Skip to content
Leadbase

Use the assistant

Turn a request into researched contacts, updated Sheets and answers you can check.

  1. Open the Sheet you want to work on and use its floating assistant composer, or open a new chat.
  2. Describe the intended result, target rows and columns, and any research budget. The plus button attaches files or additional Sheets you can access.
  3. Inspect the resulting cells alongside the conversation. In a chat with Sheet tabs, the active Sheet supplies context automatically; opening a tab does not grant extra permissions.
  4. Remove explicit attachments using their badges when they should no longer be included. Switching the active Sheet changes the automatic Sheet context.

Work alongside a Sheet

The floating composer can be moved, resized, minimized or expanded. Opening a Sheet alone does not create an empty chat. A saved chat restores its Sheet tabs; closing a tab does not delete its Sheet. You can close the right pane or maximize a Sheet while continuing the conversation.

Give one focused instruction, such as “Research the official careers URL for these five rows into the Careers URL column; leave unknown results empty.” Check the selected Sheet, row scope and output type before starting.

The assistant works within your workspace and Sheet permissions and your account’s credit controls. It can carry out your request directly, so name the rows and changes you want. See Actions and access for stopping work and reviewing changes.

Review the outcome

Review the researched cells, source links and completed actions alongside the conversation. Activity shows progress for each job and its billing status, so you can check the whole request in one place. Use Activity for research execution and costs, Sheet history for committed changes, and chat history to reopen the conversation.

For file imports, use Import CSV and Excel data. For repeatable cell research, see Enrichment.