Deskflow Concepts

This page explains the main ideas in Deskflow: prospects, campaigns, sequences, Studio, enrichment, & credits. Use it when you need a clear “what is this?” or “how does this fit together?”

Prospects

A prospect is a lead or contact you’re targeting (name, company, job title, LinkedIn, etc.). In Deskflow:

• Prospects (the page) is your list of prospects. You can add people manually, import them, or add them from Deskflow Search.
• Deskflow Search lets you search a large B2B database (e.g. by name, company, location) & add results to your list or directly to a campaign.
• Prospects can be enriched (more data added automatically, e.g. email, location) to help prioritize.

Campaigns

A campaign is one outreach run: a sequence (connection request + follow-up messages) sent to a set of prospects over time.

• You create a campaign (Deskflow AI or Templated), choose or generate a sequence, & add prospects.
• When you launch, Deskflow sends the connection request (and later follow-ups) according to the sequence & approval rules.
• You track progress (sent, accepted, replied, meetings) on the campaign & in Inbox.

Sequences

A sequence is the set of steps you send to each prospect in a campaign:

1. Step 1 – Connection request (always first).
2. Step 2+ – Follow-up messages, usually 1–3 days apart.

In the Campaign Builder you see this as: Start → Connection Request → Wait X days → Follow Up 1 → (optional more steps). You can edit each step’s message or leave it blank to have it generated.

Studio

Studio is where you design your outreach content & sequence before using it in a campaign:

• Tone & writing style – Professional, Consultative, Friendly, or Direct; message length; signature.
• Product library – Products or services the AI uses to personalize messages.
• Target persona – Who you’re targeting (roles, companies).
• Tone examples – Example phrases so the AI matches your voice.
• Personalization waterfall – Order in which the AI uses data (e.g. posts, profile, job title) to personalize.
• Sequence steps – How many steps (e.g. 3 or 4); step 1 is always the connection request.
• Compliance – Optional disclaimer.

You Generate a sequence in Studio, then use it (or a saved style) when creating a campaign. Studio does not send messages by itself; campaigns do.

Enrichment

Enrichment means filling in missing data for a prospect (email, phone, location, company details). Deskflow does this in the background:

• When you add or import prospects, enrichment runs automatically (subject to your plan & credits).
• Enrichment uses multiple sources in a set order (e.g. B2B Enrich, Hunter, Lima, AI) to get the best data at reasonable cost.

You don’t have to run enrichment manually; it’s part of adding & managing prospects.

Credits

Credits are used for certain premium actions (e.g. bulk operations, API use). Your plan (Free, Basic, Pro) includes a monthly allowance; you can buy extra credit packs.

• Individual enrichment is often unlimited (or very generous) on paid plans.
• Bulk actions (e.g. enriching or processing many prospects at once) may consume credits.
• Campaigns & messaging are typically included in your subscription; credits apply to add-ons & overages.

See Billing & Credits for plans & usage.

Inbox & message approvals

• Inbox shows your LinkedIn conversations (and optionally other channels). You can reply from Deskflow.
• Message approvals – When a campaign (or manual send) queues a message, it can be set to pending approval. You approve or edit it in Inbox (or the approvals queue) before it’s sent.

Integrations

• LinkedIn – Required for sending connection requests & messages & for syncing inbox. Connect via the Chrome extension (session capture) or OAuth. See Connect LinkedIn.
• Calendars (e.g. Google Calendar, Calendly) – Optional; used for scheduling & meetings.
• Other integrations (e.g. CRM) – Depends on your plan & setup.

How it fits together

1. Connect LinkedIn (extension or OAuth).
2. Add prospects (manual, import, or Deskflow Search).
3. Design your sequence in Studio (tone, products, steps) & generate it.
4. Create a campaign (Deskflow AI or Templated), attach your sequence/style, add prospects, & launch.
5. Inbox – Approve queued messages, reply to conversations, track results.
6. Campaigns & Home – Monitor sent, accepted, replied, meetings.

For step-by-step help, use the sidebar & the individual how-to guides.