Guides
How each part of ZeroReach behaves, from finding leads to closing deals.
ZeroReach follows a lead through five stages: Find, Engage, Meet, Close and Know. These guides explain what each feature does, the rules the server enforces, and the endpoints to use.
Leads and lists
Leads, companies, CSV imports, enrichment, saved lists and segments.
Discovery and signals
Find companies that match your ideal customer, and act on buying signals.
Campaigns and sequences
Multi-step sequences, enrolling leads and how the runner sends.
Approvals and autonomy
What needs a person's approval, and what each agent may do on its own.
Email and inbox
Mailboxes, sending limits, deliverability and how replies are handled.
Calls and the voice agent
How calls are placed, the call flow and the checks before every dial.
Compliance
Consent, suppressions, calling windows, caps and contact pressure.
Meetings and memory
Meeting prep, the knowledge base and what ZeroReach remembers.
Deals and forecast
Pipelines, deals, the deal room and the forecast.
Credits and usage
AI credits, budgets and limits.
Webhooks
Outbound events and the inbound lead webhook.