Find leads with the AI assistant

The AI assistant can build a list of local businesses for you to pitch, such as property managers, office buildings or short-term rental hosts, with the email each business publishes on its own website. It runs as a background task and ends with a lead list card for you to confirm. Lead finding is included with Starter and Pro, for owners and admins.

How do I ask for leads?

Tell the assistant who you want and where. For example:

• "Find 50 property managers in Kelowna with emails."
• "Find office buildings near downtown Victoria I could pitch for janitorial."
• "Get me short-term rental hosts around Nanaimo."
• "Find 40 restaurants in Halifax with emails and draft an intro email."

If you don't name an area, it uses your business's area. Lead finding is designed to find the businesses that buy your services, so describe your customers rather than your competitors. Built-in categories include property managers, office buildings and companies, short-term rentals and guest houses, hotels and motels, restaurants and cafés, bars and pubs, dental clinics, clinics, vet clinics, gyms and studios, daycares, schools, places of worship, salons and spas, law firms, accountants, real estate offices, insurance offices, auto shops, retail stores and contractors.

Ask for leads "with emails" to get a list where every lead has a published email.

Where do the businesses and emails come from?

• Businesses come from OpenStreetMap: named businesses in your area that match the categories you asked for (© OpenStreetMap contributors).
• Emails come only from each business's own website. The task reads the home page and up to three more pages on the same site, such as the contact, booking and about pages, and prefers an email on the business's own domain.
• An email that appears only on a map listing, but not on the business's website, isn't used.
• If a website says it doesn't want unsolicited messages, its email isn't used.

How are the emails checked?

• Placeholder, no-reply and junk addresses (such as example.com, noreply@ or postmaster@) are dropped.
• The email's domain must be set up to receive mail. If it isn't, the task tries the next email on the site.
• Two businesses can't share the same email; only the first keeps it.

Individual mailboxes aren't tested, so a small number of addresses may still bounce.

How are duplicates handled?

Before you see the list, businesses already in your CRM are left out. A business counts as a duplicate when its email, phone number, website or company name matches a client or a lead on any of your lead lists. The card tells you how many were left out ("N already in your CRM left out"), and if everyone matched you'll see "Everyone found is already in your CRM."

What's on the lead list card?

When the task is done, you get a New lead list card with:

• List: the name of the new list.
• Leads: how many will be added.
• With a published email and Phone only (phone-only leads are for calling, not texting).
• Sources, and a table of the first rows: Company, Email, Phone and Email found on.

Click Add lead list to save it. The list appears under Campaigns, named after what you asked for, the area and the date, with every lead set to new. Each lead's Source shows where it came from.

What does CASL mean for these leads?

Canada's anti-spam law (CASL) allows commercial email to a business address that was conspicuously published, as long as there's no statement refusing unsolicited messages and your email is relevant to the recipient's business or role. Lead finding is built around that:

• Every lead records the page its email was found on and when it was found.
• Sites that refuse unsolicited messages are skipped.
• Every campaign email automatically includes your business name, mailing address, contact details and a one-click unsubscribe.

Keep your emails about their business, not a personal offer. This isn't legal advice; you're responsible for what you send.

Can I text or call these leads?

You can call them. Leads found online haven't agreed to receive texts, so text campaigns, the assistant's text steps, outreach follow-ups and automations skip them (routines ask you first), with the note "Found on a public website/listing — no consent to text (CASL); call or email instead." Don't text them yourself either; call or email instead.

What if it finds fewer leads than I asked for?

The task keeps searching in different ways before it gives up: a wider radius, nearby areas, and related categories (for example, rentals also covers hotels and motels and vacation rental companies). Nearby-area suggestions are built in for Victoria, Vancouver, Nanaimo, Kelowna and the Okanagan, Calgary, Edmonton, the Toronto area, Ottawa, Montréal, Halifax and Winnipeg.

If it still falls short, it tells you the real number and what it tried. To keep going, tell the assistant, for example "keep going" or "try Penticton too", and the task picks up where it left off.

What are the limits?

• A lead search returns up to 200 leads.
• Lead searches use your plan's monthly background-task budget (US$1 on Starter, US$5 on Pro). See AI usage limits by plan.
• Lead finding is for owners and admins on Starter and Pro.

What's next after I have a list?

Ask the assistant to email the list. It can write a campaign in your writing voice, send you a test, schedule the send and follow up with anyone who doesn't reply, all from one card. See Email outreach pipelines and test emails.