Lists
Create a list, then fetch contacts into it from any activated source.
Create a list
Just a name and description — you'll pick a source nextLoading…
Fetch into this list
Pick an activated source, or a saved website — AI extracts contacts from websitesList tools
Import from Excel, add a custom field, or bulk-update the contacts currently shown belowCustom fields apply to every contact across the whole workspace, not just this list.
Applies only to the contacts currently matching the search below, not the whole list - search first to narrow, then apply.
| # | Company | City | State | Category | Phone | Source | |
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Contacts
Prioritized prospects, today's WhatsApp batch, and follow-ups due — Phase 1 of the outreach platform.
—Total
—Warmest (P1)
—MNRE match (P2)
—Touched
—Interested
—Demos booked
Today's WhatsApp batch
Auto-drafted openers for the next untouched prospectsManual click-to-send, matching the compliant first-touch flow from the leadgen playbook — no bulk API send. Stay near the ~40-50/day cap per number.
Click Generate today's batch to pull the next prioritized, untouched prospects.
Follow-ups due
Touched 3+ days ago, no response logged yetClick Refresh follow-ups due to check who's overdue.
Add a contact
One company at a timeBulk import
Paste rows copied from a spreadsheetCompany City Category Source Verified (Y/N) Phone
| Priority | Company | Location | Category | MNRE | Phone | Channel | Last touch | Response | Demo | Notes | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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Priority order follows the lead-gen playbook. Mark a contact Interested, filter to it, then Copy visible as TSV to hand it to sales / import into Bytepaper.
Campaigns
Pick a list, narrow it with a filter, save a fixed target set - then work it with Call, Email and WhatsApp.
Create a campaign
Pick a list, optionally narrow it, then save a snapshot of what matches right nowLoading…
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Summary
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| Company | Location | Category | Phone | Status | Last call | |
|---|---|---|---|---|---|---|
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Pitch
Callbacks
Contacts a call was scheduled against — logged as "Connected - Call Back Later", "No Answer", "Busy" or "Not Reachable" with a date. Click a row to open it. Admins see the whole workspace; you see callbacks on campaigns assigned to you.
| Company | Phone | Campaign | Callback date | Last outcome | Note | |
|---|---|---|---|---|---|---|
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Interested
Every contact currently marked Interested, across all campaigns. Click a row to open it. Admins see the whole workspace; you see contacts on campaigns assigned to you.
| Company | Phone | Campaign | Location | Last outcome | Note | |
|---|---|---|---|---|---|---|
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Dashboard
Performance across the team, and yours.
Team
Everyone's activity, combined.Loading…
Mine
Your own activity for the selected range.Loading…
By team member
Admins only.| Loading… |
Daily calling list
Your auto-built list for the day — overdue follow-ups first, then fresh contacts.
This month
Each bar fills in as that day's contacts get worked — click a day to open its listLoading…
Today
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Set up daily rules
Admin only — pick who gets a list automatically, how many contacts each day, and (optionally) which pitch and which list to draw from. A person can have more than one rule.
Contacts already active in another campaign are skipped automatically.
Daily rules
A saved rule repeats automatically once the daily run is scheduled on the server (see README) — saving one doesn't create anything by itself right now.
No daily rules yet.
Reports
Follow-up, calling and user-performance activity, plus estimated query costs (USD/INR). Admins only.
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Select a report on the left.
Settings
Sources, Channels, Pitch and Webhook — workspace-wide setup for outreach. Admins only.
Sources
Pick a source, then activate it with its own API key. Admins only.
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Select a source on the left.
Channels
Activate WhatsApp and Email to send from the Contacts page. SMS and Call are logged manually there — nothing to activate. Admins only.
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Select a channel on the left.
Pitch library
Reusable talking points and attachments you can attach to any campaign or daily-list rule. Editing a pitch here updates it everywhere it's used.
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Instructions
Type
{UserName} to show the calling rep's own name, or {Name} for the contact currently on screen - both fill in automatically on the calling page.Webhook
Anyone or any form/automation tool can POST to this URL and the lead lands straight in Contacts — no login required to post to it. Admins only to view or set it up.
Pick where webhook leads should be saved
Required — every lead posted to your webhook lands in exactly one list, chosen here.Your webhook URL
Saving to list ""POST any fields you like — as JSON or a plain form body, in any case (
Company, COMPANY and company all work the same). company/name, phone/mobile, email, city, state, category are picked up automatically. Any other key you send (e.g. utm_source) is saved too — a matching custom field is created the first time that key shows up, so it appears as a real column on Contacts from then on.Regenerating (or changing the list) invalidates the old URL immediately — update it wherever it was posting from first.
Sample request & response
A quick way to test it — paste into a terminal (this already has your real URL above):
Expected response on success:
{"ok":true,"data":{"lead_id":"666f1f2e2a1b2c3d4e5f6789"}}
Recent activity
Every hit to your webhook URL, success or failure — most recent 20 shown| When | Result | Payload |
|---|---|---|
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Team
Change anyone's role, pick which menus they see, hand out a magic login link, or log them out of every device — changing a role logs them out automatically. Admins only.
| Name | Role | Menus | Magic login link | ||
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