Help centre βΊ Customers & sales
Auto lead finder β new leads every few hours
Describe the customers you want; your AI Employee finds matching businesses on a schedule and adds them to your email, WhatsApp and call campaigns within daily limits.
AI Employee β Auto lead finder (or Automate it on Lead Finder). Available on the AI Employee and Agency plans.
1. Who should it find?
Write who you want in plain words, e.g. "Dental and beauty clinics in Dubai Marina and JLT that could use a new website". Under Skip these, add what to leave out (hospitals, big chains, other citiesβ¦). Choose the country.
Click Preview searches: the AI turns your text into 12β20 searches (kind of business + area). The highlighted one runs next. When all are used it plans new ones in other areas. Every business it finds is checked by the AI against your text, and a business is never added twice.
2. Where do new leads go?
Switch on any of the three channels and choose the campaign for each:
- Email campaign β businesses with a public email (Thenexi also reads it from their website) join your email sequence.
- WhatsApp campaign β businesses with a mobile number get your approved template. Tick the WhatsApp rules box: use a template that says who you are and lets people reply STOP, and keep the number low.
- AI call campaign β businesses with a phone number are called by your AI sales caller (calling hours and your do-not-call list apply).
Set New per day for each (up to 300). Each run adds that channel's share of the day, never more than one day of contacts waiting, so the campaigns send at a steady pace. Make sure each campaign's own daily limit is at least as high and that the campaign is running. Tick Also add them to Leads to see them in your Sales CRM with the label "AI found".
3. How often?
Every 4, 6, 8, 12 or 24 hours. Each run uses up to 3 Lead Finder searches from your monthly allowance (shown on the page). When the month's searches are used up it waits for the 1st. Planning and checking businesses use a few AI credits.
Activity
Every run shows the searches it made, how many new businesses matched, and how many went to email, WhatsApp, calls and Leads. Under each run, View in email campaign opens that campaign showing only the people this run added (with All AI found and Everyone to widen it), and View in Leads opens Leads filtered by the label "AI found". In any email campaign, the π€ AI found filter and the small AI tag show who the finder added; Waiting means not emailed yet, In sequence means the first email went out. Run now starts a run straight away. Switch it off any time with the switch at the top.
People who opted out, unsubscribed or are on your do-not-call list are never added.