Predylo — Marketing & Sales Documentation

Welcome to Predylo, the zero context-switch outbound workspace for B2B sales and marketing teams.

What is Predylo?

Predylo helps marketing and sales teams:

• Qualify leads — Smart ICP (Ideal Customer Profile) and reachability scoring so you focus on the right people
• Draft outreach — AI-generated, context-aware emails and InMail tailored to each lead
• Approve & send — One place to review drafts and send emails without leaving the app
• Track replies — All replies land in Lead Inbox with full conversation threads
• Follow up — Automated follow-up sequences with “Due Today” queues, plus custom cadences
• Call from the browser — Built-in dialer with recording and AI summaries
• Manage pipeline — Kanban deals board from first touch to close
• Collaborate — Comments, @mentions, tasks, and notifications

No more switching between Apollo, Gmail, HubSpot, and Notion. Everything you need for outbound lives in one workspace.

Help sections

Browse documentation by area:

Getting Started

• Getting Started — End-to-end outbound workflow
• Dashboard — Daily command center
• My Work — Your tasks, follow-ups, and owned leads

Daily Work

• Managing Leads — Scores, detail, conversation threads
• Lead Ownership — Assign and filter by owner
• Tags & Segments — Organize and filter lead lists
• Lead Inbox — Replies, follow-ups, pending approvals
• Approvals — Review AI drafts before send

Prospecting

• Research Hub — Company and people research
• Discovery Queue — Inbound email lead staging
• Lead Co-pilot — Automated ICP-matched prospecting

Outreach

• Campaigns & ICP — Classic campaign setup
• Campaigns V2 — Company-first Apollo sourcing
• Sequences & Cadences — Multi-step outreach
• Dialer — Browser calling and call logging

Pipeline & Analytics

• Deals Pipeline — Kanban stages and deal value
• Analytics Overview — Org metrics and engagement
• Team Performance — Per-rep stats (admin/owner)

Collaboration

• Comments & @Mentions — Internal lead discussion
• Notifications — Bell, types, and prefs
• Reminders & Meetings — Tasks on leads
• Duplicate Leads — Detection and merge

Settings

• Organization Settings — Org profile and signature
• Profile & Notifications — Personal prefs and digest
• Team & Roles — Invites and permissions
• Integrations — Slack, Twilio, Resend
• API Keys — Anthropic, Serper, Apollo

For Marketing Teams

If you’re in marketing, you can use Predylo to:

• Run targeted outbound campaigns aligned with your ICP — classic or V2 company-first
• Ensure every lead gets personalized, compliant outreach via Approvals
• Monitor reply rates and engagement from Analytics
• Keep messaging on-brand with org profile and email signature in Settings

For Sales Teams

If you’re in sales, you can use Predylo to:

• Prioritize the best leads with dual scoring (fit + reachability)
• Get AI-drafted emails that reference real signals (job changes, funding, hiring)
• Approve and send directly — no Gmail tab
• Manage follow-up sequences and cadences so no lead goes cold
• Call from the browser with automatic activity logging
• Track deals on the pipeline board
• Start each day from My Work and the Dashboard

Next Steps

New to Predylo? Start here:

1. Getting Started — Set up ICP, campaigns, and your daily rhythm
2. Dashboard — Morning routine: follow-ups, activity, metrics
3. Managing Leads — Scores, detail page, and conversation thread

Need admin setup? Owners and admins should configure API keys and invite the team first.