Funnel
Track and engage with target accounts.
Tasks
Manage outreach across motions and flows.
Orchestrate
Visual builder for funnel orchestration — motions, flows, and plays. Edits are local until you publish a new version.
Global rules
Workspace-wide rules — active workflow rules plus signal-triggered engagement.
Active rules
Signal-triggered rules
When a signal fires, take this engagement action.
Play priority
When a contact matches multiple plays in the same flow, the top play wins — drag to set priority.
Business hours
Outbound sends only go out inside this window. Applies workspace-wide.
Sending limits
Caps on outbound volume per channel. When a cap is reached, sends defer rather than exceed it.
Guardrails
Workspace-wide guardrails on who and when the system contacts a contact.
Unenrollment rules
Conditions that pull a contact out of any play. Applies workspace-wide.
Do-not-contact list
Contacts or domains the system never reaches out to.
Data
Signals, events, and leads detected from your sources.
Analytics
Funnel performance and conversion metrics.
Pipeline Velocity
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avg days to outcome
Open Rate
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Reply Rate
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Booked Rate
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Enrolled
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Signals
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Tasks
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Replies
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Conversion Funnel
Signal ROI
| Signal Type | Count | Enrolled | Replied | Booked |
|---|
Coming soon
Integrations
Connect external tools to your workspace.
Your integrations
Personal accounts connected to your user — used for reply tracking and inbox sync.
Gmail
Track replies from play contacts via your inbox
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Settings
Workspace configuration, team, and platform admin.
General
Appearance and workspace-wide preferences.
Appearance
Theme
Choose how the app looks. Your selection is saved to this browser.
Test Mode
Create a test company with your own emails to test the full enrollment flow.
Reply Exclusion Keywords
Replies matching these keywords are auto-dismissed and excluded from analytics.