STEP 01
Desk ready
Outreach workspace configured — demo tour seeds your desk name and focus areas.
OUTREACH · CURXOR OS 1.0.5
Pipeline to send — one desk. Demo tour to simulated outbound — SMTP when you wire eno2.
Lead → A/B sequence → activate → simulated send without a CRM + sequencer SaaS stack. Pause-on-reply and send policy built in.
DESK CREW · OUTREACH WALKTHROUGHPIPELINE · SEND
Pipeline to send on the appliance — sequences stay local; live mail needs SMTP on eno2. Sound on.
FLIGHT COMMAND
Demo capture — Outreach pipeline on CurXor OS.
Outreach desk strip
UI and routing are real · outbound sends need operator-configured bridges on eno2 (not a customer fleet).
DEMO TOUR PATH
STEP 02
Demo lead
Pipeline lead created locally — CRM stages stay on-appliance, not in a cloud CRM.
STEP 03
Sequence
Multi-step sequence with A/B subject variant — personalization tokens built in.
STEP 04
Activate
Sequence armed with pause-on-reply — heartbeat sends due steps on schedule.
STEP 05
Send
Simulated outbound when SMTP is unconfigured — counts toward Go Live demo path.
GO LIVE CHECKLIST
- Outreach desk configured — workspace name and focus areas
- Run demo tour for first simulated send — SMTP optional on day one
- First lead in pipeline — add manually, import CSV, or use demo tour seed
- Multi-step sequence created and activated with pause-on-reply
- SMTP on eno2 when ready for live bridge sends
ON THE APPLIANCE TODAY
A/B SUBJECT VARIANTSCSV LEAD IMPORTREPLY INTENT TAGGINGSEND POLICY + STAGGEROPEN/REPLY ANALYTICSUNIFIED COMMS DESK
Sequences draft locally. Mail egresses only through SMTP on eno2.
FLIGHT COMMAND SCREENS
Lead pipeline
CRM stages, active sequences, and local store — demo capture from MS-S1.
Sequences
Multi-step outbound with delay days, A/B subjects, and pause-on-reply.
Outreach analytics
Open/reply rates, send limits, and reply intent breakdown on Standard+.
BEGINNER · STANDARD · EXPERT
Demo tour first — simulated sends without SMTP. Unlock sequences, analytics, and reply intent as you graduate.