Honeytrail Docs
Honeytrail connects prospect discovery, enrichment, personalization, and booking so you can run client outreach with confidence.
Honeytrail is built around a few primitives. Once you understand these, everything else is just configuration.
Agents
AI assistants that handle prospecting and outreach for you — configured via chat with your goals, ideal client profile, tone, and follow-up sequences.
Lead lists
Organized groups of leads you can build from discovery or imports, then assign to agents.
Discovery
Filter-based lead search across job titles, seniority, locations, company size, industries, and signals.
Enrichment
Automatic context added to leads (company info, signals, LinkedIn data) for personalized outreach.
Approvals
Review queue where you approve, edit, or reject emails and follow-ups before they send.
Inbox + calendar
Gmail, Outlook, or SMTP for sending; Google Calendar or Calendly for meeting booking.
Credits
Usage-based units for discovery, enrichment, email verification, and outreach actions.
Follow-up sequences
Automated multi-step sequences with configurable cooldown periods.
Agents are AI-powered prospecting assistants you configure through a guided chat flow. The assistant walks you through setup.
Name + objective
Give your agent a name and define what it's trying to accomplish.
Ideal client description
Describe who to target: roles, company size, industries, and exclusions.
Tone
Choose between casual, neutral, or formal tone to match your brand voice.
Hard rules
Non-negotiable constraints the agent must follow.
Max emails per day
Set a daily sending limit (1–500) to control volume.
Schedule + timezone
Define working hours, working days, and timezone.
Follow-up sequence
Configure up to 6 follow-up steps with cooldown periods.
Inbox + calendar
Connect a sending inbox and calendar provider.
The approval queue shows all pending actions from your agents. Review each item, edit if needed, then approve or reject.
Send email
Initial outreach emails queued for your review before sending.
Send follow-up
Automated follow-up messages that fire after cooldown periods.
Schedule meeting
Meeting booking requests triggered by positive replies.
Update lead status
Status changes the agent proposes based on lead responses.