Resources — FAQ
Questions we get asked before people start, answered properly.
Everything here describes what the product actually does. If something is not shipping yet, it says so.
Topic
13 questions
What is the Copilot, and how much does it actually do on its own?
You describe who you want to reach in a sentence. The Copilot turns that into a written plan — who qualifies, what every row will contain, and what the run will cost — and then does the work: searching, enriching, verifying, and drafting the outreach. The things it cannot undo wait for you. Launching a campaign, deleting leads and sending a test all stop and ask first, with a plain description of what is about to happen.
- Plans the work and shows you the price before it starts
- Anything irreversible waits for your confirmation
- Long searches run in the background, so you can close the tab
Is it safe to let an agent run campaigns and send email?
It cannot send anything you have not approved. Before a campaign can launch, the compliance checks have to pass: a physical address on the send, an unsubscribe link in the body, one-click unsubscribe headers, a valid sequence, and the mailbox limits you set. If something fails, the launch does not proceed. Once a campaign is live, a reply, a bounce or an opt-out stops that lead's sequence automatically.
- Launch, pause and delete always require your approval
- Compliance is checked before a launch, not after a complaint
- Sequences stop themselves on a reply, bounce or opt-out
How is this different from a contact database like Apollo or ZoomInfo?
A database is a snapshot, and contact data decays fast — people change roles and companies constantly, which is why bought lists bounce. ColdBind searches the open web at the moment you ask, alongside B2B data sources, and reads what it finds for the current name, title, company and email. What comes back reflects the roles that exist now rather than the ones that existed when a record was last refreshed.
- Search runs live instead of returning a stored record
- Roles and companies read from source at the time of the search
- Every email verified before it reaches your list, not after it bounces
What does the 0–100 fit score mean, and where do the openers come from?
Every lead is scored against the description you gave, and the score arrives with a written reason so you can see exactly why it qualified — and disagree with it. Seniority is classified at the same time, so you can work only the decision-makers when the offer needs it. The opening line is written per lead from what the search actually found about that person or company. Use it as a variable in your sequence, or ignore it.
- A score with a reason attached, not just a number
- Seniority detected and recorded on every lead
- Openers written from real source material, not a template
How do you avoid emailing the same person twice?
New leads are checked against everything already in your workspace on email address, root domain and profile URL. Anyone who bounces, unsubscribes or is blocked manually goes onto a workspace-wide suppression list, so opting out of one campaign removes them from every other one. A reply stops the sequence that produced it, which means nobody gets a follow-up after they have answered you.
Why does sending need to be spread across several mailboxes?
Providers expect a single mailbox to send at a human rate, and pushing well past that is how a domain earns a reputation problem. Connect as many mailboxes as you need — Google Workspace, Microsoft 365 or your own SMTP — and give each one a daily limit that suits its age and history. Sends rotate across them within the days and hours you choose, spread out rather than fired in one block.
- A daily cap per mailbox that you control
- Sending windows set to the recipient's working hours
- Rotation across every connected account
What do SPF, DKIM and DMARC have to do with my campaigns?
They are the DNS records that tell a receiving server your mail really is from you. If they are missing or misconfigured, your email lands in spam regardless of how good the copy is. ColdBind checks all three from live DNS on every connected domain and reports the specific problem rather than a pass or fail. A mailbox whose bounce rate climbs past a safe threshold is paused before it becomes a damaged domain.
- SPF, DKIM and DMARC checked from live DNS
- The specific misconfiguration surfaced, not just a warning
- Automatic pause when a mailbox starts bouncing abnormally
How are my mailbox credentials stored?
Google Workspace and Microsoft 365 connect over OAuth, so your password is never seen or stored — only a token that you or the provider can revoke at any time. Custom SMTP and IMAP credentials are encrypted at rest, and the Copilot is confined to the workspace it is operating in, so it cannot reach another workspace's mailboxes or leads.
Do I still need a separate CRM?
Not for outbound. Deals move through stages you define, each with a win probability you set, so the pipeline value reflects how likely it actually is. Work the board when you are thinking visually, or the table when you are updating twenty deals at once. Every contact carries the campaign that reached them, their opens and clicks, the latest reply, the research that found them, and your notes on one timeline.
- Board and table views over the same deals
- Stage-weighted forecasting instead of a flat total
- One dossier per contact, from first search to latest reply
What does this replace, and what does it cost?
A typical outbound stack is a contact database, an enrichment tool, a sending platform, an inbox tool and a CRM — five subscriptions, five logins, and CSV exports holding them together. ColdBind does all five in one workspace. The Free plan includes 100 credits, a connected mailbox and 500 sends a month, which is enough to run a real campaign end to end before paying anything. Starter is $29 a month.
- Sourcing, enrichment, sending, replies and pipeline in one place
- No exports or webhooks between separate tools
- Free to start, then from $29 a month
How do credits work?
Talking to the Copilot is free. Credits are spent on work that gets delivered: a lead that was sourced, researched and verified, enrichment that returned a result, or an opening line that was written. The estimate is shown before you approve a run, and the ledger itemises what was actually spent afterwards — so a run that finds nothing does not quietly consume your balance.
- Chatting is free — you are charged for delivered work
- The cost is shown before you approve a run
- Every charge itemised in the ledger
Can I run several clients or projects side by side?
Yes. Each client or project gets its own workspace with separate mailboxes, lead pool, campaigns, pipeline and suppression list, and nothing crosses between them. You switch between them from one login, and each workspace's reporting is already scoped to it — so a client's numbers never include another client's activity.