Help & docs

AI Assistant: ask and it gets doneType what you want in plain words and AI Assistant does it in the Leads Engine and Email Marketing: leads, tables, campaigns, mailboxes, replies and the CRM, asking before it changes anything.

Getting startedSend your first campaign: connect a mailbox, warm it up, check your domain, add leads and launch.

Campaign settingsSchedule, mailboxes, daily volume, tracking, A/B testing, safety options and the AI Reply Agent for one campaign.

A/B test two sequencesSend two whole sequences side by side, split new people evenly between them and see which one gets more replies.

AI-written emails for each prospectLet AI write a step of your sequence for each person when it is sent, from their details and your AI Training.

Sequences and follow-upsThe first email and the follow-ups that go to people who have not replied.

LeadsAdd, edit, remove and organise the people your campaigns send to.

Campaign analyticsEmails sent, opens, clicks, replies, bounces and A/B results for one campaign.

Writing emailsPersonalize with variables, check for spam words and preview the real email.

AI SimulatorTest a campaign on AI agents before you send it: conservative reply, interested and meeting estimates for your market, the weak areas and the fixes that add the most.

CampaignsCreate campaigns, check they are ready, launch or pause them, and see why one is not sending.

AI WarmupBuild a mailbox's reputation before and while it sends campaigns, and follow every mailbox on one page.

Email accountsConnect the mailboxes your campaigns send from, set their daily limits and move them between workspaces.

Connect a Google mailboxConnect a Google Workspace mailbox with Sign in with Google, no password needed.

Use an app password for Google WorkspaceConnect a Google Workspace mailbox over SMTP and IMAP with a 16-character app password.

Allow Ziclon in Google WorkspaceFor Google Workspace administrators: mark Ziclon as a trusted app so your team can sign in.

Connect a Microsoft mailboxConnect a Microsoft 365 or Outlook.com mailbox with Sign in with Microsoft, no password needed.

Allow Ziclon in Microsoft 365For Microsoft 365 administrators: approve Ziclon once so your team can sign in.

Enable SMTP in Microsoft 365 or GoDaddySwitch on Authenticated SMTP for the mailbox, then connect it with Sign in with Microsoft.

DeliverabilityCheck your domain records and blocklists so your mail reaches the inbox, and manage tracking domains and suppressions.

Unibox and reply tagsEvery reply from every mailbox in one inbox, tagged Interested, Neutral or Not interested for you.

CRM automationsRules that do the next step for you: when something happens in the CRM, Ziclon acts.

Deals and pipelinesTrack deals through your pipelines as a board or a table, with value, close date, chance to win and products.

ContactsEveryone in your workspace with their owner, lifecycle stage, tags, custom fields and full activity.

CompaniesThe accounts your contacts and deals belong to.

Tasks and remindersFollow-ups with a due date and an owner, with an alert when they are overdue.

CRM reportsPipeline by stage, forecast, wins and losses, conversion, activity per person and deals closing soon.

AI Reply AgentsAI that answers the replies to your campaigns, as drafts for you to approve or sent automatically.

DigestsScheduled reports with your campaign stats, and alerts when something changed.

AnalyticsEmails sent, opens, replies and deals across all campaigns, with a shareable report image.

RevenueDeals and revenue traced back to the campaigns that started them.

Leads Engine homeYour tables, templates and quick ways to start building a list.

AI Assistant in the Leads EngineAsk AI Assistant to find people and companies, search Google, build and clean tables, enrich and verify, then send a table to a campaign.

Google business searchSearch Google Maps for local businesses in one line and add the ones you pick to a new table.

Lead tablesYour lead lists as a grid: import, filter, clean, score and send them to a campaign.

Enrichment, waterfalls and AI columnsFill in missing details from your data providers, write with AI, and run columns on the rows you choose.

FormulasFill a column from the other columns of each row: join names, pick the best email, sort companies by size and more. Settings, Formulas teaches it with examples you can try.

Verify email addressesCheck the addresses in a table before you send, and remove the ones that would bounce.

QualificationDefine who is worth contacting, so bad-fit leads never reach a campaign.

SegmentsLiving segments: rules that send matching leads to the right campaign on their own.

SignalsBuying signals by niche: switch one on and see what it finds. Account changes are under What the agent found.

Workflows and automationAutomations you describe in plain words, built by your own coding agent.

AI TrainingTeach the AI your business, offer, ideal customer, competitors and voice. Every AI writer, AI Reply Agent and AI Assistant uses it.

Record your screenRecord your screen with your voice and camera, then share a link, collect comments or download the video.

Notifications and alertsChoose which problems reach you, and see what needs your attention.

Usage and limitsYour credits, team seats, workspaces and leads stored against your plan, the credits each task used and what happens at a limit.

Exports, Trash and save statesDownload your data, restore deleted tables and rows, and roll your setup back.

Keyboard shortcutsThe keys of Excel and Google Sheets in every table, plus shortcuts for AI Assistant, menus and panels. Settings, Hot keys lists them for your computer.

Your profileChange your name, the email you sign in with and your password.