Set the brief
Add your business information and prepare a campaign. Keep the intended audience, channel and follow-up clear.
Early access
Give every conversation a next step.
Bring your outreach plans, business knowledge and connected accounts together. Prepare the follow-up, keep the details and see what needs your attention.
Campaigns run as simulations in early access. Live emails, calls and appointment writes are paused.
A conversation, carried forwardExample
“Can we talk next week?”
A fictional contact asks about the next step.
Prepare a reply
A useful follow-up, ready to review
Example draft · nothing sent
Keep the context
Start with what is already known
The example contact prefers next week. A call plan keeps that detail and asks for the missing day, without starting the conversation again.
Example plan · no call made
Make the next action clear
A day still needs confirming
Keep the known preference with the conversation. Leave the appointment unconfirmed until the details, permission and actual booking receipt are present.
Example handoff · no booking madeIllustration only. These words are fictional. Switching steps does not contact anyone or create an appointment.
Your business. Your accounts. Your next move.
Separate workspaces for each customer.Thoughtful follow-up starts before the first message.
Build a clear picture of who you want to reach, what your business can offer and what should happen next.
Choose the connections
Connect only the features you want. Each account connection belongs to your workspace and has a clear purpose.
Review the next step
Explore simulated conversations and outcomes. See missing details and review the workflow before any future live activity.
Connect what helps. Keep the choice.
Account setup is separate from running a campaign. Authorising a connection does not approve outreach or give a contact's consent.
Read how connections and data work- CalendarChoose a calendar and check access with read-only Google permissions.
- GmailOptionally connect read-only mailbox metadata. This does not grant permission to send.
- ContactsOptionally read saved Google contact details. A saved contact is not permission to market.
- Email & phonePrepare dedicated business sending and calling connections. Live dispatch stays paused.
Real connection checks can read the information you authorise. Campaign examples and simulations remain separate.