Documentation Index
Fetch the complete documentation index at: https://plera.co/docs/llms.txt
Use this file to discover all available pages before exploring further.
What is a Lead?
A Lead is a prospect available to your workspace and, when assigned, to a Run. Leads can come from discovery searches, imports, manual sources, or clues.Lead pipeline stages
Every lead moves through a series of stages:| Stage | What’s happened |
|---|---|
| Discovered | LinkedIn profile found matching your target criteria |
| Profile enriched | Full LinkedIn data fetched: headline, experience, company, recent posts |
| Email enriched | Verified email address found and confirmed |
| Message generated | AI has written personalized outreach messages for this lead |
| Outreach active | Lead is moving through your send sequence |
| Replied | Prospect has responded; no further automated steps will be sent |
| Completed | Finished all sequence steps without a reply |
How discovery works
Use Leads -> Search to describe the people or companies you want to reach. Plera previews matching results first. When the preview looks right, start a saved discovery search and choose how many results to collect. A saved search runs in the background and becomes a source group that can later feed a sequence once leads are enriched.
Enrichment
After discovery, enrich the leads you plan to use: Profile enrichment collects:- Full name, headline, and current role
- Company name, size, and industry
- Recent LinkedIn activity (posts, articles)
- Work history and skills
- A verified email address for the prospect
Not every lead will have a verified email. For those without one, the sequence will skip email steps and continue with LinkedIn steps if available.
AI message generation
Once a lead has been enriched and added to a sequence, Plera generates personalized messages using the lead data and the sequence strategy profile. The AI looks for genuine personalization hooks, such as a recent post, a career move, or a company milestone, and ties them to the selected offer, proof, tone, and call to action. You review generated messages in the Messaging Lab before launch.