The Senders list
Senders lists every connected account with its status, health, profile quality score, warm-up level, proxy country, client, working hours, last sync, and today’s usage (used / cap). A count turns amber once the day’s cap is reached. Filter by channel, status or client, and click a row to open the sender. The channel chips only show channels the workspace has senders on. What “today’s usage” shows depends on the channel:
To add an account, click Connect sender. Guides: LinkedIn, Instagram, WhatsApp and mailboxes.
Statuses
The sender page
Each sender has the tabs Overview, Profile, Insights, Activity, Schedule, Budgets, Events, Settings, Session and Danger. Only Owners and Managers see the Danger tab. The Profile and Session tabs appear on LinkedIn senders only. The Session tab holds the session-cookie options, including the Chrome extension pairing token. The Senders page has two views, Accounts (the list below) and Profiles, which covers profile changes, templates and experiments across all senders. See Profile Studio.Overview
- Connection: provider, how it’s signed in, last sync, last disconnect, reconnect attempts, and rejections in the last hour (shown in red at 3 or more). Badges show a pause after a warning, an automatic pause, or the WhatsApp quiet period (Outreach starts in …). Managers get these buttons:
- Refresh profile: updates the sender’s details shown on this page (name, photo, connections or followers count, Premium / Sales Navigator / Recruiter). Use it after you change your profile. It does not touch the inbox.
- Refresh conversations: re-imports this account’s conversations so the inbox catches up. Use it when messages look missing or stale, or after reconnecting. New messages arrive over the next few minutes; one press is enough.
- Recheck health: recalculates the health score straight away instead of waiting for the hourly check. Useful after fixing a problem, for example a reconnect.
- Schedule today’s actions: schedules the sender’s remaining actions for today right now, from its active sequences and within its schedule and daily limits. The planner already does this every 20 minutes while the sender is inside its working hours, so you only need it when you have just enrolled leads, changed the schedule or reconnected and do not want to wait. Safe to press more than once: it only fills capacity that is still free.
- Health: the overall score and six sub-scores. See Health score.
- Profile: warm-up level, connections, plans (Premium, Sales Navigator, Recruiter), timezone and the current Proxy country (read-only). Instagram senders show Followers and their Handle instead. WhatsApp senders show the Number and its Number age confirmation.
- Details: display name, client and owner email.
- Upcoming actions (the next 20) and Recent actions (the last 20, including any error codes).
- Why isn’t this sending? runs a full diagnosis (caps, schedule, health, leads) and answers in plain words.
- A running dry notice when the sender has fewer than two days of new leads, with Enrol more leads and Add an auto-enrol rule.
Instagram, WhatsApp and email senders
Instagram, WhatsApp and email senders have the same tabs as LinkedIn ones, except Profile and Session, which are LinkedIn only. What differs:
Instagram warning. When Instagram flags automated behaviour, the sender pauses for 48 hours and drops one level. The banner shows Instagram’s exact wording, and a manager can click Resume anyway after confirming.
WhatsApp number age. The Number age card on the Overview tab shows the months in use and the date it was confirmed. If it’s missing, the sender stays at level 0 until a manager confirms the number is at least 6 months old. Managers can update it there.
Email. A mailbox has its own working hours, and it can belong to a LinkedIn sender so an email step can use all of that person’s mailboxes. See How to Connect a Mailbox.
See How to Connect an Instagram Account, How to Connect a WhatsApp Number and Channel Limits & Restrictions.
Profile
Edit the sender’s LinkedIn headline, About, photo, cover, location, experience, education, skills and custom link, with a live preview, the profile quality score, pending changes and a history you can revert from. The score also shows as a badge next to the sender’s name. See Profile Studio.Insights
Headroom, LinkedIn limit hits, acceptance trend and network growth over 30 days, the warm-up ladder with the date the next level can unlock, a chart of invitations against the cap that applied each day, and written recommendations. See Sender Insights.Activity
A per-sender activity report: what it sent, what came back, and how that compares with the period before.Settings
Mailboxes have more: Belongs to, Signature, BCC to CRM and Track opens and clicks on manual replies. See Email deliverability.
Voice clips
A sender used in a voice-note step records its own clip from within the sequence builder, up to 60 seconds. A sender with no clip skips the step.Reconnecting
When a sender shows Re-login needed, all its actions are held and a Reconnect sender task is created.1
Send a fresh login link
On the Overview tab, click Send re-login link. It’s emailed to the owner and shown on screen for 1 hour, with Copy and Open buttons.
2
Or retry with the stored cookie
If the sender uses the Chrome extension, click Retry cookie reconnect. The status updates within a minute.
3
Enter a verification code if LinkedIn asks
If LinkedIn asks for a security check (a 6-digit code by email or app), enter it under Verification code (LinkedIn checkpoint) and click Submit code.
Proxy country
Each LinkedIn sender’s traffic goes through a proxy in one country, pinned when the owner opens the sign-in link. The Profile card shows it read-only. Managers can move it from the Danger tab once the sender is connected, but only to correct a wrong pin: a move gives the account a new IP address, and every change is recorded in the audit log. See Proxy FAQ.Schedule
Set the sender’s timezone and working hours for each day of the week. See Sender’s Schedule Explained.Budgets
- Today: used, reserved and cap for each action type, in the sender’s local date. Reserved means already scheduled but not yet sent.
- Weekly invitations (LinkedIn): used out of 150 for the week, starting Monday.
- Manual caps: set a lower daily limit for any action. Leave a field empty to use the automatic value. You can’t enter a value above the platform ceiling, and a value above the level cap has no effect because the lower limit applies.
- Last 14 days of usage, and the Warm-up caps table with the current level highlighted.
Events
A timeline of status changes, health recalculations, proxy, schedule and cap edits, checkpoints and pauses. Use Show details to see the raw data for an entry.Danger
- Pause sender: stops planning new actions. Queued actions stay queued until you Resume. A sender paused for billing resumes by itself once the subscription is active.
- Change proxy country… (LinkedIn senders): moves the sender’s fixed proxy to another country. Use it only to correct a wrong pin, because the account gets a new IP address. See Proxy FAQ.
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Disable sender…: cancels every queued action, ends all live enrollments, and stops syncing. Conversations and history stay readable. You can also choose to:
- Delete the connected account (permanent)
- Purge stored secrets, such as stored cookies (on by default)