An agent is a list of steps. This guide lists the steps you can add in the builder's Add a step picker and which ones use credits.
👉 Steps That Use Credits
Agents run free. Only steps marked Uses credits in the picker spend credits, from your team's credit balance.
Find email and phone → 1 credit per email found, 10 per phone found
Deep-research each company or person → 10 credits each. See Deep Research.
Find people who match your ICP, From a saved search, Find people at these companies, Find alternate contacts (same company), Fill in the contact's details → credits for the people they find
Score the accounts → free from signals already recorded; reading an account's page fresh costs 2 credits per account
📌 A test run shows the estimated credits before anything is spent. Contacts per run caps how many people or companies each run pulls, which also caps what it can spend.
👉 All Steps, by Group
Where records come from: From a contact list, From a contact search, From a saved search, From an account list, Find people who match your ICP, Find companies, Find lookalike companies, From my CRM, Start from the triggering contact or account.
Find & enrich: Find people at these companies, Find alternate contacts (same company), Find email and phone, Fill in the contact's details, Fill in the company details, Deep-research each company or person, Classify with AI.
Filter: Keep only if…, Keep only people who fit your ICP, Skip anyone this agent already handled, Skip do-not-contact & undeliverable, Skip people who work there.
Do: Enroll in a sequence, Create a task, Add to a list, Remove from a list, Add to an account list, Update the contact, Move the account to a stage, Add a note to the contact, Stop or pause the sequence, Opt out / do-not-contact, Export to CRM.
Tell me: Email me, Send me a digest, Send a Slack message, Send to a webhook, Get a report.
Flow: Wait a while, Wait for a reply / event, Split by condition, Route by cases, Split: replied vs no reply.
📌 Add Skip anyone this agent already handled so an agent doesn't spend credits on the same people twice.
👉 Tracking Agent Credits
The runs table shows the real Credits used by each run.
Your balance is in More → Settings → Billing → Credit Usage.
If your team runs out, the run stops at the credit step and the card shows Your team is out of credits with Add credits.