Guide
Intelligence: scoring, analytics, AI briefs
The Analytics page (Hunter and Apex plans) is the analytics suite, with lenses for Outreach (send/open/reply performance), Pipeline (deal movement and win probability), Prospects/Market (where your contacts come from and which segments convert), and Team. Win rate means different things in three places: in Analytics it is the share of stage changes that moved a contact to Converted (last 30 days on the Overview, the chosen period on Pipeline); on the Deals tab in Workspace it is deals won against deals won or lost, all time; on the Dashboard Deals card it is the same deal win rate, for deals with a close date in the month shown. The Intelligence page is its sibling hub, holding Signals, Audiences, the Engagement Leaderboard, the ICP Builder and an Insights dashboard. It needs the Analytics & Reports permission; the Audiences tab also needs Add Prospects, and the Ad Audiences tab needs Advertising Audiences or Edit Contacts. On top of the analytics dashboards: automatic lead scoring ranks contacts by engagement (replies, pipeline stage, opens, logged calls, website visits and recency) on a 0 to 100 scale, with the full ranked list on the Hot Leads tab of Analytics. By default a contact scoring 70 or more is Hot and 40 or more is Warm, and admins can change both cutoffs under Settings, Hot lead score thresholds (the change applies workspace-wide, including the badge in the contact drawer); anomaly alerts run a daily check and email your superadmins when a metric moves unusually enough to be critical, and each finding in that email says what it means, what to do about it, and what happens if you leave it, so a bounce spike is never presented like a quiet week for conversions; and AI briefs summarise what changed and what to do: the weekly outreach brief is generated and emailed to the workspace owner automatically at no charge, and the pipeline, market and forecast briefs are generated on demand for 5 AI credits each. What sets this apart from generic sales AI: it runs on your own data, not a database we sell you. The ICP learns your winning-customer profile from your own converted contacts and won deals, describes the pattern (for example "your wins cluster in computer programming, 11 to 50 staff, under 10 years old") and flags monthly when it drifts. The scores are deterministic, unit-tested math, so every deal-win-probability breaks down into the factors that moved it (stage, engagement, close-date slip) with no invented numbers, and the briefs are built strictly from your data. It also tells you when not to send: a reply stops that prospect's sequence the moment it is detected, and anomaly alerts catch a bounce spike or reply collapse early.
Inside the app, click the help button (bottom corner on a computer, top bar on a phone) to ask the assistant or leave a message for our team.