Getting started
They're the three workers behind your outreach, though most screens now describe them by what they do rather than by name — Email, Calling, Booking and Calendar invites are the labels you'll actually see, for instance on the toggle list behind “Your team” in the header. You do not have to hand them work lead by lead — you point them at a market and they work it. Each feature is still switched on, connected and paused individually.
Underneath, Sophie does the talking. She writes to the buyers you have found and answers what comes back, and she can ring people on your list. Claire handles your calendar and books meetings. Max sends calendar invites.
Sophie is the one who still goes by her name out loud: she introduces herself as Sophie when she answers your phone line or calls someone, on a Rocketship number — one comes with Mission Control, and on Launch or Frontier you add one for $5 a month. Calling and answering are not available on Free or Builder.
She does not answer your existing business line directly. If you want calls to that number to reach her, you forward it yourself at your phone provider — we can show you the code and confirm it worked, but we cannot set it up for you.
Which of these you have depends on your plan. A feature with nothing connected to it will not run, which is the most common reason people think nothing is happening.
An app is something you built — a site with a form on it. Publish it and that form collects leads; before then you can still work an app's leads by hand.
Leads arrive when someone fills the form in, and you can add more yourself: Find leads, Import CSV and Add Lead all sit in the Leads tab.
A workspace is a place to work a market. You describe who you sell to, we find those buyers, and the workers go after them. You do not need to have built an app to use one.
Both end up in the same place: a list of people, a pipeline, and workers doing outreach.
Your workers
Start with the sending line at the top of Today — it already checks most of this and links straight to the fix. If it doesn't explain it, work through these eight, in this order.
- 1Is Gmail connected? Today's sending line says so at a glance, or open Settings › Connected accounts and check the Gmail row — it says “Connect” if nothing is linked yet. If your workers are attached to an app, open that app's Workers page and look at the Google Account card instead.
- 2Is sending paused? The line under the workspace name says which, for example “Invites paused · everything else running”. Open Your team, in the header, and switch Email back on there, or press Resume on Today if everything is paused.
- 3Is the lead's campaign stopping it? A paused campaign stops sending completely, and even a running one only uses the channels switched on inside it — so a workspace can allow email while the campaign holding this lead has it switched off. Open Campaigns to check its status and switches, or open the lead itself — its timeline says so when this is the reason.
- 4Is it inside your send window? Emails only go out between the hours set in Settings.
- 5Is the mailbox new? A recently connected mailbox is deliberately ramped up slowly to protect it, so early volume is low on purpose — Today's sending line shows the warm-up day.
- 6Were the leads ever started? An imported list sits paused until you press Start outreach — the People list shows those leads as paused.
- 7Are you in Review mode? Then nothing goes out until you approve it. Check Needs you.
- 8Do the leads have email addresses? The People list shows how many are missing one.
Running out of Outreach leads does NOT stop email to people already on your list. That balance is spent when a list is imported or a lead arrives from your site — not when a message is sent. People you save from Find buyers come out of your Finder credits instead, and a contact you type in by hand is free. What running out stops is new people starting.
You connect your own Google account, so mail goes out from your real address and replies come back to your inbox.
- 1Open the workspace and go to Settings.
- 2In a workspace, open the Connected accounts card and find the Gmail row. On an app-attached Workers page the section is called Google Account instead.
- 3Press Connect on the right of that row. On an app the button says Connect Gmail.
- 4Choose the Google account you want mail sent from, and approve access.
If that row says Upgrade instead of Connect, email sending is not on your current plan yet. Reconnect just means Gmail is already connected — the address shows underneath — so only press it to switch accounts. If a connection has genuinely expired, Sophie stops sending and the Gmail row still shows the old address — press Reconnect. An app-attached Workers page also shows a red “Gmail connection expired” banner on its Leads screen; a workspace does not show one, so do not wait for it.
In a workspace, use Pause everything beside Your team in the header (an icon-only button, with no visible label, on a phone). It stops new emails, booking, invites and outbound calls.
If you are also running campaigns, that is a different scope. Pause everything, and each worker's own switch, always win and stop sending regardless of any campaign. Pausing a single campaign instead only stops sending to that campaign's own people — it keeps them claimed so nothing else can pick them up, but every other campaign and worker keeps running exactly as it was.
Three things can still happen afterwards. A confirmation or reschedule note tied to an invite someone has just answered can still go out. Anything already handed to Gmail is gone. And pausing stops us READING your replies — they still arrive in your inbox, but nothing is picked up until you resume.
On an app-attached Workers page the control is Pause All, in the status banner at the top — and it does not stop outbound calling or an already-running email campaign. Switch Calls off separately, and pause the campaign itself on the Email page.
The header button only says Resume when EVERYTHING is paused. To restart one worker in a workspace, open Your team and switch it on there — Sophie has separate switches for Email and Calls. On an app, use the toggle on that worker's card.
You can also pause a single lead if you only want to stop one conversation.
Moving a lead to Won or Lost also stops outreach for that lead, because both mean the conversation is over.
A campaign is an audience plus what runs on it: a saved list from People, or everyone in the workspace, with switches for emailing and for sending a calendar invite. Sophie and Max still do the actual writing and sending — a campaign only decides who and which channels are open to them.
It can only take away, never add. If Sophie is not connected, or email is switched off for the whole workspace, turning email on inside a campaign still sends nothing — workspace settings always win.
A person can only be in one campaign at a time. Starting one claims its people; anyone already claimed by another campaign is skipped rather than taken, and the number skipped is reported when you press Start.
Pausing a campaign keeps its people, so nothing else can claim them while you decide, and it genuinely stops it sending. Deleting one releases them instead, so another campaign can pick them up — nothing it already sent is undone.
Calling is not part of a campaign; Sophie's calling is set up separately, in the answering section. The goal it is working towards — book meetings, start conversations or close sales — is set once for the whole workspace, not per campaign, and is changed in Settings.
- 1Open the workspace and go to Campaigns.
- 2Press New campaign, name it, and choose who it runs on — a saved list, or leave it as everyone in the workspace.
- 3Switch on emailing, a calendar invite, or both.
- 4Save it, then press Start. Anyone in its audience already claimed by another campaign is skipped, and the count is shown.
Yes. Sophie answers on a Rocketship number, around the clock, working from a playbook you approve.
She can hand a caller straight to a person mid-call, but only if you switch “Hand off to a person” on and give it a number to ring. Until you do, she takes a message instead.
- 1Open the workspace and go to the answering section.
- 2Get a number under Your numbers — that is the number she answers. If you want to keep your existing number, use the forwarding panel to send its calls to hers.
- 3Review the playbook she will answer from — this is what she is allowed to say.
- 4Use Test call and give it a number you own — Sophie rings you so you can hear her before anyone else does. It uses your voice minutes.
A new line starts PAUSED on purpose, so you hear her before anyone else does. Nothing is answered until you turn it on.
Claire and Max both need it — Claire to book meetings, Max to send invites. It is the same flow as Gmail.
- 1Open the workspace and go to Settings.
- 2On a standalone workspace, open Connected accounts and find the Google Calendar row. If your workers are attached to an app, it is under Google Account on the Settings tab.
- 3Press Connect at the right of that row — Connect Calendar on an app — then approve access. On Free, Builder and Launch the button reads Upgrade instead: connecting a calendar needs Frontier or above.
Each connected mailbox sends up to 60 cold emails a day. That is a deliverability limit, not a plan one — it is the volume a Gmail address can carry without being flagged, and it is the same on every plan.
To send more in a day, connect another mailbox. Your plan decides how many — one on Launch, three on Frontier, fifty on Mission Control. Several mailboxes at 60 each reach far more people, and land in more inboxes, than one mailbox pushed hard.
Replies do not use that budget. Answering someone who wrote to you, or confirming a meeting they agreed to, is expected mail rather than cold outreach, so it is counted separately and never blocks your outreach.
A recently connected mailbox is also ramped up deliberately — early volume is low on purpose, to protect the address. That ramp applies to cold outreach only.
Connecting another mailbox does not give you more leads. Leads are what your plan meters, and you can only ever email people you already have.
Sending also stops when your send window closes for the day — by default 8am to 6pm, in the timezone set in Settings.
Nothing was removed. A standalone workspace's old Tools tab is gone, and the things it held now live where you'd actually reach for them — plus a shortcut back to each one from the header's Tools menu: Quotes, Message templates, Tasks, Custom fields, Deliverability, and Do not contact.
Message templates, Custom fields, Deliverability and Do not contact also live in Settings. Quotes and Find duplicates are in People's “…” menu. Tasks live in Needs you. Message templates are also reachable from Campaigns.
A workspace attached to an app did not change — it still has its own Tools tab.
Leads and credits
There are four separate balances, shown on your Account screen: AI builds, Outreach leads, Call minutes and Finder credits. They do not substitute for each other.
Free: searching, counting the size of a market, previewing people, saving people you found through Find buyers, and typing a contact in by hand.
Finder credits: finding someone's contact details, 5 per person, charged as soon as we find either a phone number or an email address. If we find nothing, you are not charged.
Outreach leads: importing a CSV spends one per new address, and is refused outright if your balance will not cover the file. A lead entering outreach spends one at that point.
AI builds: a full app build is 3, a charged edit is 1.
This is why sizing a market first is worth doing: it tells you whether the targeting is worth working before you spend anything on it.
Find buyers is a button now, not a tab. On a standalone workspace, press it inside People — it's also one of the choices in the “+ Add people” menu. A workspace attached to an app still has no Find buyers button; use the Find leads button on that app's Leads tab instead.
Nobody is contacted while you search, size or add — and nobody is contacted afterwards either, until you say so. Everyone you add is held paused, even once an email address is found for them. When you have read the list and you are happy, select who you want and press Start. That press is the only thing that begins outreach.
- 1Describe what you sell and who buys it, in a sentence or two.
- 2Read back the targeting and correct anything wrong. Worth a minute — everything after this follows from it.
- 3Size the market. This is free and tells you how many people match.
- 4Find them, and add the ones you want to your list. Adding costs no Finder credits, but each person uses one of your monthly leads, so it needs a plan that includes leads — Launch and above.
Yes, on a plan that includes leads — Launch and above. On Free and Builder the import is refused; you can still add contacts one at a time.
Importing spends one lead from your monthly allowance per new address, up to 500 people per file, and is refused outright if your balance will not cover it.
It does not start outreach unless you ask it to. The paused option is preselected, so the list comes in held until you have looked at it.
- 1Open the workspace and go to People. On a workspace attached to an app that tab is called Leads.
- 2On a standalone workspace: press + Add people, then choose Import a CSV (the header's “…” More menu has the same Import CSV entry too). On an app: press Import CSV on the Leads tab.
- 3Upload the file. Column headings are matched for you. A standalone workspace shows a preview with the mapping so you can correct it first; the app panel just reports how many rows it read.
- 4Choose “Import paused — review first”, or “Start outreach now” if you are ready.
- 5If you imported paused: back in People, tick the leads you want and press Start outreach. A worker has to be connected and running or it will refuse, and leads with no email address will not start.
The Start outreach button only appears once at least one lead is ticked. The two surfaces also differ on what they keep: a standalone workspace accepts a row with an email, a phone number, or enough to enrich later, while an app drops any row without an email address.
A lead with no email address cannot be emailed, so it sits in the list without starting. The leads list shows a count of these.
You cannot type an email address onto a lead that is already in the list — that field is not editable. Either run enrichment to find one, or delete the lead and add it again with the address filled in.
Enrichment charges only when it finds contact details — but a phone number counts as a find, so it is possible to be charged for a number and still have no address to email.
Finding an address does not start anything. A lead that was held stays held: enrichment makes it possible to email them, and it is still your Start press that sends anything.
In a standalone workspace, open People's “…” menu and choose Find duplicates. It groups people who share an email address and shows you each group.
A copy is suggested to keep — usually whichever is furthest along, already contacted, or has the most information filled in — but you can pick a different one before merging.
Tags, notes and tasks all move to the kept record. If any copy had unsubscribed, the kept record stays unsubscribed too — merging can never undo a stop-emailing request.
The other copies are deleted. Their conversation carries over — if a copy was the one that emailed them, the kept record continues in that same email thread. Lead credits are not refunded.
Merging is refused if more than one copy is mid-conversation. Pause one of them first, then merge.
This isn't available on a workspace attached to an app.
In People, tick the people you want. Select, in the header, offers the first however-many, everyone matching your current filter, or everyone in a stage. On a phone, long-press a row to start selecting.
A bar appears at the bottom with one main button that fits the selection — Start outreach, Resume, or Check now — and a More menu behind it: Call, Pause or Resume, Add to list, Assign to…, Add tag…, Move to stage…, Enrich, Send calendar invites, and Delete.
Bulk actions only ever touch what's currently ticked, and Delete asks you to confirm the count before it does anything.
Outreach and replies
The pipeline tracks where each conversation has got to. It's a view inside People now (switch to Pipeline, next to People and Companies) rather than a tab of its own. You move leads between stages yourself — drag a card on a computer, or use the move control on a phone. The workers do not change the stage; what they update is the labels on each card, showing whether an invite went out, someone replied, or a meeting is booked.
Two stages are different from the rest: Won and Lost both STOP outreach for that lead. Use them when the conversation is genuinely over. A lead in Won is left alone by the workers — they will not write to it again on their own, though it can still be included if you build a campaign and add them to it, and moving them back to an open stage starts them up again.
On a phone, tap the arrow at the right-hand end of a lead's row and pick a stage from Move to. Tapping the name opens their profile instead.
In a standalone workspace, open Needs you and switch its filter to Replies. That's where every reply nobody has answered yet shows up, alongside drafts waiting for approval, callers who asked for a person, and tasks — the number on the tab counts all four kinds together, not just replies.
A reply drops off that list once it's answered, either by the team or by you replying inline, so it's a to-do list rather than a full history. For a running count of everyone who has genuinely engaged (interested, asked a question, or proposed a time — never a no, an unsubscribe or a bounce), open Reports.
If your workers are attached to an app you built, there is no Needs you tab, and no Replied badge or filter on the list either. Open the Leads tab and open a lead — a reply shows inside the row under “Lead replied”.
Pipeline (now a view inside People) shows Interested and Proposed a time labels on a card, but only until the reply is answered — after that the label clears, so it is not a reliable place to check.
Open a reply straight from Needs you to read the thread and answer it inline, or open the lead from People (or from the Leads tab on an app) for the full profile and history.
Needs you is the standalone workspace's tab for anything genuinely waiting on a person: drafted emails waiting for your OK, real replies nobody has answered yet, callers who asked to speak to someone, and tasks due today or overdue. The number on the tab counts the emails, replies and calls; tasks are listed there but not counted.
Filter it down to just one kind — Emails to approve, Replies, Calls or Tasks — with the chips at the top of the tab.
It replaces what used to be a Responses tab, which only ever showed replies. A workspace attached to an app has no Needs you tab; replies show inside each lead's own row instead.
Tasks due today or overdue show in Needs you, alongside drafts, replies and calls. Press “Start tasks” there to go through them one at a time in a focused view.
Each one gives you Done, Snooze, Call (when there's a number), Open the person, and Skip — plus Back to return to the one before. Done and Skip both give you a few seconds to Undo before anything is actually written.
“All tasks”, also from Needs you, lists every open task regardless of due date — not just what's due today.
One screen, in a standalone workspace. Switch between 7, 30 and 90 days at the top, then tiles for the headline numbers, a funnel (contacted, replied, interested, booked), and a campaign-by-campaign table.
Pipeline shows open value, a weighted forecast, what's closing this month, and what's already won — that part covers everything, not just the days you picked, because a forecast is about where deals stand today.
Every email, at the bottom of the screen, is the full send-by-send history — this is where the old Activity view lives now.
Plans and billing
Free — see your market and 25 real buyers by name, and build and publish an app. No card needed.
Launch, $24.99 — finds the buyers, writes to them and answers what comes back. It includes 30 minutes of AI phone answering a month; the phone number itself is $5/mo extra, and only Mission Control includes one. The line answers day and night until those minutes run out.
Frontier, $79 — adds Claire, who puts meetings on your calendar.
Mission Control, $149 — unlimited apps, for people running this for clients.
There is also Builder at $12 if you only want the app builder.
On Launch, Frontier or Mission Control, top up from the Account screen. Topped-up credits are added on top of what your plan includes. Free and Builder have no lead allowance to top up — there the only route is to upgrade.
Your plan's own allowance is spent first, so a top-up is not consumed until the included amount is gone.
Your balances are capped at the smaller plan's allowance, plus any top-up credits you still hold. If you already have less than that left you keep the lower number — a downgrade never tops you back up.
Credits you bought as a top-up are not affected. That money is not refunded, so those stay with you: you keep either the money or the credits, not both.
A downgrade also enforces the smaller plan's limits. Apps over the new live-app cap are unpublished (your data is kept), workers the smaller plan does not include are removed, and extra mailboxes beyond its allowance are disconnected.
From your Account screen — you do not need to contact anyone, and there is nothing to sign.
You keep full access until the end of the period you have already paid for.
When that period ends your account drops to Free: your workers stop, so outreach and any campaigns stop with them, apps over the free limit are unpublished and build credits reset. Nothing is deleted.
Account and setup
You need a paid plan — custom domains are not available on Free — and access to wherever you bought the domain.
- 1Open your app and go to Custom domain.
- 2Enter the domain you own.
- 3Copy the record you are shown into your domain provider's DNS settings.
- 4Come back and press “I’ve added the record”.
Nothing verifies on its own — you have to press the button. We then check every 15 seconds, usually finishing in under a minute once DNS has propagated, though DNS itself can take longer. If checking stops before it succeeds, press Check again.
Worth doing if you check replies on your phone — it opens with no browser bar, straight into your workers.
- 1Open Rocketship in your phone's browser.
- 2On iPhone: tap the Share button, then choose Add to Home Screen.
- 3On Android: open the browser menu, then choose Install app (or Add to Home screen).
- 4Launch it from the icon, not the browser.
They need a Rocketship account first — ask them to sign up with the address you are going to invite, then invite that address.
Team access only really works on a standalone workspace. An app-attached workspace's Team tab no longer works — a teammate can't open an app's page at all — so if you need to share access, create a standalone workspace and invite them there instead.
A workspace someone shares with you shows a “Shared with you” label in your workspace list. Seats affect billing, so check your plan before adding people.
- 1Open the workspace, go to Settings, and choose the Team card.
- 2Invite the address they signed up with and pick Admin or Member. Owner is you and cannot be given away, and only the owner sees the role picker — an admin inviting someone can add members only.
The header's own “Your team” button is a different thing — it opens a panel for switching Email, Calling, Booking and Invites on or off, not for managing who has access to the workspace. Access is only in Settings.