My Leads

Describe your ideal customer, or paste a list of companies, and the assistant researches each one from the public web - producing a deep, verified profile and a fit score for how well it matches you. Every lead is saved with an owner, tags, notes and a status history, so your team can work it, hand it to your CRM or Outreach, export it, add it to a knowledge base, and chat over it.

Overview

Open My Leads in the sidebar. Its five pages are tabs under its name:

Leads - every lead, ranked by fit score, with its owner, tags, status and where it came from. Filter by status, owner, tags, source, industry, region and minimum fit.
Find leads - describe your ideal customer (industries, size, revenue, location, tech, keywords) and/or paste specific companies, and choose how many to research. This is the one action in My Leads that spends AI credits.
Reports - free-text research briefs saved as documents, with their sources.
Settings - your own company profile and default ideal customer, used to judge fit and draft outreach. A connected AI assistant reads the same profile before it researches for you.
Developer - API keys for adding and working leads from your own systems.

Every fact is checked against the company's own website. Only verified contact channels are safe for outreach.

Every lead shows a badge saying where it came from: Researched by SoftSolz for a Find leads run, Added by Claude (or whichever assistant you connected) for a lead a connected AI assistant saved, Added via API for one sent with an API key, Added by AI Assistant for one the built-in AI Assistant added, and Manual for one a member typed in with the Add lead button.

Find leads

My Leads → Find leads, then pick Deep search (filters, or a list of companies) or Free text (describe what you want in a sentence, or ask a research question for a report).
Company attributes - industries to include or exclude, annual revenue, employees, funding, company types and description keywords. Every field is optional.
Location - countries, states or provinces, and cities to include or exclude.
Or search specific companies - paste names or domains (one per line; bare domains like acme.com work). When filled, the engine researches exactly those and skips discovery.
Products, technographics & focus - what they offer, technologies they use, the tool you want them to switch from, and a free-text ideal-customer description.
How many companies to research (1 to 50) and, if you want, Deep verification (more thorough, more credits). Then press Run search. Companies appear in Leads as each one is researched.

You need the AI research permission to press Run search, because every run spends AI credits. Owners, admins and managers have it. Members without it can still see and work every lead. While a run is queued or running, a progress panel sits above the Leads list with a Cancel button: a queued run stops at once, a running run stops after the company it is on, and the leads it already saved stay.

The Leads list

My Leads → Leads lists every lead ranked by fit, with its industry, owner, tags, the source badge, a fit-score bar and an inline status you can change from the row. Search by name, domain or industry. Filter by status, owner (including "Unassigned"), tags, source, industry, region or minimum fit; sort by fit score, lead score, most recent, recently updated or name.

Add lead - type in a company you already know: name, website, industry, city, contact email and phone, fit score, tags and what they do. No AI credits are used. If a lead with the same website or contact email already exists, you are offered Merge into existing instead of a duplicate.
Export CSV - downloads exactly the leads your current filters show, one row per lead with contact email and phone, scores, status, owner, tags and source. It needs the export permission.
Row actions - Assign to me, Convert, Send to KB and Delete on every row. Select several rows to send them to a knowledge base or delete them together.

Leads sent in a batch through the API, or by a connected assistant, are merged with what you already have on website or contact email, so sending the same list twice never doubles it.

Company detail

Click any company for its full profile: contact channels (each marked verified or unverified), social profiles (marked "on official site" when linked from the company's own website), AI sales insights (angle, demo focus, deal size, objections, a drafted first outreach message you can copy), the fit-score breakdown, a data-quality audit, and sections for company size, technology stack, financial indicators, website intelligence, registry, activity, hiring, reviews, and sources. The header shows the source badge, the status, the owner and the tags, and three tabs sit underneath: Overview for the research, Notes and History.

Verified vs unverified

My Leads fetches the company's own website and checks every collected detail against it. A phone or email the site publishes is verified (green); an email on the company's own domain is a domain match; anything it can't confirm is unverified and flagged "do not use for outreach". Social links are only trusted when the official site links to them. This means you can act on the green channels with confidence and quarantine the rest.

Owners, tags and notes

Every lead can belong to one member of the workspace. Pick the owner from the lead's header, or use Assign to me on a row in the table. The new owner gets an in-app notification and an email, so a lead handed over is never missed. Filter the table by owner, or by "unassigned", to see what still needs a home.

Tags are short labels for segmenting your list: a region, a campaign, a quarter, a product line. Type them in the lead's header, and filter the table by any tag or by several at once. Tags are kept lower case and never duplicated.

Notes live on the lead's Notes tab: call summaries, the reasoning behind a score, what to say next time. Each note shows who wrote it and when, and a note written by a connected AI assistant shows the assistant's name.

Scores can be changed too. Fit score is how well the company matches your ideal customer; lead score is how ready they are to buy. Adjust either from the lead when you know something the research did not.

Status history

Move a lead through New, Not called, Called, Contacted, Follow-up, Qualified, Won and Lost from the table or from the lead's header. When you change the status from the header you can add a short reason, such as "Left a voicemail" or "Wants a demo in October".

The History tab keeps every change: the previous and new status, who made it, when, the reason given, and whether it came from a member, a connected AI assistant or an API key. The first entry is when the lead was added. Moving a lead to Called, Contacted or Follow-up also records the date it was last contacted, and moving one to Won notifies its owner.

Convert to CRM and hand off to Outreach

When a lead is worth working properly, hand it on without retyping anything. Both actions need the Hand-off permission, which owners, admins and managers have.

Convert to CRM creates a company and a contact from the research, using the verified contact details, and links them back to the lead. If a matching company or contact already exists in your CRM it is reused, so converting the same lead twice never makes a duplicate. Switch on Also open a deal to open one on a sales board and stage of your choice; that part needs the Sales Pipelines service and the permission to create deals in it.
Send to Outreach puts the lead's email and phone into an Outreach contact book, existing or new, so a campaign can reach them. It needs the Outreach service installed and a lead with at least one contact channel; a phone number must carry its country code.

A converted lead shows In CRM on its row and Open in CRM on its page. Deleting the lead afterwards leaves the CRM records and the contact book entry in place.

Let a connected AI assistant research for you

If you already pay for Claude, ChatGPT, Gemini or another AI assistant, you can connect it to My Leads and let it do the research instead of SoftSolz. The assistant reads your ideal-customer profile from Settings as a plain-language brief, researches companies with its own model and its own web search, and saves what it found as leads: contacts, fit and lead scores, sales insights, technology, activity and the sources it read. SoftSolz keeps doing the rest: it merges each lead with any you already have, tracks status, owner and history, and hands leads to your CRM or Outreach when you ask.

It never uses your SoftSolz AI credits. The assistant researches with its own model and its own credits. Nothing it adds or changes through the connection draws on your plan's AI allowance. Only Find leads in the dashboard uses your credits.

A connected assistant can:

Research a list or a brief - "Research ten independent bakeries in Manchester that fit our profile and add them to My Leads".
Refresh a lead you already have - it merges the new research into the existing lead rather than creating a second one.
Work leads with you - change status with a reason, add tags and notes, assign an owner, and adjust scores.
Hand off and export - convert a lead to the CRM, send it to an Outreach contact book, or export a filtered list as CSV, when it holds those permissions.

Every lead the assistant adds carries an Added by badge with the assistant's name, and every status change and note it makes is recorded against it in the History and Notes tabs, so nobody mistakes its research for a SoftSolz run. It cannot press Find leads: starting a SoftSolz research run stays a decision a member makes in the dashboard.

How to connect

Open Developers in SoftSolz and copy the address from the Connected AI apps card.
Add it to your assistant as a connector, sign in, pick the workspace and tick the My Leads permissions you want it to hold. Read leads lets it look; Add leads and Update leads let it research and work the list; Hand off leads lets it convert. Your Sandbox workspace is a safe place to try it first.
Ask in plain words: "Read our ideal-customer brief and research five outdoor retailers in Sheffield", "Mark Harbour Lane Bakery as contacted, they want a demo next week", "Convert Harbour Lane Bakery to the CRM and open a deal."

The full walkthrough, including how to disconnect, is in Connect an AI assistant. A developer on your team can do the same from your own systems with an API key; the details are on the developer site.

Settings (your ICP)

My Leads → Settings is where you describe your own company: what you offer, your ideal customer, your target industries, and the tools your prospects use today (your switching targets). The assistant uses this to score fit and tailor outreach for every search. You can override any of it per search in Find leads. A connected AI assistant reads the same profile before it researches, so keep it accurate.

Add to a knowledge base

Any result can be pushed into the Knowledge Hub so you can chat over it and search it. Open a lead (or a research report) and choose Send to Knowledge Base, then pick a knowledge base. The result is embedded and becomes answerable in chat shortly after. A lead that has already been added shows an "In KB" badge, so you never embed it twice. Sending needs the permission to add documents to the Knowledge Hub.

Add a website (in the Knowledge Hub)

You don't have to open My Leads to research a site into your knowledge base. Inside the Knowledge Hub, open a knowledge base and choose Add URL. Paste one or more website addresses (one per line) and the same research engine reads each site and adds a clean document to that knowledge base. Those results are also saved in My Leads, so you can re-use them later. This research uses AI credits, like Find leads.

Credits

Only Find leads (and Add URL in the Knowledge Hub) uses AI credits. Each run draws from your plan's AI credits (the same pool the rest of the AI features use), more with deep verification, and it needs the AI research permission, which a workspace admin grants per role in Members & access. If you run out for the billing cycle, research pauses until the cycle resets or you upgrade. You can see usage on the Manage subscriptions page.

Everything else is free of SoftSolz credits: adding a lead by hand, leads saved by a connected AI assistant or through the API, and all of the working, converting and exporting. On the free plan a workspace can hold up to 100 leads instead; you are told when you reach it.

Test it step by step

Steps 1 to 8 prove My Leads works without spending any AI credits. Step 9 is the one that does.

Get ready. Open Marketplace and install My Leads if it is not in your sidebar. You need a role that can view and add leads; owners, admins and managers also hold AI research and Hand-off. To try things safely, switch to your sandbox first with the Sandbox switch in the workspace menu. Sandbox leads are kept apart from your live ones.
Describe your company. Open My Leads → Settings, fill in your company name, website and ideal customer, and save.
Add a lead by hand. Open My Leads → Leads, press Add lead, and enter a company you know with its website and a contact email. Success: it appears in the list with the Manual badge and the status New.
Check duplicates. Press Add lead again with the same website. Instead of a second lead you are offered Merge into existing.
Work the lead. Open it. In the header, pick yourself as the owner, add the tag test, and change the status to Contacted with a short reason. Add a note on the Notes tab. Success: the History tab shows the status change with your name and reason, and the list can be filtered by the test tag and by you as owner.
Export. Back on Leads, filter by the test tag and press Export CSV. The file has one row, with the tag, status and owner.
Hand it off. On the lead, press Convert to CRM, then Convert. Success: the button changes to Open in CRM, and the company and contact appear under Companies and Contacts. If Outreach is installed, Send to Outreach adds the lead to a contact book of your choice.
Clean up. Delete the test lead from its row. The CRM records stay.
Run a real search (uses AI credits). When you are happy to spend a few credits, open Find leads → Deep search, paste one company domain under Search specific companies, set the number to 1 and press Run search. A progress panel appears above the list, and the company arrives with the Researched by SoftSolz badge, a fit score and its contact channels marked verified or unverified.
For developers. In the sandbox, open My Leads → Developer, press New API key, tick Add leads and press Create key. Copy the key (it starts with sk_test_ and is shown once), then add a lead:
```
curl -X POST https://app.softsolz.uk/api/v1/services/my-leads/leads \
  -H "Authorization: Bearer sk_test_your_key" \
  -H "Content-Type: application/json" \
  -d '{"name":"Harbour Lane Bakery","website":"harbourlane.example","city":"Manchester","tags":["test"]}'
```
A 201 reply means it worked, and the lead shows in your sandbox list with the Added via API badge. Every endpoint is in the API Reference and the My Leads developer guide.

If something goes wrong

What you see	What it means
My Leads is not installed. Install it from the Marketplace. (`service_not_installed`)	Install it in this workspace. The sandbox and live workspace each need it.
A lead for this company already exists. (`duplicate_lead`)	A lead with the same website, contact email or your own id is already there. In the dashboard choose Merge into existing; over the API, update the existing lead or use the bulk endpoint, which merges.
You have reached your free plan limit of 100 leads for My Leads. (`free_plan_limit_reached`)	The free plan holds 100 leads. Delete some, or choose a paid plan on Manage subscriptions.
No Find leads button, or `quota_exceeded` when you run a search	Your role does not hold AI research, or your plan's AI credits are used up for this billing period. Adding and working leads still works.

Common changes & risks

Deleting a lead - permanently removes it with its notes and history. Anything you already added to a knowledge base, and any company, contact or deal you converted it into, stays where it is.
Deleting a report - permanently removes the report and its saved research. Anything you already added to a knowledge base stays there.
Re-running the same targets - starts a fresh run; it does not overwrite earlier results. A connected AI assistant re-researching a company, on the other hand, merges into the lead you already have.
Cancelling a run - stops it after the company it is on. The leads already saved stay, and the credits already spent are not returned.
Facts and links - the assistant only reports what it actually read and cites its sources, but always sanity-check contact details before you act on them. That applies just as much to a lead an external assistant researched.