What to ask an AI app: find websites and prepare a send

Check what the app may do

In the dashboard, open Account, AI Assist (MCP) and the Apps tab, then press Change access to check the areas. To let an app unlock a lead list and add it to your Send lists, it needs Change on both Find websites and Send lists and imports. To start sending it also needs Sending. If you only want it to look, leave them on View.

Ask it to find businesses

In a chat with contactID turned on, describe the businesses in your own words. Try:

• Find dentists in Austin and add them to my Send lists
• How many plumbers in Ontario do I already have? Show me a list by city, but do not unlock anything yet
• Save a search for dentists in Austin, and build a lead list draft of 50 businesses

Finding businesses and saving a draft cost nothing. Unlocking a lead list uses lead credits, so the app asks you first and tells you exactly what will happen.

Ask it to prepare your message, not send it

Try:

• Show me what my default Agent would write for a dentist, as a preview
• Check my message for mistakes and show me how it looks on one of these websites
• Tell me what would happen if I sent this list, but do not start

Check your Agent, targets and message yourself

Before anything is sent, check three things yourself: the Agent that will send (name, sender, subject and pitch message), the websites that will receive it (your Send lists and Settings, Targeting), and the message itself. Read each one in contactID, not only in the chat.

Start sending only when you choose to

Sending never happens on its own. An AI app sends only when you start sending yourself, or when you say yes to the exact plan it shows you in the chat, for example “Send to 40 websites with the Sales Agent, up to 40 website credits”. Reply yes only if that matches what you checked. If you are not sure, say no or ask it to change the plan.

A run an AI app starts sends at most the number of websites you said yes to, then stops. A run larger than your limit waits for your approval on the AI Assist page, and you get an email.

Keep Chrome open, and watch what happens

Sending and checking websites happen in the contactID extension, so Chrome must be open with the extension signed in to the same account. The side panel does not need to be open. Then open Account, AI Assist (MCP), Overview: waiting for you shows requests that need your approval, and Today, what AI apps may use shows credits used against your limits.

To stop at any time, use the switch at the top of that page, which pauses every AI app and the runs they started.