User flows

• main flowchart diagram
• Login Page
• Forget Password Flow
• Signup Page and Onboarding flow
• AI Campaign Onboarding Flow
• Email Validator
• Accounts page
• Purchase flow
• Purchase flows (For Domain and Emails)
• Campaign
• Campaign Module ( inside a campaign)
• Campaign page (overview)
• Campaign flow
• ALL flows in detail

main flowchart diagram

Login Page

1. Login Flow

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Purpose

This flow allows existing users to securely access their Parakeet dashboard and campaign tools by logging into their accounts.

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Flow Steps

1. The user navigates to the login page:
   auth/login
   

   

2. The user is prompted to enter the following credentials:

   • Email address
     user@example.com

   • Password
     ********

   • After entering valid credentials, the user clicks the Login button.
     

3. The system verifies the credentials:

   • If valid, the user is redirected to:
     /dashboard
     

     

   • If invalid, an error notification is displayed:
     "Invalid credentials. Please try again."
     

     

4. Depending on the context or prior user action, the user may be redirected to:

   • The Dashboard (if the user has an active account)
     

Forget Password Flow

 

Purpose

This flow enables users who have forgotten their credentials to securely reset their password and regain access to their account.

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Flow Steps

1. The user clicks on the "Forgot Password" link on the login page.
   

3. The user is redirected to the Password Reset Request Page:
   auth/forgot-password
   

   

4. The user is prompted to enter the email address associated with their account.
   
   

5. Upon entering a valid email address, the user clicks the "Send Password Reset Link" button.

   • After submission, the button changes to indicate that a reset email has been sent.

   • Further inputs are disabled, and the user is instructed to check their email inbox.
     

     

6. The user receives an email containing a password reset link.

   

7. Clicking the reset link redirects the user to the following route:
   auth/forgot-password/{{user-specific-token}}
   
   

8. The Reset Password Page includes the following fields:

   • Email Address (pre-filled)

   • New Password

   • Confirm Password
     
     

9. Once the user clicks the "Reset Password" button:

   • The system displays a message: "Password changed successfully."

   • The user is redirected back to the login page to authenticate using their new credentials.
     
     

 

Signup Page and Onboarding flow

3. Sign-Up Flow

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Purpose

The sign-up flow registers new users and initiates a personalized onboarding sequence, guiding them toward setting up their first campaign effectively.

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Flow Steps

1. The user visits the Sign-Up Page:
   /signup
   

   

2. The user is prompted to enter:

   • A valid email address

   • A secure password
     

3. The user clicks on the Sign Up button.
   

4. System triggers the following actions:

   • New account creation
     

   • Automatic transition into the onboarding sequence
     

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Onboarding Sequence (Post Sign-Up)

Step 1: Welcome Survey

Purpose: To collect user context and personalize the experience.
Questions include:

• Q1: How did you find Parakeet?
  Options:

  • LinkedIn

  • Reddit

  • Twitter

  • Google Search

  • Friend/Colleague

  • Product Hunt

  • Other (Manual Entry)
    

     

    

    

• Q2: What is your job title?
  Options:

  • CEO

  • Founder

  • VP of Sales

  • VP of Marketing

  • Marketing Director

  • Sales Manager

  • Marketing Manager

  • Growth Marketing Manager

  • Demand Generation Manager

  • Account Executive (AE)

  • Sales Development Representative (SDR)

  • Business Development Representative (BDR)

  • Other (Manual Entry)
    

    

     

• Q3: What are you looking to accomplish?
  Options:

  • Drive new sales opportunities

  • Nurture leads with drip campaigns

  • One-off email blasts

  • Not sure yet
    

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Step 2: OTP Verification

• An OTP is sent to the email provided.

• If OTP is correct → proceed to next step

• If OTP is incorrect → option to retry or resend OTP

• Additionally the users are given an option to regenerate the OTP after 30 seconds

  

• Email is sent out in the following format

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Step 3: Campaign Builder Prompt

User is greeted with a message encouraging them to start building their first campaign:

"Building a campaign from scratch can be tough. This should make it easy for you. Ready?"
Options:

• "Let’s Go" → Launches the AI-powered campaign generation flow

• "I’ll do it myself" → Redirects to dashboard/homepage
  

  

AI Campaign Onboarding Flow

 

Purpose

This flow guides a new user through a 5-step AI-powered onboarding sequence to set up their first campaign using automated inputs.

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Overview of Steps

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Step-by-Step Flow

Step 1: Enter Website URL

• The user inputs their website (e.g., example.com).

• This domain is used to scrape relevant business and ICP details.

Screenshot Placeholder

 

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Step 2: ICP Form (Auto-Filled)

• Displayed after scraping the domain data

• User can review or edit the fields:

  • Industry

  • Target Audience

  • Company Size (⚠️ Currently allows multiple selections — should be single-select)

Screenshot Placeholder

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Step 3: AI Website Summary & Email Campaign

• Displays:

  • Website summary (based on scraping)

  • A 3-step cold email sequence with subject lines and editable body

  • Available merge variables like {FIRST_NAME}, {COMPANY_NAME}, etc
    

Screenshot Placeholder

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Step 4: Connect Email Account

• User is prompted to either:

  • Generate Domains & Email Accounts (redirects to domain purchase flow)

  • Connect Existing Accounts (OAuth or manual configuration)

Screenshot Placeholder

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Step 5: Import Leads

• Options available:

  • Upload lead list via CSV

  • Request 200 free leads

• This step concludes the flow and redirects the user to the dashboard.

Screenshot Placeholder

1. • • •  

Email Validator

Flow Overview

This document outlines the complete user journey for interacting with the Email Validator feature in the Parakeet app, including:

• Bulk email upload

• Email validation

• Viewing categorized results

• Exporting results

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Navigation Path

1. Login and Dashboard Access

   • User logs in and lands on a minimal dashboard.

   • Dashboard acts as a navigation hub.

   [Insert Screenshot Here: Dashboard with Email Validator in left nav]

2. Open Email Validator

   • User clicks "Email Validator" in the left-hand menu.

   • Redirects to:
     https://app.parakeet.io/email-validator

   

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Email Validation – Two Modes

On the Email Validator page, users see two options:

1. Search

   • For single email validation. 

   • multiple Emails can be added but one in each line

2. Upload List (Primary Use Case)

   • For bulk validation via .csv upload or manual entry.

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Upload List Flow

1. Input Requirements

• User must enter a List Name (required field).

• User can choose either:

  • Upload a .csv file with emails

  • Manually paste emails into a textbox

2. Trade Balance Check

• System checks available credits before submission (if credit system is enabled).

3. Analyzing Stage

• After clicking submit, a popup displays progress:

  
  

  Verified 12 emails out of 12 in 2 minutes.

  

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Results and Email Status

1. Viewing Results

• User clicks "View Results" after analysis completes.

• The page refreshes with categorized results.

  

2. Status Categories

Results are grouped into dropdowns:

• ✅ Safe – Valid and safe

• ⚠️ Catch All – Domain accepts all, unsure validity

• ❌ Invalid – Email is invalid

• ❓ Unknown – Could not verify

• 🚫 Failed – Technical failure

   

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CSV Downloads

Users can export data via:

• Single CSV – All results combined

• Filtered CSV – Individual groups (e.g., only "Catch All")

   

Accounts page

Purpose

This flow allows users to connect or purchase sending email accounts for use in cold outreach. It supports Gmail, Outlook, and custom IMAP/SMTP providers. Once connected, all accounts appear in a centralized list with metadata and action options.

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1. Navigation Entry Point

Navigation:
https://app.chat.io/accounts/add

• User logs in and clicks on the "Accounts" tab from the sidebar.

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2. Email Connection Options

Upon accessing the page, users see options to add a new email account using one of three methods:

Option 1: Connect Existing Email

User clicks "Connect Email", then selects one of the following providers:

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➤ Google (Gmail)

• Opens a Google OAuth pop-up:
  “Connect your Gmail account”

• User signs in via Google login.

• Permissions are granted through the standard Google OAuth flow.

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➤ Outlook (Microsoft 365)

• Redirects user to https://login.microsoftonline.com

• User logs in with Microsoft credentials.

• OAuth-based access approval is completed.

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➤ Custom Provider (IMAP + SMTP)

User is prompted to manually enter the following:

• Email address

• Provider name

• Incoming mail (IMAP) server

• Outgoing mail (SMTP) server

• Ports and encryption type (SSL/TLS)

• Credentials (Username and Password, if applicable)

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Option 2: Buy New Email

Users may choose to purchase a new mailbox from within the platform. This typically includes:

• Automated domain setup

• SMTP configuration handled internally

[insert the link to buy doimans flow]

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3. Post-Connection: Email Appears in List

After successful connection or purchase, the new email is added to the Accounts list.

Each row in the list displays:

• Email Address

• Provider

• Health Score

• Total Emails Sent

• Status (Connected / Not Connected)

• Action Menu (3 Dots)

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4. Health and Status Indicators

Each connected email shows:

• Health Score (numerical or colored scale)

• Status: e.g., "Connected", "Disconnected", or "Reconnect Required"

• Provider: Google, Outlook, or Custom

• Emails Sent: Total number of emails sent using that address

 

Email Health Score & Deliverability Dashboard

Once an email is connected, it’s displayed in the Accounts tab with additional metrics, including:

• Email Address

• Provider

• Health Score (0–100)

• Total Emails Sent

• Status (Connected / Needs Reconnect)

• 3-dot menu (actions)

Clicking on the Health Score opens the Email Deliverability Dashboard, which evaluates the domain’s ability to successfully deliver emails based on the following metrics:

Each row is color-coded:

• ✅ Green: Active/Valid

• ⚠️ Yellow: Missing or incomplete

• ❌ Red: Critical (e.g., blacklisted)\

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5. Actions Menu (⋮)

Clicking the three-dot menu on each email opens four options:

1. Email List – View campaigns or mail associated with the account

   

2. Send Email – Opens sidebar form with:

   • To

   • Subject

   • Email Body

     

3. Reconnect – Re-runs the provider connection flow

4. Delete – Permanently removes the email from your account

Purchase flow

Purchase flows (For Domain and Emails)

urpose

This flow outlines how users can buy email mailboxes through two different paths in the Parakeet app—either via the AI Onboarding Flow or the Buy Mailbox Tab from the sidebar. Based on the number of mailboxes requested, a relevant Stripe subscription tier is triggered.

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🧭 Entry Points

1. AI Onboarding Flow → Generate Domain and Email

   • Appears during onboarding campaign setup.

   • Domain and email counts are pre-filled based on earlier inputs.

   • Default prefill: 2 domains, 2 emails per domain → total 4 emails.

   **[Insert Screenshot Here: Prefilled form from AI flow]**

2. Sidebar → Buy Mailbox Tab

   • Accessed from Accounts tab in sidebar navigation.

   • Domain and email count are blank by default.

   • Users manually input values.

   **[Insert Screenshot Here: Empty form in sidebar flow]**

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📥 Input Fields

• Users can modify the default values.

• Max limits: 50 domains × 50 emails = 2,500 emails max

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💳 Subscription Tiers

• User does not pick a plan manually.

• Stripe plan is determined based on calculated need.

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✅ Purchase Flow Steps

1. User fills or sees pre-filled domain + email count.

2. System calculates total required emails.

3. Based on count, appropriate subscription tier is selected.

4. User clicks Buy Now.

5. Redirected to Stripe Checkout.

6. On payment success, system triggers a Stripe webhook.

7. Based on origin of flow:

   • From AI onboarding → User returns to Add Leads step.

   • From Buy Mailbox tab → Redirected to Accounts Tab.

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🔧 Stripe Processing Logic (Auto-Routed)

• If 3 ≤ total emails ≤ 5 → routed to Growth ($99/month).

• If total emails > 5 → routed to Ultra Growth ($199/month).

 

Campaign

Campaign Module ( inside a campaign)

Campaign Module – Full Detail View

Entry: Campaigns Tab → Click on Any Campaign

 

When a user clicks on an existing campaign, the system routes them based on the campaign type:

Campaign Type	Redirects To
AI Campaign	Campaign Tab
Manual Campaign	Leads Tab

 

Once inside a campaign, users are presented with a structured interface that includes several functional tabs. These tabs form the control center for managing the lifecycle of a cold email campaign from creation to tracking outcomes.

Campaign Dashboard – Tab Overview

Each campaign consists of the following five core tabs:

Tab Name	Purpose
Analytics	Visualizes campaign performance and response metrics
Leads	Interface to upload, manage, and monitor lead recipients
Campaign	The main editor for configuring email steps and sequences
Schedule	Controls campaign launch timing, time zone, and delivery schedule
Settings	Technical and safety configurations like bounce rules, sender logic

Campaign Tab – Email Sequence Builder

This is the centerpiece for campaign setup. It allows:

• Adding unlimited steps in the email sequence.

• Each step has configurable delays (e.g., "Send Step 2 after 3 days").

• Drafting subject lines and content for each step.

• Option to personalize with variables (e.g., {{first_name}}, {{company}}).

• Rich text editor for formatting.

AI Variation Generator

An optional tool available inside the Campaign tab that enhances email copy using AI.

Step 1: Input Requirements

• Product or service description

• Target audience details

• Pain points being addressed

• Value proposition

• Email subject line

Step 2: Control Sliders

• Creativity: Conservative to Creative

• Urgency: Relaxed to Urgent

• Tone: Formal to Casual

• Style: Professional to Conversational

AI will return multiple copy variations that the user can preview, edit, and insert.

Leads Tab – Uploading and Managing Recipients

The Leads tab is used to define the recipients for your campaign.

• Upload a list of email leads using a CSV file.

• Drag & drop file support included.

Lead Duplication Control

• Checkbox: Prevent duplicate leads across all campaigns

• When checked, the system checks for any existing lead email across all other campaigns.

• Duplicate leads will be skipped during upload.

Lead Metrics Displayed

• Total leads uploaded

• Sequence started

• Unsubscribed

• Bounced

• Sequence completed

Lead Management

• View and manage uploaded leads

• Search, sort, and filter leads

• View delivery status for each contact

Schedule Tab – Timing & Delivery

Defines when and how emails are sent.

• Campaign Start Date: Set a delay to launch later.

• Time zone: Default is America/New York (EDT), but can be changed.

• Sending Days: Choose which weekdays to send emails (default: Mon–Fri).

• Sending Hours: Default window is 9 AM–5 PM. Fully customizable.

Emails will only be sent within the defined hours on active days.

Analytics Tab – Performance Metrics

Gives a detailed view of how the campaign is performing.

• Open Rate: Percentage of recipients who opened the email.

• Click Rate: Percentage of recipients who clicked a link.

• Reply Rate: Percentage of replies received.

• Bounce Rate: Emails that were undeliverable.

• Unsubscribed: Number of users who opted out.

Graphs, bar charts, and tables are used to visualize trends.

Settings Tab – Technical Controls

This section manages all advanced configurations for a campaign.

Accounts To Use

• Select one or more connected email addresses to send emails from.

Stop Sending Emails On Reply

• When enabled, stops all future steps if a reply is received from the lead.

Open Tracking

• Track whether recipients opened the email.

Delivery Optimization

• Choose to send emails in text-only format (HTML fallback).

Use Signatures From Gmail

• When enabled, uses the sender’s Gmail signature if connected via Google OAuth.

Combined Daily Limit

• Maximum number of emails sent per day across all selected sending accounts.

Custom Tags

• Tag the campaign with custom labels for internal filtering and reporting.

Sending Pattern

• Time Gap Between Emails:

  • Minimum Time (in minutes)

  • Random Additional Time (in minutes)

• Optional Features:

  • Prioritize new leads over follow-ups

  • Stop campaign for a company on reply

  • Stop sending on auto-reply

  • Click tracking

  • Insert unsubscribe link header

CC

• Add CC addresses (comma-separated) for receiving a copy of each campaign email.

Routing Logic Summary

Action	User Lands On
Click on AI-generated campaign	Campaign tab
Click on manually created campaign	Leads tab
View existing campaigns	Campaign summary dashboard
Create new campaign (manual)	Starts from campaign naming → Leads tab
Create new AI campaign	Follows website → ICP → campaign builder flow

 

Campaign page (overview)

Campaigns Module – Overview Page

This is the default landing page when a user clicks the Campaigns tab from the sidebar.

Entry Behavior

• No Campaigns Present
  If no campaigns have been created yet, the interface displays an empty state with the message:
  No campaigns available yet. Start by creating one.

  

• One or More Campaigns Present
  The dashboard displays a list of all campaigns (AI-generated or manually created) associated with the workspace. Campaigns are listed in chronological order and include essential metrics and controls.

  

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Primary Actions Available

Users can perform the following top-level actions from the Campaigns overview:

• New Campaign
  Initiates the manual campaign creation process.

• AI Campaign Builder
  Launches the AI-powered campaign creation flow using website input and ICP analysis.

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Campaign Table – Data Columns

Each campaign listed includes the following columns:

Campaign flow

ALL flows in detail