The complete outbound studio

👤People

A built-in contact database. Browse prospects, slice them by title, industry, location, and company size, then save the ones you like to a List ready to push into Create.

Browsing & filtering

The People pane shows 25 contacts per page. Use the filter sidebar on the left to narrow the dataset:

• Job title — typeahead with multi-select chips. Type "vp" and you can pick "VP Sales", "VP Engineering", etc. in one go.
• Industry — SaaS, Fintech, AI / ML, Healthcare, and more.
• Location — country and major metros.
• Company size — 1–10, 11–50, 51–200, 201–1000, 1001+.

Filters combine with AND logic — every chip you add narrows the result set further. Hit the Clear all chip to reset.

Saved views

Three stat tiles at the top of the filter sidebar act as quick toggles between views:

• All — the full dataset (filters still apply).
• Filtered — same as All today; reserved for a future "Net New" diff.
• Saved — only people present in at least one of your Lists. Useful for reviewing who you've already targeted.

Selecting & bulk actions

Click any row's checkbox to select a single contact, or use Select all at the column header to grab the whole filtered set. Selection persists across pages — pick 12 here, scroll to page 3, pick 8 more, and the count chip at the top shows 20 ready to act on.

With contacts selected, the action bar reveals:

• ＋ Add to List — drop into an existing List or spin up a new one.
• ↗ Send to Create — populate the Create wizard's data source directly with this selection (skip the CSV step).

🏢Companies

Browse organisations rather than individuals. Filter by industry, headcount, and location to build an account list, then drill into a company to see the people inside.

Filtering

The Companies pane uses the same filter UX as People — typeahead chips for industry, size, and location. Click a row to switch to People scoped to that company's domain.

People count per company

Every company shows a small "👤 N people" badge so you can see at a glance how much surface area there is to work with. Click the badge to jump to People filtered to that company.

📚Lists

A List is a saved selection of People — your audience for a future campaign. Lists carry their merge data straight into Create so you never have to re-upload a CSV for the same group twice.

Creating a List

Three ways:

• From People — select contacts (any combination, across pages), hit ＋ Add to List, give it a name.
• From a template — the Lists pane ships with five pre-built templates that auto-filter the People dataset: Tech Founders, VP Sales · Mid-market, Senior Engineers, Marketing Leaders, and Talent & People. One click materialises the matching contacts into a new List.
• From Companies — saving a company selection captures the people inside those companies under your current filters.

Managing Lists

The Lists pane shows every List with name, member count, and a description. Actions per row:

• 👁 View members — opens a read-only preview modal so you can scan who's inside before sending.
• ✎ Rename — change the name and description.
• ↗ Use in Create — load the List as the Create wizard's data source. Skips the CSV step entirely.
• 🗑 Delete — removes the List (members are not deleted from People, just unmapped from this List).

Lists in Create

Inside the Create wizard's Data Source card there's a List picker dropdown. Pick a List and the wizard reads its members directly — Email, Name, Title, Company, Industry all map automatically. No CSV upload, no column mapping prompts.

🔍Verify & Enrich

Before you send to a list, run it through Verify & Enrich. Each address gets a deliverability status (Verified / Catch-all / Risky / Bounced / Unknown); flip the enrich toggle and you also get name / title / company / LinkedIn fields backfilled. Open the pane with the 4 shortcut from anywhere in the app, or click the 🔍 Verify & Enrich item in the left sidebar.

Why this matters

Every bounced email tells the receiving mail server "this sender isn't curating their list." Stack up enough bounces — even 2–3% on a single send — and Gmail / Outlook start routing your real outreach to spam folders. Verifying first keeps your sender reputation clean and your inbox rates up. Enriching at the same time means your {{Title}} and {{Company}} merge tags actually have data to substitute.

Free monthly quota

Every plan includes a free monthly verification quota — Free 200, Starter 2,500, Growth 10,000, Scale 50,000, Enterprise unlimited. The pane consumes from your quota first. Only after the quota's spent do verifications start drawing from your credit balance.

Over-quota pricing

When your free quota is exhausted, additional verifications cost 1 credit per 5 emails (so ~$0.006 effective at Starter rate). Partial bundles round up: 6 verifications past quota = 2 credits, 3 past = 1 credit. Cached results never cost anything regardless of quota state.

How it works

1. Paste emails one-per-line, or upload a CSV with an email column. Multiple separators are tolerated — commas, semicolons, newlines.
2. The pane previews how many addresses are unique and shows the cost split: "X from free quota + Y credits".
3. Hit ✦ Verify list. Behind the scenes we run shape validation + role-mailbox detection + disposable-domain detection + MX checks (concurrently per unique domain — 1000 emails from 50 domains = ~50 lookups), and ambiguous addresses also get a real-time deliverability check via our verification provider.
4. Results render in a table you can filter by status, search, and export.

Status meanings

• Verified — shape is valid, domain has MX records, not a known disposable / catch-all / role mailbox. Safe to send.
• Catch-all — domain accepts any local-part. Address is probably real but we can't confirm it; expect a small bounce risk.
• Risky — disposable provider (mailinator etc.) or role mailbox (info@, admin@, support@). Will likely send but rarely converts.
• Bounced — invalid shape OR no MX records. Don't send.
• Unknown — DNS lookup failed or the resolver is unavailable. Try again later.

Caching & cost

Every verification result is stored in your personal cache keyed by (user_id, email). Re-verifying the same address costs 0 credits AND consumes 0 quota, ever. This means:

• You can re-upload an old CSV without paying twice.
• Your verified-history table on the Verify pane re-populates instantly on every visit.
• If you delete a list and re-add it from somewhere else, the cache still applies.
• There's also a cross-user global cache — if another Sendie user verified the same address in the last 90 days, you get the result free (only 1 credit charged for the resolution, which feeds back into our shared deliverability data).

Exporting + next steps

The toolbar above the results table has three actions:

• ⬇ Export Verified — downloads a CSV of just the deliverable rows. The fastest way to get a clean list into Create.
• ⬇ Export All — downloads everything with the status column attached.
• ＋ Save Verified to List — turns the Verified rows into a Leads List with one click. Useful when you're starting from a paste-only batch (no existing People rows to join against).

📧Create

The Create tab is the heart of Sendie. You bring a CSV of recipients, a subject line, and an email body; Sendie saves it as a campaign in the database and hands you off to Send, where each message is rendered per-recipient on the fly at dispatch time.

The workflow follows a three-step wizard:

Live Preview

The right panel shows a real-time preview of what the email will look like for each recipient. Use the ← → buttons (or arrow keys) to cycle through all rows in your CSV and verify personalisation before generating.

Start Row / End Row

Use Start Row and End Row to generate a subset of your CSV. This is useful for splitting large lists across multiple runs, or for resuming after a partial send. Sendie automatically saves your row position per file — see Row Bookmarks.

Stats Strip

After mapping your columns, a live stats bar shows Will Generate, Total, Dupes, Invalid, and Blocked counts — all updated in real time as you adjust filters.

Continue to Send

Clicking → Continue to Send saves the campaign (subject, body, recipients, filters) to the database and routes you straight to the Send pane, where your sending accounts live. No files are written, no ZIP is built — the campaign lives as a single row that Send will read at dispatch time and render per-recipient on the fly.

📊CSV & Column Mapping

Sendie accepts any UTF-8 CSV. The first row must be a header row. Only the Email column is required — all others are optional.

Auto-mapping

When you upload a CSV, Sendie fuzzy-matches your headers against known aliases. For example, a column named email_address, mail, or Email will all auto-map to the Email field. A confirmation dialog shows which columns were matched.

Supported field mappings

Validation

Click 🔎 Validate in the mapping card to run a pre-generation check that verifies email column mapping, finds missing template tags, and counts how many rows will be skipped due to invalid or missing emails.

🏷Template Tags

Use {{double curly braces}} anywhere in your subject line or email body to insert dynamic values. Tags are resolved per-recipient at generation time.

CSV column tags

Any column header from your CSV can be used as a tag. Matching is fuzzy — spaces, underscores, and hyphens are ignored, and case doesn't matter.

# Examples
Hi {{Name}}, I saw you work at {{Company}} as a {{JobTitle}}.
Your contact email is {{email}}.

Special tags

Tag chips

After uploading a CSV (or loading a List), clickable tag chips appear above the subject line and email body editor. Click any chip to insert that tag at the cursor position. The 🖼 Logo chip inserts {{RecipientLogo}} which embeds the recipient's company logo.

🌍Cultural Intelligence

Sendie isn't translation — it's context-aware outreach. Each prospect receives an email tuned to their language, culture, role, and buying context: the formality, opener, sign-off, and length conventions a native B2B copywriter would use. Measured results across markets:

• 61% higher reply rates in the USA
• 54% higher reply rates in Japan
• 52% higher reply rates in Brazil
• 49% higher reply rates in Germany
• 47% higher reply rates in France

How a recipient's language is detected

Before generating each personalised rewrite, Sendie runs a 5-signal cascade to figure out what language the recipient most likely reads in. The signals run in order and stop at the first confident match:

Cultural conventions applied per language

When the cascade confidently identifies a non-English recipient, Sendie injects market-specific B2B conventions into the AI prompt. These aren't translation rules — they're the things native B2B readers expect from a professional first-contact email.

How to verify it before sending

On the Create pane, after ticking Personalise each email with AI, the Live Preview on the right doubles as the per-row AI preview surface. A 🌍 banner appears in the preview meta showing the detected language plus the signal that triggered it (e.g. "Written in 🇩🇪 German · email domain TLD"), with a small ? pill you can click for a one-line explanation of why that signal won. Step Prev / Next through every row before generating to confirm the cascade picked the right language for each recipient — Per-row results are cached, so revisiting a row is free.

Confidence levels & fallback

When no signal lands above medium confidence (e.g. a recipient with only a name and a gmail.com address), Sendie falls back to writing in the same language as your base body — detected automatically via a stop-word heuristic across English, French, German, Spanish, Italian, Portuguese, Dutch, Polish, Turkish, Japanese, Korean, Chinese, Arabic, Hebrew, Russian, and Nordic languages. So a French user writing in French still gets French outputs for unsignalled rows, instead of a hardcoded English default that would mismatch the rest of the campaign.

Two personalisation modes — Cascade vs Explicit

The per-recipient cascade is the default, but you can override it. After ticking Personalise each email with AI on the Create pane, two chips appear:

Languages without a cultural fragment yet

The cascade identifies 100+ languages but the cultural fragments cover the 10 markets above. For any other detected language (Polish, Czech, Hungarian, Arabic, Chinese, etc.), Sendie still writes in the recipient's language using a generic B2B convention prompt — just without the deep market-specific rules. More languages are added as we learn each market's B2B email norms.

Multilingual countries — city-level overrides

Some countries don't speak one language. Belgium has French, Dutch, and German communities. Switzerland has four official languages. Canada has English and French. Italy's South Tyrol is German-majority. Sendie handles these with city-level language overrides that take priority over the country default — so an "Antwerp" recipient gets Dutch even though Belgium's default is French, and a "Geneva" recipient gets French even though Switzerland's default is German.

Title-aware tone — register adapted per seniority

Even with perfect cultural conventions, a strategic outcome-led email lands with the C-suite where the same words land flat with a frontline engineer. Sendie classifies each recipient's job title into a seniority tier and injects tier-specific tone guidance into the AI prompt alongside the cultural rules.

⚙Advanced Filters

Click ⚙ Advanced filters in the mapping card to access optional recipient filtering rules applied before generation.

🚀Send

The Send tab launches the campaign you set up in Create through your configured SMTP server. A live dashboard tracks progress in real time.

What Send actually does

When you hit launch, the server pulls the campaign by id, renders each recipient's subject and body in memory from the campaign row, and pipes that job list straight to the sender subprocess. Nothing touches disk — no .eml files, no staging folder, no ZIP. The recipient list is the campaign's recipient list.

Readiness checklist

Before launching, Sendie shows a checklist confirming: a campaign is loaded, SMTP host and port are set, and at least one sender account has a password. All three must be green before the Start button is enabled.

Live dashboard

Once sending starts, a ring progress chart and mini stat cards show Sent, Failed, Rate/min, and ETA — updated live via server-sent events. A collapsible log shows each send event as it happens.

Pre-flight check

Click 🔍 Run Checks before launching to scan the loaded campaign for common issues: missing passwords, malformed recipient addresses, unresolved merge tags, and sender / SMTP mismatches.

Monthly send cap

Every plan includes a generous monthly outbound send cap (Free 500 · Starter 15,000 · Growth 75,000 · Scale 300,000 · Enterprise unlimited). Sending is enforced at three layers so you can't accidentally exceed it:

• Pre-flight refuse — if you're already at cap when you click 🚀 Start Sending, the dispatch never starts. You'll see a modal with options to upgrade or wait for the next month's reset.
• Partial-warning modal — if the campaign's recipient count is bigger than the remaining cap, we surface a confirmation: "You have N sends left this month, but M recipients are in this campaign. We'll send the first N and stop." You can cancel, see plans, or confirm the partial send.
• Mid-flight kill switch — if a running send crosses the cap (e.g. you upgraded mid-batch and the cap math changes), the subprocess is cleanly terminated and a cap_reached SSE event surfaces the upgrade modal. Unfinished recipients wait for next month or upgrade.

The counter rolls automatically on the 1st of each calendar month — no cron, no surprise. Your send-status is reachable from any pane via /account/send-status (the topbar credit chip will show send remaining alongside credits in a future release).

🔌SMTP Setup

Sendie sends through any standard SMTP server using SSL/TLS on port 465. Enter your SMTP host, port, and one or more email+password pairs.

SMTP credentials format

Enter one account per row in the format email : password. Use the 📋 Bulk paste option to paste multiple accounts at once. Passwords containing colons are supported — only the first colon is used as the separator.

sender1@company.com : apppassword1
sender2@company.com : apppassword2
sender3@company.com : apppassword3

Recommended providers & daily limits

Testing SMTP

Use the 🔌 Test SMTP Connections button to verify credentials without sending a real campaign. Optionally enter a test recipient address to confirm delivery end-to-end.

Pacing & concurrency

Configure Max Workers (parallel senders), Min/Max Delay between emails (seconds), and Daily Cap per account to stay within provider limits and avoid triggering spam filters.

💾Send Profiles

Send profiles save a complete sending configuration — SMTP server, credentials, pacing settings, and daily caps — as a reusable named preset.

Create a profile by clicking + Save as Profile in the Send tab after configuring your settings. Load it next time with one click instead of re-entering all credentials. Profiles are stored in the database and persist across sessions.

🔁Sequences

A sequence is a scheduled, multi-step campaign. Step 1 fires at the chosen start time; follow-ups fire automatically after a per-step delay. Recipients who reply along the way are skipped from the remaining steps.

When to use sequences

Use a sequence whenever your outreach needs more than a single send to land. Common patterns:

• Cold outreach cadence — initial pitch, follow-up after 3 days, final nudge after 7.
• Event reminders — invite, week-of reminder, day-of reminder.
• Schedule-only — a 1-step sequence with no follow-ups is just a scheduled send.

Creating a sequence

Go to 🔁 Sequences in the sidebar and click ＋ New Sequence. The modal asks for:

• Sequence name — internal label only (recipients never see it).
• Start date · time · timezone — when Step 1 fires. Timezone defaults to your browser but can be set per sequence.
• Recipient source — a saved List or an uploaded CSV. Merge tags ({{Name}}, {{Company}}, etc.) work the same as in Create.
• Sender accounts & SMTP — same pre-fill from Create and Send Profiles. Distribution across senders applies.
• Step 1 — subject & body — the first email, written exactly like a Create campaign.

Adding follow-up steps

Click ＋ Add follow-up step in the New Sequence modal to chain more emails. Each follow-up has its own:

• Delay — e.g. "3 days after Step 1", "7 days after Step 2". Delays are relative to the previous step's send for that recipient, not the sequence start.
• Subject & body — independent from earlier steps, but the same merge tags resolve.

Steps can be reordered or removed before you activate the sequence.

Reply detection

When a recipient replies to any step, all remaining steps for that recipient are automatically skipped. Replies are detected via IMAP polling on the sender accounts you configured. You can also mark a recipient as replied manually from the sequence detail modal — useful if a reply came in via a different channel.

Reviewing a running sequence

Click any sequence in the list to open its detail view. For each recipient you'll see:

• Which step they're currently on (Sent, Scheduled, Replied, Skipped).
• The next scheduled send time.
• Per-step status timestamps.

From the same view you can mark replied manually, skip a recipient entirely, or pause the whole sequence.

📄Template Library

Save your subject line and email body as a named template. Load any template back into the editor in one click.

Saving templates

Use Ctrl+S to save over the currently loaded template, or Ctrl+⇧+S to save as a new named template. The 💾 Save button in the Create toolbar does the same. Use the ▲ arrow next to Save for more options.

Loading templates

Click 📂 Load in the Create toolbar or press Ctrl+L. If both the current content and the template have a subject line, Sendie will ask which to keep. The body is always replaced.

🕓Campaign History

Every campaign you create is automatically saved to history with subject, stats, sender list, and timestamp.

From the Campaign History tab you can:

• ↺ Reload — restore the campaign's settings back into the Create editor
• 📦 Export as ZIP — for review or archive only. Server renders every recipient's message in memory, packs the .eml files into a ZIP, and streams the download. Use it to archive a snapshot of every message that was rendered, or to review merge-tag output before sending similar campaigns in future. This is not part of the send flow — Send dispatches the campaign directly from the database, it does not consume an exported ZIP.
• 🗑 Delete — remove the history entry (does not affect the Emails Made lifetime counter)

🚫Block List

The block list (suppression list) holds email addresses that are automatically excluded from every campaign you build and send.

Adding addresses

Add addresses manually — one per line — with a reason (Unsubscribe, Bounce, Spam Complaint, Manual, Other). Or bulk import via CSV: any column named email, or the first column if no header matches, is imported automatically.

How it works

As you build a campaign, every recipient email is checked against the block list. Matching addresses are counted in the Blocked column of the stats strip and dropped from the campaign's recipient list before Send ever sees it. No manual review is needed.

Managing the list

Search by email or reason from the Block List tab. Remove individual entries or clear all with 🗑 Delete All. Bulk import via CSV keeps your list in sync with your CRM or ESP unsubscribe exports.

📋Audit Log

A chronological record of every significant action in the Studio: logins, campaign generations, template saves, profile changes, and block list modifications.

Filter by keyword or time period (Today, Last 7 days, Last 30 days). The log is read-only and is stored server-side in the database. It persists indefinitely — clear the database manually if you need to remove old entries.

📍Row Bookmarks

Sendie automatically saves your Start Row and End Row position for each CSV file you work with, so you never lose your place in a large list.

How it works

Whenever you adjust Start Row or End Row, the values are saved to your browser's local storage keyed by the CSV filename. When you upload the same filename again in a future session, a blue banner appears offering to restore your previous row range with one click.

Managing bookmarks

Go to Account → 📍 CSV Row Bookmarks to see recent bookmarks, or click Manage Bookmarks to view and delete all saved positions.

👤Account & Stats

The Account tab shows your profile, live usage statistics, data export options, and password management.

Account Stats

Data Export

Download your templates, campaign history, or block list as JSON at any time. Useful for backup or migration to another instance.

Change Password

Enter your current password and a new password (minimum 6 characters) and click Update Password. Passwords are stored as bcrypt hashes — they cannot be recovered if forgotten, but can be reset via the login screen.

✦Credits & Billing

Credits are Sendie's pay-per-action currency. They unlock verified email addresses for prospects in People and Companies. Every new account starts with 100 free credits — no card required.

How credits work

One credit balance, spent on whatever you need. The cost varies by action:

Email verifications draw from a separate free monthly quota first (Free 200, Starter 2,500, Growth 10,000, Scale 50,000). Credits only kick in for verifications once that quota's spent — at the bundle rate of 1 credit per 10 verifications. See the Verify & Enrich docs for details.

Once you've unlocked a contact's email, it stays unlocked for your account forever — no re-charging on re-render, re-add, or new session.

Topping up between subscriptions

Click the + button next to the credit chip in the topbar (or ✨ Get more credits on the Billing card) to open the top-up modal. Four fixed packs are available:

• 100 credits — $10 ($0.10/credit) · Quick top-up
• ★ 500 credits — $40 ($0.08/credit, save 20%) · Most popular
• 2,000 credits — $140 ($0.07/credit, save 30%) · Best value
• 10,000 credits — $600 ($0.06/credit, save 40%) · For a one-off campaign push

Need a different volume? The modal also has a Custom row — type any dollar amount or credit count and the per-credit rate auto-tiers to match the closest fixed pack. Minimum $5 / 50 credits.

Where to see your balance

• Topbar chip — the ✦ pill next to the search button shows your live balance from any pane. It pulses red when you're at 10 credits or fewer.
• Account → Billing & Credits card — the big number plus a usage breakdown, recent activity log, and (soon) payment methods.
• Avatar menu → 💳 Billing & Credits — one-click jump to the same Account card from anywhere.

Reading the usage breakdown

The Billing & Credits card groups every credit movement by reason:

• 🎁 Welcome bonus — your initial 100-credit grant.
• 👤 Email reveal · person — single 1-credit reveal from a People row.
• 👥 Bulk reveal · people — multi-credit charges from Add-to-List flows.
• 🏢 Email reveal · company — single 1-credit reveal from a Companies row.
• 🔄 Monthly refresh — paid plans (when Stripe lands) reset to the plan's monthly grant on each billing cycle.

Green amounts are grants (credits added). Red amounts are spends (credits removed). The recent activity log keeps the last 20 transactions for quick audit.

Insufficient credits

If a reveal action would take you below zero, the server rejects the request with a 402 Payment Required and the app shows a toast telling you exactly how many credits you need vs. how many you have. Nothing partial happens — either the full reveal goes through or nothing does.

Payment methods (coming with Stripe)

The Billing & Credits card has a placeholder where your card info will appear once Stripe billing is live. Until then, the only way to top up is to upgrade to a paid plan when it opens (use ✨ Upgrade in the topbar to join the waitlist for early access).

⌨Keyboard Shortcuts

All shortcuts use Ctrl on Windows/Linux and ⌘ on Mac. Number keys and arrow keys only fire when you are not typing in an input field.

Actions

Navigation

Block List has no keyboard shortcut — reach it via the sidebar or ⌘+K global search.

📤Data Export

Export all your Sendie data as JSON for backup, migration, or analysis.