Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
What Owners, Managers, Members and Client viewers can see and do.
| Role | In short |
|---|---|
| Owner | Everything, including billing, members and webhooks |
| Manager | Senders, sequences, leads and exports |
| Member | Leads, tasks and the inbox, optionally limited to certain clients |
| Client viewer | Read-only inbox and stats for their own client |
| Owner | Manager | Member | Client viewer | |
|---|---|---|---|---|
| Billing, members | ✓ | |||
| White-label: branding and custom domains | ✓ | |||
| Workspace behavior settings | ✓ | |||
| Connect, pause and disable senders; edit schedules, caps and proxy | ✓ | ✓ | ||
| Build, publish, activate and archive sequences | ✓ | ✓ | ||
| Manage clients and blacklists; delete stages | ✓ | ✓ | ||
| AI variables, AI provider key, email finder keys | ✓ | ✓ | ||
| Tracking domains, booking webhooks | ✓ | ✓ | ||
| API keys, webhooks, CRM integrations | ✓ | ✓ | ||
| Report schedules | ✓ | ✓ | ||
| Export CSVs; view the audit log | ✓ | ✓ | ||
| Import, edit, tag and enroll leads; work tasks | ✓ | ✓ | ✓ | |
| Approve AI-written lines | ✓ | ✓ | ✓ | |
| Recover failed leads | ✓ | ✓ | ✓ | |
| Read the inbox | ✓ | ✓ | ✓ | Own client |
| Reply in the inbox | ✓ | ✓ | With can reply | With can reply |
| Reports | ✓ | ✓ | ✓ (scoped) | Own client, no Cost tab |
