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How it works

Six steps from sign-up to your first replies

The same order the setup wizard follows after you sign up. Each step can be skipped and finished later from the dashboard checklist.
  1. Step 1: Create a workspace

    A workspace holds your mailboxes, leads, campaigns and team. Invite teammates as owners, admins, editors or viewers.

    • Every workspace's data is isolated from every other workspace's.
    • Turn on two-factor authentication for your account.
  2. Step 2: Describe your company

    Analyze your website or paste a description. The company profile captures what you do, what you offer, who buys it and your proof.

    • Edit any field; your edits stay.
    • Extract writing rules from an article you like into a playbook.
  3. Step 3: Define who you sell to

    Turn the profile into an ideal customer profile: titles, seniorities, departments, company sizes, industries, locations and keywords.

    • Criteria become search filters for the lead finder.
    • Qualification later checks each lead against your criteria.
  4. Step 4: Connect your mailboxes

    Connect Microsoft 365 with OAuth or any provider over SMTP/IMAP, then check SPF, DKIM, DMARC and MX for each sending domain.

    • Set daily limits, ramp-up, signatures and reply-to per account.
    • Add a custom tracking domain for opens and clicks.
  5. Step 5: Build a list and let the pipeline work

    Find leads from the ICP or import a CSV, verify them, research and qualify them, and write a personalized sequence for each.

    • Unsure qualifications and failed checks go to the review queue.
    • Approve sequences one by one or in bulk.
  6. Step 6: Launch, reply, measure

    Enroll the list in a campaign, launch it, and handle replies in the Unibox while analytics show what each step and variant does.

    • Replies stop the sequence for that lead.
    • Bounces and unsubscribes are suppressed automatically.

Set up your first campaign this week

Start with a free trial — no card required. Every setup step can be skipped and finished later.