Email & Outreach
Connect email, create and test templates, use the AI Assistant, and run Outreach where available.
- Email setup: Outlook, Gmail, and CVViZ sending optionsConnect an eligible mailbox, check email versus calendar setup, and reconnect when required.
- Configure your email signatureSave your personal email signature, insert it through supported template variables, and check the result before sending.
- Create email templates, insert merge fields, and send a testPrepare reusable messages, choose supported variables, and test safely before saving.
- Configure reply-to settingsChoose a reply-to email and sender name, review the actual sending workflow, and distinguish preferences from Outreach reply capture.
- Choose email and in-app notificationsSet your personal notification channels and candidate-event preferences.
- Connect Google or Microsoft Outlook CalendarConnect an available calendar provider, choose calendar and working-hours settings, and distinguish calendar setup from email access.
- Create, assign, and complete tasksUse My tasks and All tasks, control visibility, and manage completion and due dates.
- Understand Outreach sequences and cadencePlan emails and follow-ups, sending windows, replies, suppression, and credit usage.
- Create and start an Outreach sequencePrepare recipients, messages, a sender, and a schedule, then review before starting.
- Manage Outreach replies, suppression, and sendingUnderstand reply stopping, sending windows, pause/resume, and archive/restore.
- Draft and improve an email with the AI AssistantGenerate, review, and insert suggested wording before sending.