Documentation
Setup guides for every part of the platform, written from the product itself.
Sending accounts, warm-up, authentication checks, placement and suppression.
Cold email mailboxes and sending accounts
Add and manage the mailboxes that send your cold email, with the per-inbox daily limits that keep them healthy.
In the app: /accounts
Email warmup
How email warmup ramps a new mailbox, how long it takes, and what the numbers on screen mean.
In the app: /accounts
Cold email deliverability
Domain authentication checks, inbox placement tests and blocklist results, and what to do about each one.
In the app: /deliverability
Suppression list and blocklist
Keep addresses and domains out of every campaign, and read provider refusals correctly.
In the app: /blocklist
Sequences, senders, schedules, lists, leads and address verification.
Cold email campaigns and sequences
Build and run a cold email campaign, from sequence steps and senders to daily caps and the numbers it reports.
In the app: /campaigns
Lists, leads and companies
Import and organise the people you write to, and verify their addresses before a campaign touches them.
In the app: /leads
The master inbox, replies, reply classification, and the numbers behind each rate.
Master inbox and replies
Every reply from every sending mailbox in one place, and the traffic that is deliberately kept out of it.
In the app: /inbox
Reply classification
How each reply is classified, what the platform does with the classification, and how to override it.
In the app: /reply-intelligence
Reporting and rates
What each reported number counts, and the single definition every rate is built from.
In the app: /analytics
A client's own mail door: setup, signing in, the admin console, deleted-mail review.
White label webmail setup
Give a client their own mail door on their own domain, from the DNS records to their first mailbox.
In the app: /settings/mail
Signing in to webmail
How a client's staff sign in to their mail door, and what each sign-in option does.
In the app: /mail/login
Using the webmail inbox
Everything a mailbox user does day to day in their own branded webmail.
In the app: /mail
Connecting a Gmail or Google Workspace mailbox
Link a Google mailbox to the door without handing over a Google password, and control what contacts see.
In the app: /mail/admin
Webmail administration
What a client's own administrator controls in their mail door.
In the app: /mail/admin
Deleted mail review
The administrator's review of deleted mail, its grading, and the controls around revealing and purging it.
In the app: /mail/admin/deleted
Client records, brand kits, the portal and support.
Client records
Track each client, keep their sending separate, and report on it.
In the app: /crm
Brand kits
Client logos and colours in one place, applied everywhere the client sees your work.
In the app: /brand-kits
Client portal and support
The client's own view of the work, and how support requests are tracked.
In the app: /portal, /support
Contacts, deals, tasks, bookings, calls and recordings.
CRM, contacts and deals
The pipeline behind the replies, and what fills it without being typed.
In the app: /crm
Tasks and reminders
Assign the work a reply creates, with dates and reminders.
In the app: /tasks
Meetings and booking links
Let a prospect book a time without the back and forth, in their own time zone.
In the app: /meetings
Calls, recordings and meeting notes
Recordings, transcripts and summaries, and who can see them.
In the app: /recordings
Documents, contracts, e-signature, invoices and the knowledge base.
Documents, contracts and e-signature
From a template and a clause library to a signed copy, without leaving the platform.
In the app: /documents
Invoices
Bill a client from the same place you do the work, with numbering that survives an audit.
In the app: /invoices
Knowledge base
The material the AI writes from, so drafts sound like your business.
In the app: /knowledge
Models, the copilot, automation rules, and the approval-first model.
AI models and the copilot
Configure the AI models the platform uses, and what the copilot will and will not do on its own.
In the app: /ai
Automations and approvals
Rules that act on their own, and the approval gate in front of anything that cannot be undone.
In the app: /automations
Dashboard and alerts
The one screen that says whether outbound is healthy today.
In the app: /command-center
Workspace settings, billing, staff, roles and platform controls.
Cannot find what you need? Ask us, or read the cold email guides.