Help Center & Knowledge Base
Everything you need to master evidence-backed sales prospecting, deliverability setups, and campaign orchestration.
How do I create my first Hopkins campaign?
Navigate to Campaigns in your dashboard, click 'Create Campaign', choose an Ideal Customer Profile (ICP), and either select a pre-built sequence template or let our AI Sequence Generator draft your outreach cadences.
What is the difference between Human-in-the-Loop and Autonomous sending?
In Human-in-the-Loop mode (recommended for new users), drafted messages require your explicit review and approval before sending. In Autonomous mode, leads scoring above your configured threshold are automatically queued for sending.
How do I swap AI model providers between OpenAI and Anthropic?
Go to Organization Settings > AI Engine. You can choose OpenAI GPT-4o, Anthropic Claude 3.5 Sonnet, or Cloudflare Workers AI, and insert your own custom API keys if preferred.
How does Hopkins prevent AI hallucinations in sales copy?
Hopkins strictly tethers every drafted claim to crawled web evidence, public press releases, or uploaded catalogue documents. If a claim lacks supporting evidence, it is automatically removed.
How do I verify SPF, DKIM, and DMARC for my sending domain?
In your Campaign or Domain settings, click 'Run DNS Deliverability Audit'. Hopkins performs live DNS-over-HTTPS lookups to confirm all three cryptographic records are valid.
What is the recommended daily send volume per mailbox?
To ensure 99%+ inbox placement and protect sender reputation, we recommend starting with 20-30 emails per day per domain during the initial 2-week warmup period, gradually scaling to a maximum of 50/day.
How do automated sequence stops work when a prospect replies?
Hopkins listens to real-time inbound webhooks (e.g. from Resend or SMTP relays). The millisecond an inbound reply is received from any contact at the target account, all remaining sequence steps for that lead are instantly halted.
Can I export leads and message performance to CSV?
Yes. In the Leads manager or Campaign Messages tab, click 'Export CSV' to download complete datasets including timestamped status, score factors, and deliverability logs.
How do I synchronize booked meetings with HubSpot or Salesforce?
Navigate to Settings > Integrations. Enter your CRM API credentials or connect via OAuth to enable bi-directional contact creation and deal stage updates.
How does seat management work for agency client workspaces?
Agency plans allow you to create unlimited isolated client workspaces under a single consolidated billing invoice, inviting client users as 'Viewers' or 'Reviewers' at no additional charge.
Still need assistance?
Our customer engineering team is available 24/5 to assist with deliverability setups and custom integrations.