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Reporting & Team

Reporting & Team

Reports

The Reports page has two tabs:

  • Overview - messages sent, reply rate, AI cost, and deliverability across a selectable window (7/30/90 days), plus a per-campaign breakdown and your top-performing campaigns.
  • Activity Log - every individual send/reply/connect event, filterable by platform, result, and date range.

If you use Projects to group campaigns by brand or client, reports can be filtered to just one project’s numbers - useful if you’re running outreach for more than one thing from the same account.

Team members

Invite teammates under Members. You can deactivate a member without deleting them (their history stays intact, they just lose access). Team seats beyond the account owner are plan-limited - Founder is solo-only (0 extra seats), Your AI SDR includes 5, Replace My Agency includes 15. See Billing & Plans.

Agencies: client workspaces

If you’re on an agency account, each client lives in their own workspace - fully separate contacts, campaigns, sender identities, and reports. Switch between workspaces with the switcher in the sidebar; there’s no way to accidentally mix one client’s contacts into another’s campaign, since they’re isolated at the data level, not just filtered in the UI.

Reports are per-workspace by default. To see everything at once across every client, use the account-level (not workspace-scoped) reports view.