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Platform Overview

Updated today

An AI-powered B2B lead generation and outreach platform that helps businesses find, engage, and convert prospects through smart automation. Itโ€™s built to streamline email campaigns, manage leads, optimize inboxes, and scale revenue, without needing a large team.

This documentation provides an overview of platform key features, explaining their functions and how they help optimize your outreach efforts:

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Dashboard

This Dashboard acts as a virtual sales assistant, automating repetitive tasks like lead qualification, responding to inquiries, and updating CRM systems. It allows businesses to scale outreach efforts through personalized, real-time engagement.

Functions

Description

Reference

Dashboard Overview

A Centralized dashboard for conversations, reply signals, and agent performance.

AI Agent Conversations

Real-time inbox where AI replies, asks questions, and handles objections.

Interest Signals

AI visual labels (Hot, Warm, Cold) to prioritize prospects based on engagement.

View Calendar

Syncs with your meetings calendar to show scheduled calls from email replies.

Lead Management

With this platform, you can effectively manage high-intent leads using AI-powered tools, including advanced filters, persona profiles, and enrichment features to qualify leads based on multiple factors.

Functions

Description

Reference

Lead Finder

Lead search tool to find B2B leads using industry, role, size, location, and more.

Refining Your Search

Combine filters, exclude competitors, and create dynamic segments for more targeted outreach.

Define a Strong Persona

Build Ideal Customer Profile (ICP) templates and apply them to campaigns for precise targeting.

Manage Leads

View, edit, and tag leads based on engagement, source, or priority.

Email Campaigns

It enables you to create, manage, and optimize email campaigns that generate high-quality leads and conversions. With its powerful tools, you can track and improve outreach effectiveness.

Functions

Description

Reference

Create Campaigns

Drag-and-drop builder for multi-step sequences. Includes testing tools and preview modes.

Cold Email Prompt Library

Templates for different use-cases (intro, follow-up, objection handling, etc.).

Cold Email Copy Best Practices

Tips on subject lines, personalization, CTA framing, and readability.

Common Campaign Mistakes

Identifies common issues like spam triggers, list management problems, and how to fix low reply rates.

Manage Campaigns

Overview of active, paused, and completed campaigns, including KPIs and performance metrics.

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Email Inbox & Replies

It offers a centralized email response and automates follow-ups, ensuring that every lead is responded to promptly. This helps streamline communication, preventing lost opportunities.

Functions

Description

Reference

Email Inbox

All replies from leads across all campaigns. Filter by interested, out-of-office, or objection.

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Manage Inbox

Assign replies to teammates, tag interested leads, or snooze conversations.

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AI Email Replies

Let AI respond instantly with the trained copy. Edit or approve replies as needed.

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Contact & Lead Lists

Organizing and segmenting leads is essential for targeted outreach. It manages, categorizes, and maintains high-quality lead lists, allowing you to reach the right prospects with precision.

Functions

Description

Reference

Add New List

Upload CSVs or manually create segmented lists. Add labels and metadata for better organization.

Manage List

Edit, delete, or merge lead lists to keep them organized and easy to navigate.

Add Manual Lead

Add leads individually during research or based on call feedback.

Add to Campaign

Push selected leads or lists to live or draft campaigns for targeted outreach.

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How to Organize a Leads List

Best practices for tagging, naming conventions, and lifecycle segmentation.

Email Accounts & Deliverability

Maintaining a strong sender reputation is essential for effective outreach. It offers tools to ensure your emails are delivered successfully and your sending account remains healthy.

Functions

Description

Reference

Add Email Account

Connect Gmail, Outlook, Google Workspace, or custom SMTPs for email outreach.

Ramp-Up Schedule

Automate gradual increases in email volume to ensure proper warming and prevent deliverability issues.

Email Account Best Practices

Ensure high deliverability with proper DNS records, sending limits, and warm-ups.

Reconnect Disconnected Mailboxes

Quickly fix expired tokens or broken connections to maintain uninterrupted outreach.

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Integrations & Webhooks

Integrating with your existing tech stack allows for seamless data flow and workflow automation. The platform supports a variety of integrations and webhooks to optimize lead management and outreach processes.

Functions

Description

Reference

Available Integrations

Integrate with Zapier, CRMs, webhooks, and Slack alerts for automated workflows.

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Webhooks

Configure outbound payloads to update CRMs or third-party tools with new leads or replies.

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Custom Domain Setup

Use branded domains for better email deliverability and improved trust.

Analytics & Reporting

Tracking the success of your campaigns is essential to improving performance. It provides detailed analytics and reporting tools that help you measure and optimize engagement.

Functions

Description

Reference

Analytics Overview

Track open rates, replies, bounce rates, interest signals, and calendar bookings.

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Lead Engagement Data

Heatmaps and trends of lead interactions over time.

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Workspace & Team Management

Managing teams and organizing your workspace is crucial for maximizing efficiency. It manages users, sets permissions, and streamlines billing, allowing your team to work together effortlessly.

Functions

Description

Reference

Switch Workspace

Toggle between clients or business units.

Account Details

Update profile, company info, and preferences.

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Team Access

Add teammates, set permissions, or revoke access.

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Billing & Plans

Change plans, download invoices, and manage payments.

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