Help Center

Getting Started

What should I do first after signing up?

Start by completing your company assets in Settings (main category, product lines, ICP profile) — this makes later filtering and outreach material more accurate. Then import a batch of leads, or use Lead-Gen to surface buyers from one line, and run the full loop.

What do I get on sign-up?

Sign-up grants 100 credits and a free trial with no time limit, no card required — enough to run the full flow from discovery to quoting before you decide to buy.

Discovery & Leads

How do I find target buyers?

Two ways: use Lead-Gen to describe your ideal buyer in one line and let AI surface matching factories and brands; or import a trade-show / buyer-list CSV, which is deduped and stored automatically.

I imported many leads — how do I filter before spending?

The leads page has a “⚡ Pre-filter” button: a rule-based, three-layer filter (reachable / country / category) that tags and archives obvious misses for free, so scarce API spend goes to the survivors.

What does enrichment do?

Three chained steps: ICP score first, then for leads past the gate (>=40) find decision-maker contacts (emails verifiable) and run deep company research. Progress is persisted and resumes on failure. Pull customs import-export records from the detail page when you need proof of trade.

Outreach & Replies

How are emails generated? Will they make things up?

Outreach uses RAG to pull from your catalog and knowledge base, so specs, MOQ and cases come from your real material — nothing fabricated — and it supports multiple languages. AI drafts, you review and edit, then send for real (single or batch).

How do I follow up after a reply?

Gmail replies are pulled back and auto-classified into 6 intents (interested / sample / rejected / out-of-office / referral / neutral). When a warm reply lands, mark the lead a customer in one click. Each customer has one timeline threading outreach, replies, quotes, samples and orders.

Quotes & Orders

How is a quote calculated?

Use the wizard-style quoting tool: the cost engine handles Incoterms EXW→DDP, tiered pricing and a live margin view, items pull from your catalog with images, and the PDF carries your own company letterhead (multiple billing entities supported).

How does it go from quote to close?

Quote → sample → e-signed contract → order → shipment. Once an order is confirmed, the customer is automatically written back to won, so nothing is scattered across spreadsheets.

Account, Team & Billing

How do I invite teammates?

On the Team page, invite members up to your plan’s seats via email; they activate and set a password. Roles (owner / member, etc.) carry different read-write permissions, and teams are row-level isolated from one another.

How are credits spent? Are daily actions charged?

Only scarce actions with real external cost spend credits (email lookup, website scraping, AI calls, sending, etc.). Browsing, lists, manual entry, status changes, quotes and contracts are free. See “How credits are spent” on the pricing page for unit prices.

Which payment methods are supported?

Alipay and WeChat Pay, with invoices, confirmed at checkout.

Data & Security

Is my customer data safe?

Each team is row-level isolated (RLS); other accounts cannot see your leads, research or outreach. Your uploaded and generated content is used only to perform features for you, never made public, and never used to train a model offered to the public. See the Privacy Policy.

Still need help?

Email: kevin@reachoai.com · Telegram: @kevinlee1987 · WeChat: Kevin-AI-Studio.