Start AI Lead Search

Plan AI-assisted lead discovery workflows before saving prospects into BOS. Upcoming versions will support search, scraping, review, enrichment, approval, and funnel creation.

Lead Discovery Path

1. Search Request

Describe the leads, audience, location, and goal.

2. Approval

Review scope, source, estimated cost, and record impact.

3. Discovery Queue

Review and approve suggested prospects before saving.

4. Funnel

Move approved leads into campaigns, call lists, and follow-ups.

Search Modes

Audience Search

Find leads by audience, organization type, industry, location, ministry focus, business niche, or campaign goal.

Website Research

Review public websites for contact information, decision makers, service fit, and outreach opportunities.

Funnel Match

Group discovered prospects into funnel ideas, campaign segments, call lists, and recommended next steps.

Approval Flow

1. Draft Request

User describes the leads they want BOS to find, including audience, location, goal, and preferred source.

2. Estimate Scope

BOS shows estimated work, possible cost, data sources, and what records may be created.

3. User Approves

Paid search, scraping, enrichment, and bulk actions should wait for explicit user approval.

4. Review Results

Suggested leads go to the discovery queue before becoming real leads, contacts, organizations, or funnels.

Discovery Data Model

Discovery Request

Stores the user prompt, audience, location, goal, provider, cost estimate, and approval state.

Discovery Result

Stores each found prospect before it becomes a real lead, contact, or organization.

Approval Status

Tracks whether results are pending, approved, rejected, enriched, saved, or added to a funnel.

Funnel Suggestion

Connects approved prospects to campaign ideas, templates, pipeline stages, and next steps.

Search Request Draft