Overview
Seven concepts worth understanding once so the rest of the Cold Email Agent docs make sense. Methods, personalization, variants, deliverability, campaign states, lead states, and credits.
Most of the Cold Email Agent docs explain specific screens and buttons. This section is different — it explains the ideas the product is built on.
Reading these once makes every other doc easier. You'll see why decisions are made the way they are, and why certain settings matter more than they look.
Email methods
The four angles your campaign can take — Podcast, Interview, AI Business Audit, Direct. Which one to pick and when.
Personalization
The 16 variables that fill in per-recipient, where their data comes from, and how to use them without sounding robotic.
Variants and A/B testing
Sending two versions of the same email side by side to see which gets more replies. Mechanics, metrics, and when to retire a losing version.
Deliverability
What decides whether your email lands in the inbox or in spam. The four things that actually matter and the ones that don't.
Campaign states
Draft, Active, Paused, Completed, Archived, Attention Needed — what each one means and why 'Completed' isn't an error.
Lead lifecycle
The 14 stages a person can be in, from 'ready to be contacted' to 'booked a meeting' or 'bounced'.
Credits
How the AI lead finder's billing works — what uses credits, what doesn't, and why ordering 7000 leads sometimes gets you 1700.
Why these are here and not inside individual screen docs
These concepts show up on many different screens. If we explained "what variants are" inside the Sequences tab's docs, then the Analytics tab's docs, then the Options tab's docs, we'd say the same thing three times and miss anyone who landed on a different page first.
Putting them here means:
- One explanation, one home. When we improve the explanation, every page that references it benefits automatically.
- Searchable. If you search for "warmup" or "bounce rate" or "variant", you land on the concept page that defines it, not scattered mentions across different tabs.
- Learning-before-doing. If you read the concept first, the screens that use it make immediate sense.
Suggested reading order
If you're brand new, read them in this order:
- Campaign states — so you recognise what your campaign's status means the first time you see "Attention Needed."
- Deliverability — so you understand why warmup, bounce rates, and sender reputation are a big deal.
- Email methods — to pick the right angle for your first campaign.
- Personalization — so your emails feel individual, not mass-mail.
- Lead lifecycle — so you can read the Leads tab and know what each status means.
- Credits — before you run your first AI lead search.
- Variants and A/B testing — once you've run a campaign or two and want to optimise.
Each takes about 5 minutes to read.