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Guhan runs the same workflow a human SDR runs, in software. There is one flow to learn, and two nouns you’ll meet along the way: Lists and Campaigns.

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The flow

1

Set up your business context

Fill in Brand & Voice (how you sound) and Products (what you sell and why it matters). This is the context behind every message Guhan writes.
Brand & Voice is in the sidebar. Its five tabs hold how you sound and what you sell: Brand, Voice, Competitors, Templates and Products & Services

Brand & Voice is in the sidebar. Its five tabs hold how you sound and what you sell: Brand, Voice, Competitors, Templates and Products & Services

2

Import leads

Open Prospects and click Import leads. Find people with a search (optionally narrowed by a buying signal like funding or hiring), upload a CSV, or add someone by hand. Everyone is added to a List, a group of prospects you can review and point a Campaign at. As prospects are added, Guhan researches them and marks how well they fit.
Prospects is in the sidebar, and Import leads is at the top right of the page

Prospects is in the sidebar, and Import leads is at the top right of the page

3

Run a Campaign

A Campaign points at one or more Lists and runs a sequence — for example a LinkedIn invite, a wait, a DM, then an email. Each message is drafted for the individual prospect from your brief, their profile, and the signal that brought them in. Campaigns send from the sender accounts you connect.
Campaigns is in the sidebar. A campaign's Sequence tab is the editor: a LinkedIn invite, a wait for acceptance, a message, then a wait for a reply

Campaigns is in the sidebar. A campaign's Sequence tab is the editor: a LinkedIn invite, a wait for acceptance, a message, then a wait for a reply

4

Handle replies

Replies arrive in your Inbox. Guhan classifies each one, and your reply rules decide what happens next: hand it to a person, draft a response for you to approve, or answer automatically. Meeting requests always go to a person.
The Inbox is in the sidebar. Replies are grouped by what needs you, each tagged with its next step, and the open conversation is on the right

The Inbox is in the sidebar. Replies are grouped by what needs you, each tagged with its next step, and the open conversation is on the right

5

Book meetings

Connect a calendar, and Guhan shares your booking link when someone is ready. Booked calls appear under Meetings.
Meetings is in the sidebar. Booked calls are grouped by day, with how each was booked

Meetings is in the sidebar. Booked calls are grouped by day, with how each was booked

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An example

You sell an analytics tool to VPs of Marketing at SaaS companies.
  • You import leads from the Prospects page with a signal source for VP of Marketing at SaaS companies with 50–500 employees who posted about attribution. New matches are added to your List as Guhan finds them.
  • Your Campaign uses that List and runs an invite, a DM, and a follow-up email, each written around the post that person shared.
  • You open Guhan, check the Inbox, and take the conversations worth taking.

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Where you fit in

Guhan does the volume; you keep the judgment.
  • Review prospects as they are added. Is this really your buyer?
  • Approve drafts where you’ve asked to see them first.
  • Take over conversations when a reply needs a person.

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The screens you’ll use

Home

A daily snapshot of what needs attention and what Guhan has been doing.

Inbox

Replies and tasks that need you.

Ask Guhan

Ask questions or assign work in plain language.

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What Guhan spends

Finding and enriching prospects, writing messages, and revealing contact details use credits. Sending itself is free, but it’s governed by daily limits that protect your accounts. See Plans and credits for what costs what, and Sending safety for the limits.

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Next

Quickstart

Launch your first Campaign.

Lists

How prospects get found and added.