Workspace
A workspace is the account. It owns billing, the subscription, seats and every piece of data. Nothing crosses a workspace boundary — a different workspace is effectively a different customer. You switch workspaces from the account menu. Team plans invite members into a shared workspace, where leads, campaigns, chats and folders are pooled rather than private to whoever created them.Brand
A brand is the company you are selling. It lives inside a workspace and owns that company’s inboxes, campaigns, sequences, folders and chats. The brand carries your website, description, value proposition and personas. That context is injected into:- lead searches, so the agent can judge whether a company would actually want what you sell, and
- AI-drafted emails, so you do not retype who you are on every message.
Leads are workspace-pooled, not brand-scoped. The brand filter in the
Leads grid is a lens you apply, not a wall the server enforces. Inboxes,
campaigns and sequences are brand-scoped.
Lead
A lead is one company-plus-contact record. Core fields are fixed (company, full_name, title, email, phone, domain, linkedin_url,
location, source_url, score, status); everything else lives in custom
columns you declare yourself.
Statuses are new, qualified, contacted and disqualified. Two flags sit
alongside them and are not statuses: archived (hidden from every view but
still stored) and unsubscribed (opted out — never contacted again).
Your plan caps how many leads a workspace can store:
The cap is enforced up front: a lead search is clamped to the space you have
left rather than spending credits finding leads it would have to throw away.
Seats
Paid plans are per seat, and credits pool across the workspace: three Starter seats share 3M AI credits, not 1M each.Credits
Three separate meters, each measuring a different real cost.AI credits
1 credit = 1 model token. Spent by agent runs, lead research, AI drafting
and reply analysis.
Crawl credits
1 credit = 1 page scrape or search. Spent by scrapers, endpoints and the
agent’s web browsing.
Validation credits
1 credit = 1 SMTP mailbox probe. Spent by email validation.
When an allowance runs out you can either buy a credit pack or switch on
overage, which meters the excess and bills it at the same unit rate
(0.04 per crawl, $0.005 per validation). Overage has a
spend cap you set per meter, so it can never surprise you.
Plans and billing in detail
Feature gates per tier, overage, credit packs and spend caps.
