Honeytrail Docs

Build a repeatable client acquisition system.

Honeytrail connects prospect discovery, enrichment, personalization, and booking so you can run client outreach with confidence.

Quickstart

Set up Honeytrail and launch your first prospecting flow in under 10 minutes.

  1. Sign up, verify your email, and create a workspace.
  2. Connect an inbox (Gmail, Outlook, or SMTP) for sending.
  3. Connect a calendar (Google Calendar or Calendly) for booking.
  4. Create your first agent via the guided chat flow — define your objective, ideal client profile, tone, rules, and follow-up sequence.
  5. Use discovery to find leads (filter by job titles, seniority, location, company size, industry, funding) or import a CSV.
  6. Review emails in the approval queue, edit if needed, and approve to send.
  7. Monitor engagement and let positive replies route to your calendar.
Create your agentHow it works

What you'll need

A sending inbox

Gmail (OAuth), Outlook/Microsoft 365 (OAuth), or custom SMTP credentials.

A calendar

Google Calendar (OAuth) or Calendly for one-click meeting booking.

Your ideal client profile

Job titles, seniority levels, company sizes, industries, and any exclusions.

Lead sources

Use discovery filters or import a CSV. Leads are enriched and scored automatically.

Next steps

Understand the workflow

Learn the end-to-end flow: connect integrations → create agent → discover leads → approve → send → book.

Learn the concepts

Get familiar with agents, discovery, lead lists, enrichment, scoring, and approvals.

Understand lead data & scoring

See what data is collected, how AI fit scoring works, and how leads are scored.

Learn how credits work

Understand what consumes credits: discovery, enrichment, verification, and outreach.

Use the prompt library

Copy/paste prompt templates for tone, personalization, follow-ups, and hard rules.

Connect integrations

Configure Gmail, Outlook, SMTP, Google Calendar, or Calendly in Settings.