Docs
Ctrl K
  • Getting Started
  • AI Agent
  • Campaigns
    • Campaigns overview
    • Create a campaign
    • Import and configure leads
    • Email setup & Template design
    • Follow-up sequence builder
    • Schedule delivery
    • Review and launch
    • Manage & track a live campaign
    • Managing draft emails
  • Inbox
  • Meetings
  • Sending Accounts
  • Leads
  • Templates
  • Account & Workspace

Guides

Campaigns

Build, run, and optimize outbound email campaigns from first draft to final report.

Campaigns overview

What the Campaigns workspace is, how the builder flows, and every view you can work in.

Read guide

Create a campaign

Name your campaign and clear the one prerequisite before the builder opens.

Read guide

Import and configure leads

Bring in your audience from a CSV, a saved list, a CRM, or Find People — then map and review it.

Read guide

Email setup & Template design

Write the subject, pick your sender, choose an AI model for personalization, and design the email.

Read guide

Follow-up sequence builder

Design multi-step, behavior-based follow-up flows on a visual canvas — with 10 ready-made presets.

Read guide

Schedule delivery

Send now, schedule for later, or ramp up gradually — plus draft mode, send windows, and daily limits.

Read guide

Review and launch

Run an inbox placement test, catch personalization gaps, and hit Start Campaign with confidence.

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Manage & track a live campaign

Pause, resume, duplicate, or debug a running campaign, and read its live performance at a glance.

Read guide

Managing draft emails

Every draft-mode email across every campaign, in one searchable place — edit, send now, or cancel.

Read guide