Docs · Leads

Leads, Inbox, and pipeline.

This is Ciela's pre-sale pipeline layer: the people you are trying to reach, the lists they came from, the campaigns touching them, and the replies that need your attention. It is separate from Clients, which is where closed customers and delivered Library agents live after the sale.

Quick facts

Main surface: /dashboard/leads
Reply surface: /dashboard/inbox
Sourced by: Find Leads, CSV import, and manual lists
Updated by: Mira, Eli, Atlas, Theo, and Ciela
Best for: Outbound contacts before they become paying clients
After the close: Clients and portals

What it is

Think of this layer as the memory for outbound. Find Leads and CSV imports create contact records. Lead lists keep those records organized by niche, source, campaign, or experiment. Mira, Eli, Atlas, and Theo write activity back to the same contacts so Ciela knows who was contacted, who replied, and who should stop receiving follow-up.

Surfaces

Find LeadsThe sourcing surface. Give Ciela a valid Apollo people search and it delivers verified contacts into a new list. Start with Find Leads + Apollo URL.
LeadsThe list and contact surface. Use it for imported CSVs, sourced lead lists, contact cleanup, and picking the people a LinkedIn, email, or omnichannel campaign should touch.
CampaignsThe execution layer. Mira, Eli, and Atlas read from lead lists, create campaign membership, and stop sending when a prospect replies, opts out, or is otherwise no longer safe to touch.
InboxThe handoff layer. Replies from LinkedIn and email surface here so you can take over the human conversation with the context of what the prospect already saw.
ClientsThe post-sale layer. Once a prospect becomes a customer, create them in Clients if you are tracking delivered Library agents, webhooks, and branded client portals.

Walkthrough

Build or import a list

Use Find Leads when you want Ciela to source contacts, or create a new list on Leads and import a CSV when you already have prospects.

Enroll the list into a campaign

Pick the channel that matches your data: Mira when the list has LinkedIn URLs, Eli when it has verified work emails, Atlas when you want multiple channels coordinated in one flow. Add {{demoLink}} when Theo should generate a live demo per prospect.

Watch the inbox for handoff

Ciela is built to stop automation at the first real reply. The Inbox is where the human sale begins, with the prospect, channel, and prior touchpoints in one place.

Move closed customers into Clients

Lead and contact records are for outbound. Closed customers belong in Clients and portals, where you can record deployed Library agents, ingest webhook events, and show ROI back to the client.

Rule of thumb

Use Leads and Inbox for people you are trying to close. Use Clients for businesses that have paid you and need delivery tracking. Keeping that split clean makes the product easier to operate: pipeline on one side, product delivery on the other.

Keep reading

Leads

Find Leads + Apollo URL

How to turn a real Apollo people search into a Ciela-ready lead list.

Agents

Atlas, the omnichannel agent

How Atlas coordinates Mira, Eli, and Theo without double-touching prospects.

Account

Clients and portals

The post-sale operating layer for delivered agents, webhooks, and client-facing ROI.

Need help?

Ciela can walk you through any step. Or write to support@ciela.ai and we'll jump on the connection with you.

Ask Ciela