From Cold Inbox
to Closed Deals

Connect one or more Microsoft Outlook and Gmail accounts in under 2 minutes each. The platform manages all inboxes from a single dashboard — syncing, AI-analysing, and drafting replies for your approval, so you stay in full control of what gets sent.

• Multi-account: connect Outlook + Gmail simultaneously
• Per-account signature — each inbox sends with its own sign-off
• Auto-refreshes tokens — stays connected 24/7 without re-logging in
• OAuth 2.0 — your credentials never leave Google / Microsoft
• AI analyses every inbound email: intent, sentiment, urgency score

Go to Email Providers → click "Configure" on any account to set its Smart Reply signature

Upload your product catalogue, price lists and FAQs as knowledge bases. Every upload is health-checked automatically — duplicates, price conflicts and missing values are flagged with one-click fixes — then indexed with multilingual embeddings, so every AI reply is grounded in your real data. Nothing made up.

• Drop in Excel or CSV — the schema is detected automatically
• Automatic health check: duplicates, price conflicts, missing values
• One-click fixes keep your catalogue clean as it grows
• Multilingual embeddings — one knowledge base answers in every language
• Every answer cites its source rows — zero unsourced statements

Knowledge Bases → New: upload a file and run a health check before going live

Upload your audience, let Claude AI write personalised email copy for each contact, schedule the send at human-like intervals, and track opens, clicks, and replies in real time — all from one place.

• AI-written, personalised copy per contact — not a mail-merge
• Smart scheduling — randomised send timing mimics human behaviour
• Real-time open, click & reply tracking per campaign
• A/B testing & multi-step sequences

Import contacts, segment by company, role, or engagement behaviour, and let AI classify every lead as Hot, Warm, or Cold automatically. The platform tracks both contacts and the companies they belong to.

• Contacts with full email engagement history
• Company-level grouping — see all contacts per account
• Auto-segmentation: Hot / Warm / Cold / Disqualified
• Filter, search, and bulk-action your entire contact list

For each company, document which products they buy (or could buy) and assign a PAM — Potential Addressable Market value. This turns your contact list into a revenue pipeline with a dollar figure attached to every account.

• PAM value per product category per company
• Track which products each account is engaged with
• Total PAM rolls up to company-level deal potential
• Feeds directly into the Customer Universe bubble size

Go to Audience → "Company PAM & Score Analysis" tab → Edit PAM button

Every contact gets two AI-powered scores. The Lead Score (0–100) is calculated from email engagement behaviour — opens, clicks, replies, and recency. The Decision Maker Score (0–5) is assessed from job title seniority, decision-maker status, priority rating, deal timeline, and estimated deal value — all captured in one Lead Assessment popup.

• Lead Score: email opens, clicks, replies, recency of engagement
• Decision Maker Score: title seniority + assessment inputs (0–5)
• Lead Assessment popup: status, priority, timeline, estimated value
• Scores recalculate instantly after any assessment update

Go to Leads → click "Lead Assess" on any contact to open the assessment popup

The dashboard surfaces what matters: campaign KPI bar chart, contact counts, quick actions, and the Customer Universe matrix — all live, all in one place. Dark mode is default.

• Campaign KPI chart: total sent, open rate, click rate per campaign
• Quick actions: sync email, create campaign, add contact, market intel
• Customer Universe scatter plot — your whole pipeline at a glance
• Dark / light mode — persisted per user preference

A 2D interactive scatter plot where every bubble is a company. Position on the X-axis shows how engaged their contacts are. Position on the Y-axis reflects decision-maker influence. Bubble size shows total PAM value — the bigger the bubble, the bigger the prize. Click any bubble to edit data inline.

• X-axis: Lead Engagement (0–120) — driven by email behaviour
• Y-axis: Decision Maker Influence (0–6) — from lead assessments
• Bubble size = Total PAM — your revenue potential visualised
• Click any bubble → edit PAM or lead assessment inline, live update