Leama Help Center

How to set up a profile, run the prospecting agent, review what it finds, and deliver it where your team works.

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Create your first target profile Build the brief Leama uses to source and qualify companies and contacts. Describe your ideal customer Write a target persona, market, niche, offer, size, signals, and exclusions that can be reviewed before a run. Start, stop, and monitor a run Request a manual run, follow its live state, and understand what stopping preserves. Understand qualification results Read the score, match reason, evidence, and hard requirements behind a delivered prospect. Review prospects Inspect companies, contacts, fit evidence, delivery state, and the suggested first angle. Export prospects to CSV Download the current loaded page or the exact selected records without changing delivery state. Connect an integration Search the customer integration catalog, start an available connection, and verify its account status. Choose Effort and understand credit use Control the candidate-research budget while keeping the requested delivery target unchanged. Troubleshoot a prospecting run Use the affected run's status and event timeline to fix setup, credit, profile, and low-yield problems.

Getting started

Get started with Leama Create a target profile, start prospecting, and review the first qualified records in your workspace. Sign in and complete onboarding Use your work email or connected sign-in method, then save the first target profile. Understand the Leama workspace Learn what each customer page does and where to find account-level controls.

Profiles & targeting

Create your first target profile Build the brief Leama uses to source and qualify companies and contacts. Draft a profile from your website Use a public company domain to prefill an editable target profile without treating generated text as final. Describe your ideal customer Write a target persona, market, niche, offer, size, signals, and exclusions that can be reviewed before a run. Edit, duplicate, or delete a profile Maintain target profiles without changing records that were already delivered.

Qualification

Understand qualification results Read the score, match reason, evidence, and hard requirements behind a delivered prospect. Choose Effort and understand credit use Control the candidate-research budget while keeping the requested delivery target unchanged. Set Extra requirements and exclusions Use plan-gated pass-or-fail requirements without confusing them with profile guidance.

Prospecting Agent

Set up your Prospecting Agent Choose a saved profile, confirm readiness, and start a manual run from the Agent page. Start, stop, and monitor a run Request a manual run, follow its live state, and understand what stopping preserves. Read Agent analytics Compare delivered prospects, credits, delivery time, success, target hit rate, and delivery rate by profile.

Runs & schedules

Create workers, triggers, and recurring schedules Automate prospecting with manual, scheduled, or trigger-based workers tied to a target profile. Understand run history Filter run history, compare requested and delivered counts, and open the event timeline. Read run statuses and event logs Translate each run status into the next customer action and use the timeline before changing a profile.

Prospects & contact data

Review prospects Inspect companies, contacts, fit evidence, delivery state, and the suggested first angle. Filter, search, and sort prospects Narrow the list by text, profile, Agent worker, run, date, score, and delivery state. Export prospects to CSV Download the current loaded page or the exact selected records without changing delivery state. Review contact data and verification Distinguish company facts, contact fields, qualification reasoning, and data that still needs human confirmation.

Outreach

Create and manage Outreach campaigns Create a campaign, connect its prospect source and sending accounts, then launch only after blockers are resolved. Build sequences and control enrollment Create reviewed email steps, delays, variables, variants, signatures, and safe enrollment rules. Set up sending domains and email accounts Create or connect sending accounts, review inbox health, and keep campaigns within live account capacity. Work from the shared Inbox Filter reply threads, open a conversation, update its status, and send a reviewed reply. Reply to a prospect and manage thread status Respond from the full conversation, attach intended files, and close the thread when follow-up is complete. Read Outreach analytics Use campaign funnel, rate, and per-message metrics without treating them as guaranteed business outcomes.

Integrations & delivery

Connect an integration Search the customer integration catalog, start an available connection, and verify its account status. Connect and sync ClickUp delivery Authorize a ClickUp workspace, choose the template location when needed, and verify sync before running. Deliver prospects to CRMs and signed webhooks Use connected native CRMs or a signed HTTPS endpoint as ordered destinations. Create and manage delivery workflows Route accepted prospects from one target profile to in-app review and ordered connected destinations.

Plans, credits & billing

Compare plans and usage limits Compare Free, Grow, and Scale using the prices, credits, profiles, schedules, and Outreach limits shown in Leama. Buy credits and configure auto top-up Add prospect credits in supported increments and understand volume pricing, reservation, and payment states. Manage billing, cancellation, and refunds Review plan status, payment method, invoices, purchases, add-ons, and period-end cancellation.

Workspace & account settings

Manage account and Settings Review account details, upload a profile photo, replay the tour, sign out, and open billing controls. Manage team, appearance, and referrals Invite workspace members, choose a theme, and use the referral card from Settings.

Troubleshooting

Troubleshoot a prospecting run Use the affected run's status and event timeline to fix setup, credit, profile, and low-yield problems. Troubleshoot delivery and Outreach Trace a missing delivery or send through connection, workflow, endpoint history, blockers, and inbox health. Troubleshoot sign-in and page loading Recover from the wrong sign-in path, an expired handoff, or a customer page that could not load.

Privacy, data & security

Understand data sources and verification Review public company and contact information separately from inferred qualification context. Submit privacy requests and prospect corrections Request access, correction, deletion, restriction, objection, or customer-account deletion through support. Protect your Leama account Secure the account email and sessions, review suspicious activity, and report access concerns safely.