
  • Crawls sites to summarize organizations and collect contact emails
  • Saves progress at each stage so you can review keywords, domains, organizations, and contacts in the workspace
  • Supports running the full pipeline or individual stages

When to use it

Use the Lead Discovery Agent when you want automated prospecting research before outreach. It pairs with the Outbound Email Agent in the same squad and workspace.

Configuration

Configure limits from the agent instance in the dashboard:

  • Max keywords: how many search phrases to generate
  • Domains per keyword and total domains: caps on how much of the web to explore
  • Pages per domain: how deeply to crawl each site for contacts

The Lead Generation workspace also exposes SERP geography and filter settings that influence search results.

Typical usage

Lead Generation workspace

Work through the pipeline in the workspace: Keywords, Domains, Organizations, Contacts. Enter seed text (your target market) and run discovery stage by stage or end to end.

Time listener

On a passthrough squad, a Time listener can pass JSON as 
initial_message
to run a single pipeline stage. Use 
batch_size
with empty 
*_memory_ids
to process the oldest active candidates automatically. For contacts automation, set 
filter_no_contacts
to 
true
so auto-select only picks organisations that already have collectible emails in memory:
{
  "seed_text": "",
  "start_stage": "contacts",
  "end_stage": "contacts",
  "organization_memory_ids": [],
  "batch_size": 1,
  "filter_no_contacts": true
}
The Lead Generation workspace sends explicit organisation ids with 
filter_no_contacts: false
when you use Get contacts for selected.

Agent enrich

From the organisation overview panel you can submit free-text instructions (and optional contact notes). The agent:

  • Rewrites the organisation summary to incorporate your update
  • Appends a generic entry to 
    enrichments
     (audit log — text and timestamp only)
  • Unions any new contact emails into the profile

Enrichment records are shown in the overview UI for reference. They are not passed into AI Opportunity report generation (reports use crawl HTML detection and the summary text only).

Related documentation