Active Campaign

No active campaign

Create or select a campaign first

Create a campaign or choose one from the switcher to unlock the workflow.

Next Step

Create or select a campaign.

Workflow Progress

Pipeline

Outbound

Replies and Tasks

Campaign Summary

Define Target Audience

Add or Import Leads

Add contacts manually, import a prepared file, or discover new B2B prospects.

Add Lead

Import Leads

Required columns: company_name and business_email.

The app expects exact column names, but also accepts common aliases like company, email, and name.

Discover Leads

Provider results stay pending review until approved.

Lead Review

Upload Campaign Materials

Upload commercial material and add context for outreach emails and reply drafts.

Upload Campaign Materials

Uploaded Materials

Outreach Email Review

Generate emails for approved leads, review the queue, and prepare the campaign for launch.

Readiness

Review Queue

Focus here on drafts that still need approval, queueing, or manual correction before launch.

Email Activity

Sent emails and broader outbound history stay here as a secondary reference.

Launch Campaign

Confirm the campaign is ready and send queued outreach emails.

Ready to Send Now

Validation Checklist

Blocking Issues

Queued Emails

These are the messages that will go out when the campaign is launched.

Monitor Replies

Prioritize inbound replies that still need a response and keep recent follow-up history in view.

Reply Overview

Important Replies

Commercially relevant replies are surfaced here first so the team can act quickly on warm interest.

Needs Action

Replies without a draft yet should be handled first.

Drafts Created

Replies that already have a draft or follow-up in progress stay here for reference.

Tasks

Work through reply follow-up in priority order, then keep sent and completed items visible as history.

Task Overview

Open Tasks

These tasks still need drafting, review, or sending.

Sent and Completed

Use this section as a reference for work that has already moved out of the active queue.

Campaign Exports

Download the selected campaign in the format you need, then use the activity timeline below for quick review.

Export Files

Recommended

Workbook XLSX

Full campaign workbook with all sheets, ready for Excel handoff, archiving, and audit review.

Activity CSV

Chronological timeline of campaign actions, approvals, sends, replies, and operational events.

Leads CSV

Lead list with validation, approval, email, and reply status for operational follow-up.

Replies CSV

Prospect replies with classification and timestamps for follow-up and reporting.

Tasks CSV

Open and completed reply tasks, draft work, and ownership for execution tracking.

Emails CSV

Generated, approved, queued, and sent outbound emails for review and compliance checks.

Activity Timeline

Use this table to inspect what happened in the selected campaign before exporting or sharing data.


      


      

        

          

            
Settings

            
Create a campaign and review workspace configuration.

          

        

        

          
Create Campaign

          
Create the campaign context first. Fine-tune how the LLM writes in the dedicated prompt settings section below.

          
          
          
          
          
          
          
          
          
          
          
          
          
        

        

          
LLM Prompt Settings

          
All fields in this section are optional. Leave any field blank to use the recommended backend default. JSON output, no tracking, no invented attachments, exact signature, and language enforcement remain protected in the backend.

          

          

            
Outreach Prompt

            
            
            
Example: define the commercial outcome the email should optimize for.

            
            
Example: tone, seniority, credibility, and what to avoid.

            
            
Example: how direct the ask should be and what next step to invite.

            
            
Example: word count, brevity, or structure preferences.

            
            
Use this for campaign-specific nuances that are not already covered above.

          

          

            
Reply Draft Prompt

            
            
Example: qualify interest, answer questions, or move toward a meeting.

            
            
Example: preferred tone, directness, or level of formality.

            
            
Use this to define when the draft should or should not push for a call.

            
            
Example: keep short, answer first, or limit to a few sentences.

            
            
Use this for reply-specific rules such as pricing, whether to offer documents, or how strongly to qualify the prospect.

          

          

            
Signature

            
Optional. Used exactly as written at the end of generated outreach emails and reply drafts. Leave blank to fall back to the campaign owner details.

            
          

          

            
            
          

        

        

          
Mailbox Configuration

          
The sending mailbox is configured in the application environment, not per campaign.

          

            
            

          

          

        

        

          
Important Reply Notifications

          
Send an internal alert email when a new reply is classified as commercially important with high priority.

          

          
          
          
        

        

          
Campaigns

          

        

      


      

      
        

          
Details