Documentation Index
Fetch the complete documentation index at: https://docs.agentweb.pro/llms.txt
Use this file to discover all available pages before exploring further.
CRM is where you manage leads, contacts, and outreach context. It connects people to campaigns, emails, and engagement history so Emma can generate personalized communication and run lead-driven workflows.
| Capability | What it does |
|---|
| Lead lists with custom pipeline stages | Group leads by campaign or segment. Customize stages per list. |
| Standard and custom fields | Track any data you need on a per-list basis. |
| AI-powered enrichment | Emma researches leads and fills in missing fields automatically. |
| Bulk import/export | CSV in, CSV out. |
| Search and filter | Multi-condition filters on any standard or custom field. |
| Bulk actions | Delete, update status, send group emails to selections. |
Creating a lead list
When you create a new lead list, you can configure:
- Name (required) and an optional description.
- Pipeline stages: customize stages per list. Defaults are
New → Contacted → Qualified → Proposal Sent → Negotiating → Won / Lost / Churned. Each stage has a label, color, and type (active, won, lost, churned). Add, rename, or reorder to match your sales motion.
- Point of contact: assign a team member or email sender to the list. AgentWeb uses this when sending outreach.
Lead fields
Each lead record supports the following fields out of the box.
| Field | Description |
|---|
Email | Primary identifier. Used for deduplication within a list. |
First Name, Last Name | Contact name. |
Company | Company name. |
Title | Job title. |
Phone | Phone number. |
LinkedIn | LinkedIn profile URL. |
Notes | Free-text notes. |
Status | Pipeline stage. |
Deal Value + Currency | Monetary value of the opportunity. |
ICP Score | AI-generated score from 0–100 indicating how well the lead matches your ICP. |
Is ICP | Boolean flag for ICP match. |
Engagement Count | Number of tracked interactions. |
Last Contact | Date of most recent interaction. |
Draft | Whether an email draft has been generated. |
Custom fields
Add unlimited custom fields with the Add Field button. Custom fields are:
- Any text value.
- Searchable and filterable in list views.
- Valid targets for enrichment output (see below).
Use snake_case names for fields you’ll target with enrichment: company_size, industry, funding_stage.
Search, filter, import, export
| Action | How |
|---|
| Search | Full-text across email, name, company, phone, title, notes, and all custom fields. |
| Filter | Multi-condition panel. Operators: equals, not equals, contains, starts with, is empty, is not empty, greater than, less than. Combine for precise segments (ICP Score > 70 AND Company contains "Tech"). |
| Import | Bulk-upload via CSV using the import icon next to Add Lead. |
| Export | Download the lead list as CSV. |
| Bulk actions | Select multiple leads with checkboxes to delete, update status, or send group emails. |
Lead enrichment
Emma can research leads and fill in missing fields automatically. Common uses:
- Fill company size, industry, or funding stage on imported leads.
- Score leads against your ICP before outreach.
- Add context Emma uses later to personalize email drafts.
Trigger enrichment
Ask Emma in Agent Mode. Examples:
- “Enrich my leads in [List Name] with company size and industry.”
- “Find the LinkedIn URL for each lead in my Outbound Q2 list.”
- “Score each lead against my ICP and add the result to a field called
icp_match.”
Emma’s flow:
Preview
Emma shows a preview using 2 sample leads with the proposed enrichment output.
Confirm
You confirm before the full batch runs.
Execute
Emma processes leads in parallel and updates custom fields in real time.
Data sources
Combinable per enrichment job:
| Source | What it pulls from |
|---|
web_search | General web search for company and contact information. |
linkedin | LinkedIn profile lookups. |
existing_data | Inference from fields already on the lead record. |
Output fields
- Define the field names you want Emma to write to. Use snake_case (
company_size, industry, funding_stage).
- Fields are created automatically if they don’t already exist.
- By default, Emma skips leads that already have the target field populated. To re-enrich, tell her to force overwrite.
Best practices
- Always preview before executing. The 2-lead sample shows quality before the batch runs.
- Use specific output field names. Vague names like
info make filtering harder later.
- Combine enrichment with filters — enrich only leads matching a condition like
Company is not empty.
- After enrichment, use
ICP Score and Is ICP to prioritize outreach.
Quality notes
- Enrichment depends on public data availability. Leads with only a name and no company often return limited results.
- LinkedIn enrichment works best when a LinkedIn URL is already on the record.
- Large batches (500+ leads) can take several minutes. Emma confirms when the job is done.
Next steps
