English Β· Version 4.0.0
OpenOutreach User Guide
System introduction
OpenOutreach manages B2B prospects, importer intelligence, contacts, message drafts, and follow-up workflows. Independent safety gates control every real delivery function.
Quick start
- Open https://app.gansuorigin.com/admin/.
- Sign in with an administrator account.
- Confirm the company profile before opening CRM or Importer Intelligence.
- Keep Dry Run and Kill Switch enabled until delivery configuration has been reviewed.
CRM
Use the CRM menu to manage companies, leads, opportunities, and activity history. A company represents an organization; a lead represents a prospect or contact record.
Importer Intelligence
Review importer companies, website analysis, scores, and AI intelligence. Scores support prioritization and do not replace human verification.
Contacts
Record name, role, department, email, and verification status. Add only lawfully sourced contact details with a legitimate business purpose.
AI analysis
AI analysis structures public company information and proposes next steps. Mock mode does not call a paid API; operators must review all output.
Generate a draft, review it, and approve it. Only approved drafts can enter delivery. When safety gates remain closed, messages stay Blocked or in Dry Run.
Automation
Campaigns, sequences, and Celery schedule work. Review the audience, cadence, stop conditions, and delivery safety state before changing automation.
FAQ
Why is a message Blocked?
Dry Run, Kill Switch, SMTP, or recipient allowlisting is still in a safe state.
Why is AI analysis empty?
Check Mock mode, company data completeness, and background worker health.
Where are website inquiries stored?
They are stored in the persistent reports volume and do not trigger marketing email.