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How to Use AI Leads to Source Contacts in FirstSales

Describe your ideal customer in plain language and let the AI Leads harvester find matching people with work emails, on a recurring schedule, into a list.

  1. What AI Leads does

    AI Leads is FirstSales' AI lead-sourcing tool. You describe your ideal customer in plain language and it finds matching people (with work emails) and drops them straight into a contact list your campaign sends to. It's the fastest way to fill a campaign when you don't already have a list.

    Unlike a one-off scrape, AI Leads runs as a recurring harvester: it keeps topping up your list on a schedule you choose, so an Autopilot campaign never runs dry.

  2. Open the Harvester and pick AI Leads

    Inside a campaign's builder, open the Contact Harvester node ("Find & collect contacts"). It offers four sources: AI Leads, Maps Scraper, File Upload, and Signal. Click AI Leads, then toggle it on to reveal its config.

    Note AI Leads is available on every campaign mode (the Maps Scraper is Autopilot-only), so you can use it in Template and Autopilot campaigns alike.

    Open the Harvester and pick AI Leads
  3. Choose where results are saved

    The first field, Save results to list, is required: pick (or create) the contact list AI Leads should fill. Everything it finds lands in that list, tagged with the source AI Leads so you can always tell AI-sourced contacts from uploads or webhook leads in the Contacts table.

  4. Set volume and frequency

    Under Search Settings:

    • Max results: how many leads to pull, between 10 and 500 (default 100). The label follows your frequency ("per cycle / day / week / month").
    • Frequency: Per cycle, Daily, Weekly, or Monthly. This is a recurring harvester, so it re-runs on this cadence to keep the list fed.

    Match volume to your real sending capacity: pulling 500/day into a campaign three mailboxes can't send is just burning credits.

  5. Use the AI recommendation

    Search Settings shows a recommendation card that suggests a results-per-cycle and frequency based on your setup: number of connected email accounts, daily send capacity, warm-up state, existing pipeline size, and the campaign goal. Click Apply suggestion to take it. It's the safest starting point if you're unsure how much to pull.

  6. Describe your ideal customer

    The heart of the tool is Target Audience (a plain-language description of who you want, up to 250 characters. For example: "YouTube creators in Pune for partnership meetings" or "Heads of Growth at Series A SaaS in the US."

    As you type, FirstSales reads it and auto-configures job titles, seniority, and functional levels) shown as chips in an "Auto-configured from audience" panel. You can accept those or refine them in the filters below.

  7. Refine with People, Company & Location filters

    Three collapsible filter sections let you tighten the search:

    • People: Job Titles, Seniority (Founder, C-Level, VP, Director, Head, Manager, Senior…), and Functional Level (Sales, Marketing, Engineering, Finance, Product…).
    • Company: Industries, Company Size (bands from 1–10 up to 50,000+), and Company Keywords (e.g. "SaaS, remote-first").
    • Location: country, state, and city.

    The tighter and more specific these are, the higher-quality (and more relevant) the leads.

  8. Understand the cost

    The builder shows the cost inline: 1 credit per lead found, plus 0.2 credits per contact for email cleaning. Because it's recurring, credits are consumed each cycle as new leads come in: so your effective spend scales with Max results × how often it runs. Keep an eye on your credit balance if you set an aggressive cadence.

  9. Save and let it run

    Save the campaign. AI Leads starts sourcing into your chosen list and continues on its schedule. New contacts flow through your normal pipeline (cleaning, then the campaign sequence) and appear in Contacts with the AI Leads source. From there they're segmented into the campaign automatically.

Pro tips

  • Be specific in Target Audience

    "Founders" is weak; "Founders of bootstrapped B2B SaaS in the US, 10–50 staff" is strong. The narrower the prompt, the better the auto-configured filters and the leads.

  • Let the recommendation size it

    The recommendation card factors in your mailboxes, warm-up, and send capacity. Applying it stops you from sourcing far more leads than you can actually email: which is wasted credit.

  • Match cadence to capacity

    AI Leads recurs. If your mailboxes send 150/day total, pulling 500/day just piles up unsent contacts and spends credits on leads you won't reach for weeks.

  • Check the auto-configured chips

    The chips derived from your prompt are a draft, not gospel. Glance at the People filters after typing your audience and prune any title or seniority that doesn't fit.

Frequently asked questions

Where is AI Leads?

Inside a campaign's builder, in the Contact Harvester node. It's one of four sources (AI Leads, Maps Scraper, File Upload, Signal). Click it and toggle it on to configure.

How do I tell AI Leads who to find?

Write a plain-language Target Audience (up to 250 chars), e.g. "Heads of Growth at Series A SaaS in the US." FirstSales auto-derives job titles, seniority, and functional levels, which you can refine in the People/Company/Location filters.

How many leads can it pull?

Between 10 and 500 per cycle (default 100), on a Per cycle / Daily / Weekly / Monthly schedule. It's a recurring harvester, so it keeps topping up the list on that cadence.

What does it cost?

The builder states 1 credit per lead found, plus 0.2 credits per contact for email cleaning. Because it recurs, spend scales with your Max results and frequency.

Where do the leads go?

Into the contact list you chose in "Save results to list." They appear in Contacts with the source AI Leads and are segmented into the campaign automatically.

How is AI Leads different from the Maps Scraper?

AI Leads finds people by an ICP description (titles, seniority, industry, size, location) and works on all campaign modes. The Maps Scraper sources local businesses from Google Maps and is Autopilot-only. Different inputs, different use cases.

Can I set my ideal customer once and reuse it?

The Target Audience and filters are configured per campaign's harvester. Set them to match that campaign's ICP; for a different audience, configure AI Leads in that campaign's builder.

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Install with AI

Your coding agent sets up the FirstSales CLI and skills for you.

Prompt for Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.