Documentation · English
Business Setup
Everything the AI knows about your company comes from what you enter on the Business page. There is no hidden knowledge base — better input here means better qualification and better drafts.
Only workspace owners and admins can edit this page; members can view it read-only. See Roles & Permissions.
Business Profile
Found under Business → Profile.
| Field | Why it matters to the AI |
|---|---|
| Company name | Used as your sender display name on outreach emails (e.g. "Northwind Studio") and referenced throughout drafts. |
| Website | Context for qualification and drafting; not independently verified by the product. |
| Description | The AI's primary understanding of what your company does — the single most influential free-text field. |
| Industry | Used in fit scoring against each prospect's own industry. |
| Country | Business context only. The product never uses this to infer language — see Sales Languages. |
| Company size | Context only. |
| Languages | The languages your business generally operates in — informational. |
| Sales language | The authoritative language the AI writes qualification explanations and outreach drafts in, unless a specific prospect has its own override. Leave empty to keep writing in English. |
| Tone of voice | Steers how drafts sound (e.g. formal, casual, direct). |
| AI-operating constraints | Free-text rules the AI must respect when drafting (e.g. "never mention pricing," "always keep drafts under 150 words"). |
Example. A fictional design agency, Northwind Studio, describes its brand and web design services for independent businesses, with its Sales language explicitly set to pt-PT (European Portuguese).
Offers
Found under Business → Offers.
An offer is one thing you sell — its name, a description, an optional category, and optional price context (e.g. "Typical project €2,000–€8,000"). The AI uses your offers to recommend the most relevant one when qualifying a prospect.
You can have several offers. Deactivating an offer removes it from future recommendations without deleting its history.
Ideal Customer Profiles (ICPs)
Found under Business → Ideal customer profiles.
An ICP describes who you're trying to reach, in terms the product can actually score against:
| Field | Purpose |
|---|---|
| Name | A short label, e.g. "Mid-market SaaS." |
| Description | Free-text summary of who this ICP represents. |
| Industries | Industries this ICP targets. |
| Countries | Countries this ICP targets. |
| Buyer roles | Job titles/roles who typically make the buying decision. |
| Pains | Problems this ICP typically has that your offer solves. |
| Exclusions | Signals that should count against a fit, not for it. |
| Min / Max company size | A numeric company-size range. |
Better ICP data produces better qualification. The product's fit scoring is deterministic — it compares a prospect's actual industry, country, and company size against your ICP's fields. A vague or empty ICP produces a vague or unhelpful score. The AI explanation layered on top of that score is decision support, not a separate source of intelligence — see AI Qualification.
You can maintain more than one ICP if you sell to more than one kind of customer.
Getting these right before you start
Business Setup is one of the required steps in Setup ("Get set up") for a new workspace, alongside creating at least one Offer and one ICP. You cannot generate outreach drafts of meaningful quality without this context — the AI has nothing else to work from.