Help & Documentation

Overview

This cold email platform helps you find leads, enrich them with contact information, and send personalized email sequences automatically.

Quick Start Guide

Key Concepts

How Email Sending Works

Emails don't send immediately. Instead, they follow a scheduled process:

1. Leads get enrolled in a sequence (manually or via auto-enroll)
2. Scheduler runs every few minutes to check what's due
3. Emails send during campaign hours (e.g., Mon-Fri 9am-5pm)
4. Wait steps pause between emails (e.g., wait 3 days)

Data Flow

Scraper (Google Maps) → Leads Table → Pipeline (Enrichment) → Sequences → Email Sends
                            ↓
                    Scraped Data: name, address, phone, website
                            ↓
                    Enriched Data: email, contact name, personalization
                    

Campaigns

Campaigns organize your outreach by target market. Each campaign has its own leads, sequences, and sending schedule.

Campaign Statuses

• Draft - Not sending, still setting up
• Active - Sending emails during scheduled hours
• Paused - Temporarily stopped
• Completed - All sequences finished

Campaign Settings

• Send Days: Which days emails can be sent
• Send Hours: Time window for sending (in your timezone)
• Daily Limit: Max emails per day for this campaign
• Sender Strategy: Round-robin or random account selection

Leads

Leads are businesses you're reaching out to. They can come from scraping, CSV import, or manual entry.

Lead Statuses

• New - Just added, not contacted
• Contacted - Email sent
• Replied - They responded
• Bounced - Email bounced
• Unsubscribed - Opted out

Data Sources

Each lead tracks where its data came from:

• Scraped Data: Original info from Google Maps (stored with timestamp)
• Enriched Data: Info found by AI/pipeline (email, contact name, etc.)
• Manual Edits: Changes made through verification

Lead Scraper

The scraper finds businesses on Google Maps based on your search query and location.

Scraper Options

• Search Query: What to search (e.g., "plumber", "dog trainer")
• Location: City and state (e.g., "Austin, TX")
• Max Results: How many businesses to find (10-100)
• Auto-Enrich: Automatically run AI enrichment on found leads
• Auto-Enroll: Automatically add to campaign sequence

What Gets Scraped

From Google Maps, we get:

• Business Name
• Address (street, city, state, zip)
• Phone Number
• Website URL
• Google Rating & Review Count

Enrichment Pipeline

The pipeline is a configurable sequence of stages that find missing contact information for your leads.

Default Stages

Configuring Stages

In the Pipeline tab, you can:

• Enable/Disable: Toggle stages on or off
• Reorder: Change priority order
• Edit Conditions: Set when stages run (always, if field empty, etc.)
• Customize Queries: Modify search queries with variables
• View Stats: See success rates and timing for each stage

Email Sequences

Sequences are automated email series. Each sequence has multiple steps (emails and waits).

Step Types

• Email: Send an email with subject and body
• Wait: Pause for X days before next step

AI Generate

Click "AI Generate" in the sequence builder to automatically create a multi-step sequence based on your campaign's niche and goals.

A/B Testing

Test different subject lines or email bodies to see which performs better.

How It Works

1. Enable A/B Testing on an email step
2. Enter your Variant B subject/body
3. Choose winner criteria (opens, clicks, or replies)
4. System splits traffic 50/50
5. After enough data, winner is automatically selected

Personas

Personas define the voice and style for your emails. Create different personas for different types of outreach.

Persona Settings

• Tone: Professional, Friendly, Casual, Formal
• Writing Style: Custom instructions for AI
• Company Name: Your company for this persona
• Role/Title: Who the email is from
• Value Proposition: What you offer

Image Templates

Create personalized images (like whiteboard messages) that get dynamically generated for each lead.

Image Types

• Whiteboard: Handwritten-style message with lead's name
• Custom: Your own template with variable placeholders

Email Accounts

Configure email accounts for sending. You can use multiple accounts for better deliverability.

Required Settings

• SMTP Host: Your email provider's SMTP server
• SMTP Port: Usually 587 (TLS) or 465 (SSL)
• Username: Usually your email address
• Password: App password (not your regular password)

Account Stats

Track each account's performance:

• Total Sent, Opens, Clicks, Replies, Bounces
• Open Rate, Click Rate, Reply Rate, Bounce Rate
• Health Score (based on bounce rate)

Email Warmup

New email accounts need to be warmed up gradually to build reputation.

14-Day Warmup Schedule

The system automatically increases daily sending limits:

• Days 1-3: 10 emails/day
• Days 4-7: 25 emails/day
• Days 8-10: 50 emails/day
• Days 11-14: 100 emails/day
• After warmup: Full daily limit

Inbox Monitoring

For Google Workspace (and other providers without webhooks), the system can poll your inbox for bounces and replies.

Setup (Google Workspace)

1. Go to myaccount.google.com/apppasswords
2. Create an App Password for "Mail"
3. In Email Accounts, enter IMAP settings:
   • Host: imap.gmail.com
   • Port: 993
   • Password: Your app password

Deliverability Tips

• Use custom domains (not @gmail.com)
• Set up SPF, DKIM, and DMARC records
• Warm up new accounts gradually
• Keep bounce rate under 2%
• Personalize emails to avoid spam filters
• Don't send too many emails per day (50-100 per account)
• Use multiple sending accounts

Template Variables

Use these variables in your email subjects and bodies for personalization.

Lead Information

Location

AI Personalization

System

Settings

Tracking & Logging

• Activity Logs: Track user activity
• Audit Trail: Detailed change history
• Email Tracking: Track opens and clicks

AI Settings

• AI Model: Choose Claude, GPT-4, Gemini, or Llama
• AI Enrichment: Enable/disable AI data enrichment
• Find Missing Data: Use AI to search for missing info

Scraper Settings

• Proxy Servers: Add multiple proxies (one per line) for rotation
• Concurrent Scrapes: Run 1-5 scrapes in parallel
• Enrichment Concurrency: How many leads to enrich at once

Frequently Asked Questions