Help and guide

Press Create free account and fill in your name, company, work email and a password. Companies you revealed as a visitor move into your new account.

When you want to send emails or WhatsApp messages, choose a plan on Plans and pricing. Searching and 10 reveals are free.

Open Quick start from your Overview. Step 1, Your business: type your website and press Read my website. We read a few public pages and work out what you sell.

Step 2, Buyers: pick up to 3 types of buyer (or type your own) and press Find these companies.

Step 3, Reveal: press Reveal the best 50. You see how many credits it uses before anything is spent.

Step 4, Emails: AI writes 3 short emails, a first email and two gentle follow-ups, in English, Bahasa Malaysia or 中文.

Step 5, Mailbox: connect the email address you send from. This step is skipped if you already have one.

Step 6, Start: read your first email, press Edit email to change anything, then press Start sending.

Go to Find companies and describe what you sell and who buys it, for example “We supply tiles. Find contractors and interior designers in Penang”.

Add places in the Where box: whole countries, regions or cities, up to 25. Places you type in your sentence appear there by themselves as dashed tags; press × on a tag to leave that place out.

Press Find companies. Company names stay hidden until you reveal them, but you see how many match and what each one has.

Narrow the list with the filters: All, Has email, WhatsApp, Buying signal and Not revealed.

Press Save search to keep it. On paid plans the button says Save and check daily: we check again every day and flag new matches in your sidebar.

Press Reveal on a company, or tick several and press Reveal in the bar at the bottom. You see the cost before you confirm.

One company uses one credit. A company you revealed stays revealed while you are subscribed and never costs a second credit.

The free account gives 10 reveals in total, with no card needed. Paid plans get a monthly allowance: Starter 300, Growth 800, Pro 2,000.

There is also a daily limit (Starter 40, Growth 100, Pro 250 a day). It resets at midnight.

Monthly reveals renew on your billing date. Up to one month of unused reveals carries over. Stay 3, 6 or 12 months and your monthly reveals grow by 10%, 20% or 30%.

Contact details wrong? Open the company and press Report wrong contact. Choose what was wrong: Email bounced, Wrong person, Company closed, Wrong phone number or something else.

Every company you reveal appears in Pipeline.

Use the tabs to see one stage at a time: New, Contacted, Replied, Meeting booked, Quoted, Won and Not a fit.

Click a company to open it. Choose its stage and write notes, for example “Called, asked for catalogue, follow up Friday”. Notes save when you click outside the box.

To change many at once, tick them and choose Move to stage in the bar at the bottom. The same bar has Email with AI, WhatsApp and Add to flow.

Press Export new reveals to download a CSV file of companies you revealed since your last export. Each paid plan includes a number of export rows a month.

Go to Mailboxes and press Add mailbox. Type the email address you send from and press Continue. We find the right settings for you.

Gmail or Google Workspace: press Open 2-Step Verification and turn it on, then press Open App passwords and create one called “BossLead”. Paste the 16 letters and press Test and connect. Your normal Google password will not work here.

Microsoft 365 or Outlook: press Sign in with Microsoft and approve on Microsoft’s own page. We never see your password. If your IT team blocks this, choose Use a password instead.

Zoho and other providers: type the mailbox password (or an app password if you sign in with a code on your phone) and press Test and connect. If the test fails, Advanced settings lets you type the server details yourself.

Adding lots of mailboxes? Press Add many and upload or paste a list: email, password, then optionally sender name and daily limit. Download template gives you an example file.

Next comes the Domain check for SPF, DKIM and DMARC. Copy each missing record with Copy and add it where you manage your domain, usually where you bought it (such as GoDaddy, Exabytes or Cloudflare). Then press Check again.

Go to Flows and press New flow. Choose Write it with AI or Start from scratch.

With AI: say what you want from the emails (for example “Book a short call”), what you offer and who you are writing to. Pick the number of emails (2 to 5), the tone and the language, then press Write my flow. AI only uses what you tell it.

On the Build tab, drag steps onto a + in the flow: Email, Wait, Condition (splits into Yes and No), Set stage and End. Click any step to edit it.

In an email step, Write with AI can Write, Improve, make it Shorter or Make version B. Version B is an A/B test: half the companies get A, half get B, and you see which gets more replies.

Check your email with Preview (using a real company) and Send a test to my email.

On the Settings tab choose What starts this flow (Companies I add, Every company I reveal, or When a company moves to a stage), the sending days and hours, the mailboxes to send from and the most new companies to start each day.

Add companies: tick them in Pipeline or in search results and choose Add to flow. Then press Turn on.

Open Inbox. New replies are collected about every 15 minutes. Refresh reloads the list.

Use the views on the left: All, Unread, Interested, Not now, Not interested, Unsubscribed, Auto-replies, Bounces, Sent, no reply and Archived. Search, or pick one mailbox, at the top.

Open a conversation to read the whole thread.

Label it Interested, Not now or Not interested. Interested also moves the company to Replied in your pipeline.

Type your answer and press Send reply (or Ctrl+Enter). It goes from the same mailbox, in the same email thread.

Open company shows the company with its stage and notes. The archive button tidies your list.

Tick revealed companies in Pipeline or in your search results.

Choose Email with AI or WhatsApp in the bar at the bottom.

Email with AI writes a first message and up to three follow-ups, with a personal opening line for each company. Read them and change anything before you launch.

WhatsApp works in two ways: From my phone (we write each message, you open each chat and press send yourself) or WhatsApp Business API (sent for you with a Meta-approved template).

Follow progress on the Campaigns page: reached, replies and opt-outs.

Open Account and find WhatsApp connection. Press Connect WhatsApp with Facebook and follow Meta’s steps to choose your business and WhatsApp number.

Under Message templates, press New template. Describe your offer and press Write it for me (or I will write my own), check the preview, then press Submit for approval.

Meta reviews each template, most within minutes and some within a day. We email you when it is approved or rejected. Only approved templates can start a chat.

Collect opt-ins: people must agree to hear from you. By default, API campaigns only go to people who messaged you first or scanned your click-to-chat QR code.

Under Click-to-chat QR code, enter your number and the message people send you, then press Download SVG or Download PNG. Put it on flyers, name cards, your website or ads.

Start a WhatsApp campaign from your pipeline and choose WhatsApp Business API.

Open Results in the menu (or press See results on the This week card on your Overview).

Choose This week, This month or Last 30 days. You see emails sent, replies, interested, meetings, deals won and reply rate, compared with the period before.

Highlights show your best flow, the subject line with the most replies and one tip from your own numbers.

Under Share your results, press Share on WhatsApp, Download picture, or copy text for LinkedIn or Facebook. Customer names are never shown, and your invite link is added.

Every Monday morning you get a weekly report by email. Switch it off, or also get it on WhatsApp, in the Weekly report card on the Account page.

Open Invite & earn. Press Copy link, or share straight to WhatsApp, Facebook, LinkedIn or email.

Your friend signs up with your link within 60 days.

When they pay their first invoice, you both get one month free.

Follow who signed up and who earned a reward under Your invites.

Open Plans and pricing and choose a plan: Starter USD99, Growth USD199 or Pro USD299 a month. If you see Yearly, it gives 2 months free.

Upgrades start straight away. You only pay the difference for the rest of the billing month.

To downgrade, cancel, change your card or download invoices, press Billing on the Account page. It opens the secure Stripe billing page.

Downgrades and cancellations take effect at the end of your billing period.

After you cancel, paid reveals, flows and campaigns pause and the loyalty bonus resets. Your pipeline, notes and saved searches are kept for when you come back.