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Get started with Leama

Create a target profile, follow an eligible starter batch or start a manual run, and review delivered records.

When to use this

Use this path for the shortest route from a new workspace to a reviewable prospect record.

Requirements and availability

  • A signed-in Leama account.
  • A clear description of the companies and buyers you want.
  • Enough available credits for the requested run and its research budget.

How to do it

  1. Open Profiles.
  2. Select New profile, then choose Start with a domain or Start manually.
  3. Complete the required targeting fields and select Save profile.
  4. Open Agent.
  5. Check Agent for an automatic starter batch. If one is shown, follow its progress in Runs and review saved prospects in Leama. ClickUp delivery is optional; do not start a second run.
  6. If no starter batch is active, choose the profile and select Run agent or Run now when available.
  7. Follow progress on Agent or Runs, then review saved records on Prospects.

Fields and controls

Controls in Leama
ControlWhat it does
New profileOpens profile setup.
Start with a domainDrafts editable fields from a public company website.
Start manuallyOpens a blank profile.
Run agent / Run nowRequests a manual run when available; an active starter batch can temporarily lock this action.

What happens next

A saved profile becomes available to the Agent. Eligible starter accounts can receive an automatic batch of up to 200 stored prospects; Agent shows the actual schedule. ClickUp delivery is optional. Other Free accounts use 50 monthly credits for manual runs. Runs shows progress and Prospects shows saved records.

States you may see

Customer-visible states
StateMeaning
Setup requiredA required profile or delivery step is incomplete.
Run queuedThe request was accepted and is waiting to start.
RunningLeama is sourcing, researching, and qualifying candidates.
Completed / PartialA run outcome showing that the stored count met or fell below its target; check Prospects for individual records.

Credits and usage

Effort allows up to 1, 2, 3, or 4 credits per delivered prospect. Requiring Phone number adds 1 credit per delivered prospect. Unused reserved credits are released when the run ends.

Common problems

Problems and next steps
ProblemWhat to check
The run does not startCheck the status message, profile completeness, and available credits.
Fewer prospects arrive than requestedReview requirements, exclusions, geography, and the run event log.
A page could not loadUse Try again; a read failure does not prove the previous action succeeded.