Simple mode (default)
Meant for founders + small teams doing outbound solo. Sidebar shows:- Home — dashboard
- Inbox — task queue
- Meetings — upcoming calls
- Outreach Agents — your messaging campaigns
- Companies + Prospects — records
- Brand & Voice — how Guhan sounds
- Workspace settings
Advanced mode
Reveals two extra sidebar rows:- Watchlist Agents — see + edit them as standalone records (not just via the Outreach Agent detail page)
- Lists — see + edit them as standalone records too
- Bulk-editing shortcuts on the Prospects page
- More detailed sequence canvas controls
Switching modes
Bottom of the sidebar: click the Simple / Advanced pill. Takes effect immediately (no reload). Your preference is per-user — teammates see their own.Auto-upgrade
Guhan will nudge you from Simple → Advanced automatically when it detects:- Multi-list audiences — your Outreach Agent pulls from more than one List
- Exclusion lists — you’re excluding prospects from another List
- Shared graphs — the same sequence version powers multiple Outreach Agents
Simple mode limitations
Some things you can’t do in Simple:- Add multiple Lists to an Outreach Agent’s audience (Advanced only)
- Configure exclusion lists (Advanced only)
- Share the same sequence version across multiple Outreach Agents (Advanced only)
Which mode should you use?
- Solo founder / 1-person team → Simple. Less to look at, faster to navigate.
- Multi-persona outreach (3+ Watchlist Agents feeding different sequences) → Advanced.
- Team of 3+ with dedicated list managers → Advanced.
