# Adding Email to Boards
Source: https://docs.pockla.io/boards/adding-email
View email history and draft messages from your boards
The Emails panel in Boards lets you see email history with contacts and draft new messages—all without leaving Pockla.
## How It Works
Email in Boards is powered by the [Gmail Integration](/integrations/gmail/overview). Once connected:
1. **View history** – See all emails exchanged with the contact's company domain
2. **Create drafts** – Write new emails or replies
3. **AI assistance** – Let the Board Agent draft contextual emails for you
Emails are created as drafts in your Gmail. You review and send from Gmail—Pockla doesn't send emails directly.
## Setting Up Email
### Connect Gmail
Navigate to **Boards** and open any board
Click on a contact card to open the detail view
Click the **Emails** tab in the panel area
Click **Connect Gmail** and authorize with your Google account
![Connect Gmail prompt]()
Once connected, the Emails panel shows your email history with that contact's company.
## Using the Emails Panel
### Viewing Emails
The panel shows all emails exchanged with the contact's **company domain**. For a contact at `john@acme.com`, you'll see all your emails to/from `@acme.com`.
Each email shows:
* Direction (sent or received)
* Date
* Subject line
* Preview snippet
![Email list showing multiple emails]()
Click an email to see the full content.
![Expanded email view]()
### Email Actions
| Action | Description |
| ----------------- | ---------------------------- |
| **Copy** | Copy email body to clipboard |
| **Open in Gmail** | View/edit the email in Gmail |
## Creating Emails with the Board Agent
The Board Agent can draft emails using contact context, company research, and email history.
### Draft a New Email
Ask the agent:
> "Draft an introductory email to John about our analytics platform"
> "Write a follow-up email mentioning our conversation about their Q2 goals"
![Board Agent with email draft prompt]()
### Reply to a Thread
Ask the agent to reply to existing conversations:
> "Reply to the latest email thread about pricing"
> "Draft a response to their question about integrations"
### How It Works
1. Agent creates a draft in your Gmail
2. Draft appears in the Emails panel
3. Click to open in Gmail
4. Review, edit if needed, and send
![Draft in Emails panel with Open in Gmail button]()
The more data you have on the contact (enrichments, notes, email history), the better the agent's drafts will be.
## Best Practices
Review the Emails panel before drafting. The agent can reference past conversations, but you should know the context too.
Always review agent-drafted emails before sending. The AI provides a starting point—add your personal touch.
Email from Boards works best for contacts you have context on. For cold outreach at scale, use [Link Sets](/links/introduction).
## Troubleshooting
* Ensure the contact has an email address with a company domain
* Personal emails (gmail.com, outlook.com) won't match company emails
* Check that Gmail is connected (may need to reconnect if token expired)
* Ensure popups aren't blocked
* Try a different browser
* Check that you're signing in with the correct Google account
* Drafts may take a few seconds to sync
* Check your Gmail Drafts folder directly
* Ensure you authorized compose permissions
## Next Steps
Full Gmail integration documentation
# Boards Introduction
Source: https://docs.pockla.io/boards/introduction
Individual contact workspaces with customizable panels
Boards in Pockla are **individual contact workspaces**—a dedicated view for each contact where you can see their profile, take notes, chat with AI, run research, and manage all your interactions in one place.
## What Is a Board?
Each contact in Pockla has their own board. Think of it as a CRM record on steroids:
* **Draggable, resizable panels** arranged in a grid layout
* **Profile information** at a glance
* **Notes** for tracking interactions
* **AI Chat** for asking questions about the contact
* **Enrichment panels** showing AI-generated research
* **Email** integration for viewing and sending messages
Your panel layout is saved automatically—arrange panels however works best for you.
## Accessing a Board
There are several ways to open a contact's board:
1. **From Contacts**: Click a contact row, then click "View Board" from the actions menu
2. **After creating a contact**: When you add a contact from anywhere except the contacts page, you're taken directly to their board
3. **Direct URL**: Navigate to `/board/{contactId}`
## Default Panels
Every board starts with these core panels:
### Profile Panel
Shows essential contact information at a glance:
* **Avatar** (generated from email)
* **Name and title**
* **Company**
* **Status badge** (Lead, Prospect, Customer, Churned)
* **Quick actions**: Email button, Website link
* **Contact details**: Email, phone
![Profile panel]()
### AI Chat Panel
Chat with an AI assistant that knows about this contact. Ask questions, get suggestions for outreach, or brainstorm talking points.
The chat history is saved per-contact, so you can continue conversations across sessions.
### Notes Panel
Keep track of your interactions:
* **Add notes** with title and rich text content
* **View all notes** in a list format
* **Click to expand** any note to see full details
* **Edit notes** inline
* **Copy content** with one click
Notes support Markdown formatting and are timestamped automatically.
## Adding Panels
Click the **"+ Add Panel"** button in the board header to add more panels.
![Add Panel modal]()
### Available Panel Types
| Panel Type | Description |
| -------------- | ------------------------------------------------ |
| **Profile** | Contact information (included by default) |
| **Notes** | Meeting notes, call logs, interaction history |
| **Emails** | Email history and compose (requires email setup) |
| **AI Chat** | Conversational AI assistant for this contact |
| **Enrichment** | AI-powered research panels (custom objectives) |
### Creating an Enrichment Panel
Enrichment panels are powered by the [Research Agent](/data/research-agent). When adding one:
1. Click **"+ Add Panel"**
2. Select **"New Research"**
3. Configure the research:
* **Title**: What to call this panel (e.g., "Funding News")
* **Objective**: What you want to learn (e.g., "Find recent funding announcements for ")
* **Output format**: How to structure results (e.g., "Bullet points with sources")
* **Iterations**: How deep to research (1-10)
4. Click **Create**
![Enrichment panel configuration]()
The new panel appears on your board and automatically runs the research.
![Enrichment panel with completed research]()
## Panel Interactions
### Drag & Drop
Rearrange panels by dragging their header bar:
* Panels snap to a 12-column grid
* Other panels automatically move to make room
* Layout saves automatically
### Resize
Drag panel edges or corners to resize:
* Minimum size is enforced per panel type
* Grid-based sizing ensures clean layouts
### Minimize / Maximize
Use the panel header controls:
* **Minimize** (−): Collapse to just the header bar
* **Maximize** (⤢): Expand to fill the board
* **Close** (×): Remove the panel from your board
### Edit Enrichment Panels
For enrichment/research panels:
1. Click the **pencil icon** in the panel header
2. Modify the research configuration
3. Choose to **Save** or **Save & Re-run**
Re-running regenerates the research with new parameters.
## Panel Types in Detail
### Emails Panel
Requires [email integration](/boards/adding-email) to be configured.
View email history with this contact:
* See sent and received emails
* Compose new emails directly
* Track opens and clicks
![Emails panel showing email thread]()
### Enrichment Panel
Shows AI-generated research about the contact or their company:
| Status | Display |
| -------------- | ---------------------------------------------- |
| **Pending** | "Pending" badge |
| **Generating** | Spinner animation |
| **Completed** | Full research content with Markdown formatting |
| **Failed** | Error message with retry option |
Click the **refresh icon** to re-run research at any time.
## Board Architecture
Under the hood, boards use:
* **react-grid-layout**: For the draggable/resizable grid
* **Per-user layouts**: Your arrangement is saved and synced
* **Per-contact data**: Notes, chat history, and enrichments are stored per contact
* **Real-time updates**: Changes sync across tabs/devices
## Tips & Best Practices
Put frequently-used panels at the top left. Consider a layout like:
* **Top row**: Profile (narrow) + AI Chat (wide)
* **Middle row**: Research panels
* **Bottom row**: Notes + Emails
Create different enrichment panels for different research needs:
* "Recent News" for keeping up with company updates
* "Talking Points" for personalized outreach ideas
* "Competitor Analysis" for sales intelligence
Build a history of your relationship with each contact. Future you (and teammates) will thank you.
## Next Steps
Send emails directly from boards
Configure AI-powered research
Auto-populate contact data
# Adding Contacts
Source: https://docs.pockla.io/contacts/adding-contacts
Import and create contacts in Pockla
Pockla provides multiple ways to add contacts to your workspace—from individual manual entry to bulk CSV imports.
![Contacts page overview]()
## Manual Entry
Add contacts one at a time directly in the app. This is ideal for quickly adding new leads as you encounter them.
From the **Contacts** page, click the **Contact** button in the toolbar.
![Add contact modal]()
Fill in the contact information:
| Field | Required | Description |
| -------------- | -------- | -------------------------------------------------------- |
| **Email** | Yes | The contact's email address (used as primary identifier) |
| **First Name** | No | Contact's first name |
| **Last Name** | No | Contact's last name |
| **Company** | No | Organization or company name |
| **Job Title** | No | Role or position |
| **Phone** | No | Phone number in any format |
Click **Create Contact**. The contact will be added immediately and appear in your contacts table.
After creating a contact from the contacts page, you'll stay on the contacts page with the list refreshed. When creating from a board, you'll be taken directly to that contact's board view.
## CSV Import
Import multiple contacts at once using a CSV file. This is the fastest way to bulk-add contacts from spreadsheets, exports from other tools, or purchased lists.
### Preparing Your CSV
Your CSV file should include headers in the first row. Pockla recognizes these standard column names:
| Column Name | Maps To | Notes |
| ------------------------------------ | ---------- | --------------------------------- |
| `email` | Email | **Required** - primary identifier |
| `first_name` or `firstName` | First Name | |
| `last_name` or `lastName` | Last Name | |
| `company` | Company | |
| `job_title` or `jobTitle` or `title` | Job Title | |
| `phone` | Phone | |
| `notes` | Notes | |
```csv theme={null}
email,first_name,last_name,company,job_title,phone
john@acme.com,John,Smith,Acme Corp,Sales Director,+1 555 123 4567
jane@startup.io,Jane,Doe,Startup Inc,CEO,
mike@bigco.com,Mike,Johnson,BigCo,VP Marketing,+44 20 7946 0958
```
### Import Steps
Go to **Contacts** from the sidebar navigation.
Click the **Import** button in the toolbar.
![Contacts header showing Import button highlighted]()
Drag and drop your CSV file, or click to browse and select it.
![CSV upload dropzone]()
Pockla will attempt to auto-match your CSV columns to contact fields. Review and adjust any mappings that weren't detected correctly.
* Green checkmarks indicate matched columns
* Use dropdowns to manually map unrecognized columns
* Skip columns you don't want to import
![Column mapping interface with dropdowns]()
Preview the data that will be imported. Check for any issues or formatting problems, then click **Import**.
![Import preview showing sample rows]()
### Handling Duplicates
Pockla uses **email address** as the unique identifier for contacts:
* **New emails**: Creates a new contact
* **Existing emails**: Updates the existing contact with new data
* **Empty fields**: Won't overwrite existing data (only fills in blanks)
Contacts without a valid email address will be skipped during import.
## Contact Fields
### Standard Fields
Every contact in Pockla has these built-in fields:
| Field | Type | Description |
| ---------- | ------ | ------------------------------------ |
| Email | String | Primary identifier (**required**) |
| First Name | String | Contact's first name |
| Last Name | String | Contact's last name |
| Company | String | Company or organization |
| Job Title | String | Role or position |
| Phone | String | Phone number |
| Notes | Text | Free-form notes |
| Status | Select | Lead, Prospect, Customer, or Churned |
| Created | Date | When the contact was added |
### Contact Status
Every contact can have a status to track where they are in your pipeline:
New contacts, not yet qualified
Qualified, actively working
Converted customers
Former customers
### Enrichment Columns
When you create enrichment templates (AI-powered research), they appear as additional columns in your contacts table. These columns show:
* **—** No data yet
* **Generating** (with spinner) Research in progress
* **Preview text** Completed research (click to view full content)
* **Error icon** Generation failed (can retry)
![Enrichment Columns]()
See [Enriching Data](/data/enriching-data) to learn more about adding enrichment columns.
## Bulk Actions
After importing or selecting contacts, you can perform actions on multiple contacts at once:
| Action | Description |
| ------------------ | ----------------------------------------------------- |
| **Add to List** | Add selected contacts to a new or existing list |
| **Create Links** | Generate personalized link sets for selected contacts |
| **Run Enrichment** | Execute AI research on selected contacts |
| **Delete** | Permanently remove selected contacts |
![Bulk Actions]()
Use the checkboxes in the leftmost column to select contacts. Click the header checkbox to select all visible contacts.
A selection bar appears at the bottom showing the count of selected contacts and available actions.
Complete the action dialog (e.g., choose a list name) and confirm.
## Filtering and Sorting
### Filter by List
Use the dropdown in the header to filter contacts by list membership:
* **All Contacts**: Show everyone
* **Specific List**: Show only contacts in that list
![Filter contacts]()
### Sort Columns
Click any sortable column header to sort:
* **Email**: Alphabetical
* **Company**: Alphabetical
* **Contact**: By name
* **Title**: Alphabetical
* **Status**: By status type
* **Created**: By date added
Click again to reverse the sort order (ascending ↔ descending).
### Search
Full-text search across contacts is coming soon.
## Next Steps
Add custom fields and enrichment columns to your table
Organize contacts into targeted segments
Automatically research and enrich contact information
Visualize contacts in a pipeline view
# Columns & Custom Fields
Source: https://docs.pockla.io/contacts/columns
Customize your contacts table with custom columns
Customize your contacts table by adding, removing, and configuring columns to match your workflow.
![Contacts table]()
## Managing Columns
### Viewing Column Options
1. Navigate to **Contacts**
2. Click the **Columns** button (or column settings icon)
3. View available columns
### Showing/Hiding Columns
Toggle columns on or off to customize your view:
* Check/uncheck columns in the column picker
* Changes apply to your view
## Column Types
| Type | Description | Example Values |
| ------------ | -------------------------- | ------------------------------------------- |
| Text | Single line of text | "Enterprise", "Hot Lead" |
| Long Text | Multi-line text | Notes, descriptions |
| Number | Numeric values | 1000, 50.5 |
| Date | Date picker | 2024-01-15 |
| Dropdown | Single select from options | "Active", "Inactive" |
| Multi-select | Multiple selections | Tags, categories |
| Checkbox | Boolean true/false | ✓ / ✗ |
| URL | Clickable link | [https://example.com](https://example.com) |
| Email | Email address | [user@example.com](mailto:user@example.com) |
## Special Columns
### Enrichment Columns
Some columns are automatically populated by [data enrichment](/data/enriching-data):
* Company Domain
* LinkedIn URL
* Industry
* Company Size
![Enrichment Columns]()
## Column Best Practices
* Use clear, descriptive names
* Avoid abbreviations
* Consider future filtering needs
* Use dropdowns for controlled values
* Use text for free-form data
* Consider reporting needs when choosing types
## Deleting Columns
Deleting a column removes all data in that column across all contacts. This action cannot be undone.
## Next Steps
Auto-populate columns with AI enrichment
Filter and segment using your custom columns
# Lists
Source: https://docs.pockla.io/contacts/lists
Organize and segment your contacts with lists
Lists help you organize contacts into groups for targeted outreach, segmentation, and campaigns.
![Lists page]()
## What Are Lists?
Lists are collections of contacts grouped together for a specific purpose:
* **Campaign targets** – Contacts for a specific outreach campaign
* **Customer segments** – Enterprise vs SMB, by industry, by region
* **Lead stages** – New leads, qualified, nurturing
* **Event attendees** – Conference contacts, webinar signups
## Creating a List
Click **Lists** in the sidebar
Click **Create List**
* **Name** – Give your list a descriptive name (e.g., "Q1 Enterprise Outreach")
* **Description** – Optional context for your team
![Create list modal with name and description fields]()
## Adding Contacts to Lists
### From the Contacts Page
1. Select contacts using checkboxes
2. Click **Add to List** from the actions menu
3. Choose your target list
4. Confirm
### During Import
When importing contacts via CSV, you can assign them to a list:
1. Upload your CSV
2. Map your columns
3. Select or create a list for the imported contacts
4. Complete the import
![CSV import with list selection option]()
### From a Contact
1. Open a contact's detail view
2. Find the Lists section
3. Click **Add to List**
4. Select the list(s)
## Managing Lists
### Viewing List Members
Click any list to see all contacts in that list. You can:
* Search within the list
* Sort by any column
* Filter by fields
### Removing Contacts
1. Open the list
2. Select contacts to remove
3. Click **Remove from List**
Removing from a list doesn't delete the contact from Pockla—it just removes them from that list.
### Bulk Actions
From within a list view, you can perform bulk actions on all or selected contacts:
| Action | Description |
| ------------------- | --------------------------------------------- |
| **Export** | Download list as CSV |
| **Add to Board** | Add contacts to a board |
| **Create Link Set** | Generate personalized pages for list contacts |
| **Delete** | Remove contacts from Pockla entirely |
## Using Lists
### For Link Sets
Lists are the primary way to select contacts for personalized pages:
1. Create a Link Set
2. Choose "From a List"
3. Select your list
4. All contacts in the list get personalized pages
See [Running for Contacts](/links/running-for-contacts) for details.
### With Boards
Add entire lists to boards for pipeline management:
1. Open a board
2. Click **Add Contacts**
3. Select a list
4. Contacts appear in the board's first stage
### For Campaigns
Organize your outreach by creating lists per campaign:
* "Spring 2024 Enterprise Campaign"
* "Webinar Follow-ups - March"
* "Trade Show Leads - CES"
## Best Practices
Include the purpose, date, or segment in the name. "Q1 Enterprise Outreach" is better than "List 1".
Smaller, targeted lists perform better than large generic ones. Create separate lists for different campaigns or segments.
Archive or delete lists after campaigns end to keep your workspace organized.
## Next Steps
Visualize contacts in a pipeline
Create personalized pages for a list
# Enriching Data
Source: https://docs.pockla.io/data/enriching-data
Automatically enrich your contacts with AI-powered data
Pockla's data enrichment automatically fills in missing contact information using AI and external data sources. Turn sparse contact records into rich, actionable profiles.
## What Gets Enriched?
### Contact Data
| Field | Description |
| ------------ | ------------------------ |
| Full Name | Parse and complete names |
| Title | Current job title |
| Phone | Business phone number |
| LinkedIn URL | LinkedIn profile URL |
### Company Data
| Field | Description |
| ------------ | --------------------------------------- |
| Company Name | Official company name from email domain |
| Industry | Industry classification |
| Company Size | Employee count range |
| Headquarters | Location |
| Website | Company website |
| Description | Brief company summary |
## Running Enrichment
### Single Contact Enrichment
1. Open a contact
2. Click **Add Panel**
3. Select the Research Agent panel type
4. Configure the Research Agent
5. Click **Save & Research**
### Bulk Enrichment
Enrich multiple contacts at once:
1. On the contacts table page, click **Research Agent**
2. Configure the Research Agent by setting the following:
* **Name**: Column name (e.g., "Company Summary")
* **Objective**: What to research (e.g., "Find a brief summary of what this company does")
* **Output format**: How to structure results
* **Iterations**: Research depth (1-10)
3. Click **Save & Research**
4. Monitor generation progress
## Enrichment Sources
Pockla uses multiple sources for enrichment:
### Web Search
AI-powered web search finds:
* Company information
* News and updates
* Social profiles
### Domain Analysis
Extracts information from email domains:
* Company website
* Company name
* Industry indicators
## Enrichment Quality
### Reviewing Enrichment
Always review AI-enriched data for accuracy, especially:
* Uncommon names
* Similar company names
* Recent job changes
## Best Practices
Email addresses are the most reliable starting point for enrichment. Ensure accurate emails for best results.
Enrich contacts in batches to monitor quality and catch any issues early.
Spot-check enriched data before using it in outreach campaigns.
## Troubleshooting
* Verify email address is correct
* Company may be too small or private
* Try running enrichment again
* Manually correct the field
* Report the issue for data quality improvement
## Next Steps
Go deeper with AI-powered research
Create columns for enriched data
# Research Agent
Source: https://docs.pockla.io/data/research-agent
AI-powered research assistant for contacts and companies
The Research Agent is Pockla's AI assistant that researches contacts and companies, providing actionable insights for your outreach.
## What Is the Research Agent?
Unlike basic enrichment (which fills in standard fields), the Research Agent:
* Conducts deep web research on contacts and companies
* Synthesizes information into actionable insights
* Provides suggested talking points
* Identifies relevant news and events
* Surfaces connections and commonalities
## Using the Research Agent
The Research Agent lives inside **Boards**. When viewing a contact:
1. Open a board
2. Click on a contact card
3. Use the **Board Agent** chat panel
4. Ask it to research the contact or company
![Board Agent chat panel with research prompt]()
### Example Prompts
> "Research this contact's company"
> "What's the latest news about this company?"
> "Find background on this person"
> "What are some good talking points for reaching out?"
## Research Output
### Company Research
The agent can provide:
* **Company Overview**: What the company does
* **Recent News**: Latest press and announcements
* **Key People**: Leadership and relevant contacts
* **Industry Context**: Market position and competitors
* **Growth Signals**: Funding, hiring, expansion
![Company research output example]()
### Contact Research
For individual contacts:
* **Background**: Career history and experience
* **Recent Activity**: Posts, articles, speaking events
* **Interests**: Topics they engage with
* **Connection Points**: Shared connections or interests
* **Talking Points**: Suggested conversation starters
![Contact research output example]()
## Research Agent Tools
The Research Agent has access to:
### Web Search
Searches the web for:
* Company websites
* News articles
* Press releases
* Blog posts
### Page Scraping
Reads and extracts information from:
* Company about pages
* News articles
* LinkedIn profiles (public)
## Best Practices
Run research before sending important emails. Personalized outreach based on research has significantly higher response rates.
Research takes time. Prioritize for key prospects and decision-makers.
AI research is a starting point. Review insights and add your own perspective before outreach.
Re-run research periodically for active deals, as company situations change.
## Limitations
* Research is based on publicly available information
* Recent events may not be immediately reflected
* Small or private companies may have limited data available
* Results depend on what's findable on the web
## Troubleshooting
* Ensure you're using the Board Agent chat panel
* Check if contact has sufficient data (email, company name)
* Try being more specific in your request
* Small or private companies have limited public data
* Try asking follow-up questions
* Add more contact details to improve results
* Ask the agent to search for recent news specifically
* Web search results reflect what's currently indexed
## Next Steps
Create boards to use Research Agent
Use research insights to draft emails
# Quickstart
Source: https://docs.pockla.io/getting-started/quickstart
Get up and running with Pockla in 5 minutes
Four steps to your first personalized outreach campaign.
## Step 1: Connect Data
Import the contacts you want to create pages for.
1. Click **Upload CSV** from Quick Actions on your dashboard
2. Upload your spreadsheet
3. Map columns to Pockla fields (email, name, company, etc.)
4. Review and click **Import**
Include at least an email column. Company name and contact name improve personalization.
1. Click **Import from HubSpot** from Quick Actions
2. Connect your HubSpot account
3. Select contacts or lists to import
4. Click **Import**
See [HubSpot Integration](/integrations/hubspot/overview) for full setup.
1. Go to **Contacts** in the sidebar
2. Click **Add Contact**
3. Enter contact details
4. Click **Save**
## Step 2: Generate Links
Create a Link Set—a collection of personalized pages, one per contact.
1. Click **Create Link Set** from Quick Actions
2. Choose your source:
* **From a List** – Select an existing list
* **Select Contacts** – Pick individual contacts
3. Enter the URL of the page you want to personalize
4. Use the AI chat to configure which elements to personalize
5. Preview how pages will look for different contacts
## Step 3: Install Snippet
Add the Pockla snippet to enable personalization on your site.
```html theme={null}
```
The snippet activates when a visitor arrives via a Pockla link, loading a personalized experience for that visitor.
See [JavaScript Snippet Installation](/integrations/js-snippet/installation) for detailed setup.
You can skip this step initially, but you won't see engagement analytics until it's installed.
## Step 4: Publish
Make your personalized pages live.
1. Review your Link Set in the preview
2. Click **Publish**
3. Each contact gets a unique URL (e.g., `pages.pockla.io/abc123`)
4. Share links via email, LinkedIn, or your outreach tool
Once published, you can:
* Track views in real-time
* See engagement metrics per contact
* Push data back to HubSpot (if connected)
![Link Set analytics view showing engagement metrics]()
## What's Next?
Get AI-powered insights on your contacts
Visual pipeline view with AI research panels
Auto-fill missing contact information
Push engagement data to your CRM
# Getting Set Up
Source: https://docs.pockla.io/getting-started/setup
Create your account and let Pockla learn about your business
This guide walks you through setting up your Pockla account. The onboarding process uses AI to understand your business, so Pockla can help you create personalized outreach from day one.
## Prerequisites
* Modern web browser (Chrome, Firefox, Safari, Edge)
* Your company website URL
## The Onboarding Flow
When you sign up, Pockla guides you through a 4-step wizard that analyzes your company and sets up your account.
Navigate to [app.pockla.io](https://app.pockla.io) and enter your company website URL.
Pockla will:
* Connect to your website
* Read your homepage content
* Analyze your company profile
* Generate suggested objectives
![Enter Your Website step]()
Review the AI-generated company name and description. You can edit these if they're not quite right.
This information helps Pockla understand what you do and who your customers are.
![Confirm Your Profile step]()
Choose the objectives that matter most to you from the AI-suggested list. These might include:
* Generate more qualified leads
* Improve outreach response rates
* Build stronger customer relationships
* Scale personalized engagement
Your selections help Pockla prioritize features and suggestions for your use case.
![Select Your Objectives step]()
Enter your details to create your account:
* **Team name** – Pre-filled with your company name (editable)
* **Email** – Your work email address
* **Password** – Must be 8+ characters with uppercase, lowercase, and a number
Once you submit, your account is created and you're redirected to your dashboard.
![Create Your Account step]()
## Account Setup (Post-Login)
After your account is created, Pockla runs a deeper analysis of your company in the background. You'll see an **Account Setup** card on your dashboard showing progress through 6 milestones:
Your account is ready
Deep dive into your web presence
Identifying your products & services
Researching your competitive landscape
Building your ideal customer profile
Creating sample contacts to explore
### What the Onboarding Agent Does
The onboarding agent is an AI that researches your company in depth. It:
1. **Searches the web** for information about your company
2. **Scrapes key pages** from your website
3. **Synthesizes a company profile** including:
* Company summary
* Products & services
* Target customers
* Competitors
4. **Crawls your sitemap** to build a page index for link creation
5. **Generates demo contacts** based on your ideal customer profile
This analysis powers features like personalized outreach suggestions and the Research Agent.
The analysis typically takes 1-2 minutes. You can navigate away and come back—it continues in the background.
### Viewing Your Company Profile
After setup completes, you can view and edit your company profile in **Settings → Company**.
The profile includes:
* Website URL
* Company name
* Short description
* Full analysis (summary, products, customers, competitors)
## Next Steps
Import contacts via CSV or add them manually
Get up and running in 5 minutes
# Introduction
Source: https://docs.pockla.io/index
Create personalized web pages for every contact in your CRM
## What is Pockla?
Pockla creates personalized web pages for your CRM contacts at scale. Instead of sending generic outreach, you give each prospect their own branded page—tailored to their company, role, and interests.
**The core workflow:**
1. **Import contacts** from CSV or HubSpot
2. **Create a Link Set** – a collection of personalized pages
3. **Configure your template** – add dynamic fields, your branding, relevant content
4. **Publish** – each contact gets a unique URL to their page
5. **Track engagement** – see who viewed, when, and for how long
## Why Pockla?
| Traditional Outreach | With Pockla |
| ---------------------------- | ----------------------------------------------- |
| Same email to everyone | Personalized page per contact |
| "Hi " merge fields | Rich, dynamic content tailored to their company |
| No visibility after send | Real-time engagement tracking |
| Manual research per prospect | AI-powered research and enrichment |
## Key Capabilities
Generate unique web pages for each contact with dynamic content, your branding, and relevant messaging
The Research Agent analyzes contacts and companies, surfacing insights and talking points
Two-way sync with HubSpot. Import contacts, push engagement data back to your CRM
Know exactly when contacts view their page and what they interact with
## How It Works
When you sign up, Pockla's onboarding agent analyzes your website to understand:
* What your company does
* Your products and services
* Your target customers
* Your competitive landscape
This powers intelligent defaults, personalization suggestions, and the Research Agent's understanding of your business.
## Get Started
Create your account and complete onboarding
Import contacts and create your first link set
## Explore Features
Import and manage contacts
Segment and organize
Visual pipeline view
Create personalized pages
AI-powered data fill
CRM integration
# Gmail Integration
Source: https://docs.pockla.io/integrations/gmail/overview
View email history and create drafts from within Pockla
The Gmail integration connects your email to Pockla's Boards, letting you see email history with contacts and draft replies without leaving the app.
## What It Does
Once connected, Gmail integration enables:
* **Email history** – View all emails exchanged with a contact's company domain
* **Create drafts** – Draft new emails or replies directly from Boards
* **AI-assisted emails** – The Board Agent can read your email history and draft contextual replies
## Where It Appears
Gmail integration is used in **Boards**. When viewing a contact card, the **Emails** panel shows:
* Recent emails with that contact's company (by domain)
* Sent and received messages
* Draft emails in progress
* Quick links to open emails in Gmail
## Connecting Gmail
Navigate to **Boards** and open any board with contacts.
Click on a contact card to open the detail view, then click the **Emails** panel tab.
If Gmail isn't connected, you'll see a prompt. Click **Connect Gmail**.
You'll be redirected to Google's OAuth screen. Sign in with the Gmail account you use for work emails.
Pockla requests these permissions:
* **Read emails** – To show email history in the panel
* **Compose emails** – To create drafts on your behalf
After authorizing, you're redirected back to Pockla. The Emails panel now shows your email history with that contact's company.
## Using the Emails Panel
### Viewing Emails
The Emails panel shows all emails exchanged with the contact's **company domain**. For example, if viewing a contact with email `john@acme.com`, you'll see all emails to/from `@acme.com`.
Each email shows:
* **Direction** – Sent (→) or received (←)
* **Date** – When the email was sent
* **Subject** – Email subject line
* **Preview** – First few lines of content
Click an email to see the full content.
### Email Actions
From the email detail view:
| Action | Description |
| ----------------- | ------------------------------------ |
| **Copy** | Copy email body to clipboard |
| **Open in Gmail** | Open the email in Gmail in a new tab |
### Drafts
Draft emails appear in the list with a pen icon. Click to view and edit in Gmail.
## Board Agent Email Tools
When Gmail is connected, the Board Agent (AI assistant in Boards) can work with your emails:
### Read Emails
Ask the agent to check email history:
> "What's our recent email thread with this contact?"
> "Show me the last few emails with Acme Corp"
### Create Drafts
Ask the agent to draft emails:
> "Draft a follow-up email to John about our last conversation"
> "Write a reply to their latest email asking about pricing"
The agent creates drafts in your Gmail—you review and send from Gmail.
### Reply to Threads
The agent can create threaded replies:
> "Reply to the email about the Q2 proposal"
Replies appear in the correct Gmail thread, preserving conversation context.
The agent uses contact data, enrichments, and email history to write contextual, personalized drafts. The more data you have on a contact, the better the drafts.
## Data & Privacy
### What Pockla Accesses
* **Email metadata** – Subject, sender, recipient, date
* **Email content** – Body text for display and AI context
* **Only relevant emails** – Filtered to the contact's company domain
### What Pockla Stores
* **OAuth tokens** – Encrypted, used to access Gmail API
* **Email cache** – Temporary, for display in the panel
Pockla does not:
* Store a permanent copy of your emails
* Access emails unrelated to your contacts
* Send emails without your explicit action (drafts only)
### Revoking Access
To disconnect Gmail:
1. Go to **Settings** → **Integrations**
2. Find Gmail and click **Disconnect**
Or revoke from Google:
1. Go to [Google Account Security](https://myaccount.google.com/permissions)
2. Find Pockla and click **Remove Access**
## Troubleshooting
* Ensure the contact has an email address with a company domain
* Personal emails (gmail.com, outlook.com) won't match company emails
* Check that Gmail is still connected (may need to reconnect if token expired)
* Ensure you're signing in with a Google Workspace or personal Gmail account
* Try clearing browser cookies and reconnecting
* Check that popup blockers aren't preventing the OAuth window
* Drafts may take a few seconds to sync
* Check the Drafts folder in Gmail
* Ensure you authorized the "compose" permission
* Gmail must be connected before the agent can use email tools
* Connect Gmail in the Emails panel, then try again
## Next Steps
Learn about Boards and contact management
Use AI to research contacts alongside email history
# HubSpot App Installation
Source: https://docs.pockla.io/integrations/hubspot/installation
Install and configure the Pockla HubSpot integration
Connect HubSpot to Pockla to import contacts and generate personalized links from HubSpot workflows.
## What You Get
The HubSpot integration enables:
* **Contact import**: Pull contacts and lists from HubSpot into Pockla
* **Workflow actions**: Add Pockla link generation as a custom action in HubSpot workflows
## Prerequisites
* HubSpot account with CRM
* Admin or sufficient permissions to authorize apps
* Pockla account
## Installation
Go to **Settings** → **Integrations** → **HubSpot** in Pockla and click **Connect HubSpot**
Sign into HubSpot and authorize the connection. Review the requested permissions and click **Connect app**.
You're connected and ready to import contacts or use workflow actions.
## Permissions (OAuth Scopes)
The integration requests these HubSpot permissions:
| Scope | Purpose |
| ---------------------------- | ------------------------------------------------------ |
| `crm.objects.contacts.read` | Read contacts for import |
| `crm.objects.contacts.write` | Write generated link URLs to contact records (pending) |
| `crm.lists.read` | Read contact lists for import filtering |
| `crm.schemas.contacts.read` | Read contact properties for field mapping |
| `crm.schemas.contacts.write` | Create custom properties to store Pockla data |
| `automation` | Enable Pockla as a workflow action |
## Using the Integration
### Importing Contacts
1. Go to **Contacts** → **Import** in Pockla
2. Select **HubSpot** as the source
3. Choose lists or apply filters
4. Map fields and import
### Workflow Actions
The `automation` scope allows you to use Pockla link generation as a custom action in HubSpot workflows:
1. In HubSpot, create or edit a workflow
2. Add the **Generate Pockla Link** action
3. Select your Pockla Link Set from the dropdown
4. When contacts enter the workflow, personalized pages are generated automatically
See [Workflow Integration](/links/workflow-integration) for detailed setup.
## Troubleshooting
* Check that HubSpot is connected in Pockla Settings → Integrations
* Verify you have workflow permissions in HubSpot
* Try refreshing the workflow editor
* Reconnect with an admin account that has sufficient permissions
OAuth tokens may expire. Reconnect in Pockla **Settings** → **Integrations** → **HubSpot**.
## Disconnecting
To disconnect HubSpot:
1. In Pockla, go to **Settings** → **Integrations** → **HubSpot**
2. Click **Disconnect**
You can also revoke access from HubSpot:
1. Go to HubSpot **Settings** → **Integrations** → **Connected Apps**
2. Find Pockla and click **Uninstall**
Disconnecting removes the ability to import contacts and use workflow actions. Existing data remains in both systems.
## Support
For HubSpot integration issues, email [support@pockla.io](mailto:support@pockla.io).
## Next Steps
Set up automated link generation
Import HubSpot contacts to Pockla
# HubSpot Integration
Source: https://docs.pockla.io/integrations/hubspot/overview
Sync your contacts and automate link generation with HubSpot CRM
Connect Pockla with HubSpot to import contacts and automate personalized link generation through HubSpot workflows.
## Overview
The HubSpot integration provides:
* **Contact import**: Pull contacts from HubSpot into Pockla
* **Workflow actions**: Generate personalized Pockla links automatically from HubSpot workflows (via the `automation` scope)
Write access to store generated link URLs back on HubSpot contact records is coming soon.
## Prerequisites
Before connecting:
* HubSpot account (Free, Starter, Professional, or Enterprise)
* Admin access in HubSpot (or sufficient permissions to authorize apps)
* Pockla account
## Connecting HubSpot
Go to **Settings** → **Integrations** → **HubSpot**
Click **Connect HubSpot**
You'll be redirected to HubSpot to sign in and authorize Pockla. Review the requested permissions and click **Connect app**.
You're connected! You can now import contacts and use Pockla as a workflow action.
## Key Features
### Importing Contacts
Import existing HubSpot contacts into Pockla:
1. Go to **Contacts** → **Import**
2. Select **HubSpot** as the source
3. Choose a list or filter criteria
4. Map fields
5. Import
### Workflow Integration
The most powerful feature is generating Pockla links from HubSpot workflows. The `automation` scope allows you to add Pockla link generation as a custom action in your HubSpot workflows:
1. Create a Link Set in Pockla configured for workflow activation
2. In HubSpot, add the **Generate Pockla Link** action to any workflow
3. Select your Link Set
4. Contacts entering the workflow automatically get personalized pages generated
See [Workflow Integration](/links/workflow-integration) for detailed setup.
### Field Mapping
Default field mappings when importing:
| Pockla Field | HubSpot Property |
| ------------ | ---------------- |
| Email | email |
| First Name | firstname |
| Last Name | lastname |
| Company | company |
| Title | jobtitle |
| Phone | phone |
## Troubleshooting
* Verify connection is active in Settings → Integrations → HubSpot
* Check field mappings
* Ensure HubSpot permissions are correct
* Check that HubSpot is connected in Pockla
* Verify you have workflow permissions in HubSpot
* Try refreshing the workflow editor
* Reconnect with an admin account
* Verify HubSpot user permissions
OAuth connections may expire. Go to Settings → Integrations → HubSpot and click **Reconnect**.
## Data Privacy & Security
* Data is encrypted in transit (HTTPS)
* OAuth 2.0 for secure authentication
* Pockla does not store HubSpot credentials—only OAuth tokens
## Next Steps
Details on permissions and setup
Automate link generation
# Integrations
Source: https://docs.pockla.io/integrations/introduction
Connect Pockla with your existing tools and workflows
Pockla integrates with your existing tools to create a seamless workflow. Sync data, automate processes, and extend functionality.
## Available Integrations
Contact import and workflow automation
View email history and draft messages from Boards
Add personalization to your website
## Integration Categories
### CRM Integrations
Sync contacts and automate with your CRM:
* [HubSpot](/integrations/hubspot/overview) – Contact import, workflow actions for automated link generation
### Email Integrations
Connect your email for communication features:
* [Gmail](/integrations/gmail/overview) – View email history in Boards, create drafts
### Website Integrations
Add Pockla functionality to your website:
* [JavaScript Snippet](/integrations/js-snippet/installation) – Personalization script for your site
## Managing Integrations
### Viewing Connected Integrations
1. Go to **Settings** → **Integrations**
2. View all available and connected integrations
3. Manage connection status
### Disconnecting Integrations
To disconnect an integration:
1. Go to **Settings** → **Integrations**
2. Find the integration
3. Click **Disconnect** or **Remove**
4. Confirm
Disconnecting an integration stops data sync. Historical data typically remains in Pockla.
## Requesting Integrations
Don't see an integration you need? Contact us at [support@pockla.io](mailto:support@pockla.io) to request new integrations.
## Next Steps
Import contacts and automate workflows
Enable email features in Boards
# JavaScript Snippet
Source: https://docs.pockla.io/integrations/js-snippet/installation
Add personalization to your website with a single script
The Pockla snippet enables personalized content on your website. When a visitor arrives via a Pockla link, the snippet detects it and loads their personalized experience.
## The Snippet
```html theme={null}
```
That's it. Just one line that should be added at the very top of the `` section.
## How It Works
1. A visitor clicks a Pockla link (which includes a `pklid` parameter in the URL)
2. The snippet reads the `pklid` from the URL
3. It loads a personalized script from `embed.pockla.io` for that visitor
4. The page content is personalized before the visitor sees it
If no `pklid` parameter is present, the snippet does nothing — zero overhead for regular visitors.
## Platform-Specific Instructions
Any website with HTML access
Shopify stores
Webflow sites
WordPress sites
## Verifying Installation
After adding the snippet:
1. Open your website in a browser
2. Right-click the page and select **View Page Source**
3. Search for `pklid` — you should see the Pockla snippet in the `` section
The snippet only activates when a visitor arrives via a Pockla link, so it won't make any network requests on a normal page load. To see it in action, send yourself a Pockla link and click through to your site.
## Frequently Asked Questions
No. The inline snippet is tiny and only loads an external script when a `pklid` parameter is present. Regular visitors without a Pockla link see zero additional network requests.
Yes. Pockla is designed with security and privacy in mind. The snippet only loads personalization for visitors who arrive via your Pockla links.
We don't recommend GTM for Pockla. GTM loads scripts with a delay, which can cause a flash of unpersonalized content. Install the snippet directly in your `` for the best experience.
Yes. Simply delete the snippet from your site and personalization stops immediately.
## Need Help?
If you run into issues during installation, contact our support team.
Get help with installation
# Shopify Installation
Source: https://docs.pockla.io/integrations/js-snippet/shopify
Add Pockla personalization to your Shopify store
Adding the Pockla snippet to your Shopify store's `` section is straightforward. Follow the steps below.
## Step 1: Open the Code Editor
From your Shopify admin, navigate to **Online Store** → **Themes**
Find your current theme and click **Actions** → **Edit Code**
## Step 2: Add the Snippet
Copy the Pockla snippet:
```html theme={null}
```
In the left sidebar, find **theme.liquid** under the **Layout** folder
Press **CMD+F** (Mac) or **CTRL+F** (Windows) and search for ``
Paste the Pockla snippet at the very top of ``, on the first line after the opening tag
```html theme={null}
```
Click **Save** in the top right
Be careful not to delete any existing code—even a single bracket can break your theme.
## Frequently Asked Questions
No. The snippet is tiny and only loads an external script when a visitor arrives via a Pockla link. Regular visitors see zero additional overhead.
Yes. Pockla is designed with security and privacy in mind. The snippet only loads personalization features you've configured.
We don't recommend GTM for Pockla. GTM loads scripts with a delay, causing flicker. Install directly in theme.liquid for the best experience.
Yes. Go back to theme.liquid, delete the Pockla snippet, and click Save.
## Need Help?
Get help with Shopify installation
# Standard HTML Installation
Source: https://docs.pockla.io/integrations/js-snippet/standard
Add Pockla to any website with HTML access
Adding the Pockla snippet to your website's `` section takes just a few minutes.
## Step 1: Open Your HTML
Locate the HTML file that contains your site's `` section. This is typically:
* `index.html` for static sites
* A layout or template file for frameworks
* Your theme's header file for CMS platforms
## Step 2: Add the Snippet
Copy the Pockla snippet:
```html theme={null}
```
Paste it at the very top of your `` section:
```html theme={null}
Your Site
...
```
The snippet must be the very first thing in your `` to prevent a flash of unpersonalized content.
## Step 3: Save and Deploy
Save your changes and deploy to your live site.
## Verify Installation
Open your site in a browser and check that the snippet is present:
1. Right-click the page and select **View Page Source**
2. Search for `pklid` — you should see the Pockla snippet in the `` section
The snippet only activates when a visitor arrives via a Pockla link, so it won't make any network requests on a normal page load. To see it in action, send yourself a Pockla link and click through to your site.
## Framework-Specific Notes
For Next.js, add the snippet to your root layout using `dangerouslySetInnerHTML`:
```jsx theme={null}
// app/layout.tsx
export default function RootLayout({ children }) {
return (
```
Simply add the snippet to every page's ``, or to a shared header include file.
## Troubleshooting
* Check for typos in the snippet
* Ensure there are no JavaScript errors blocking execution
* Verify the snippet is inside ``, not ``
* Confirm the URL includes a valid `pklid` parameter
* Confirm you've published personalization rules in Pockla
* Check that the visitor matches your targeting criteria
* Clear your browser cache and reload
* Make sure the snippet is the very first thing in your ``
* Ensure no other scripts are blocking Pockla from loading
## Need Help?
Get help with installation
# Webflow Installation
Source: https://docs.pockla.io/integrations/js-snippet/webflow
Add Pockla personalization to your Webflow site
Adding the Pockla snippet to your Webflow site's `` section is straightforward. Follow the steps below.
## Step 1: Open Site Settings
In your Webflow Designer, click the **gear icon** in the left sidebar to open **Site Settings**, then select the **Custom Code** tab.
## Step 2: Paste the Snippet
Copy the Pockla snippet:
```html theme={null}
```
In the Custom Code tab, find the **Head code** section (the first input field). Paste the snippet into the Head code field.
This adds the snippet before the closing `` tag on all pages of your site.
## Step 3: Save and Publish
Click **Save changes** in the Custom Code settings
Click **Publish** in the top right of the Designer to make the snippet live
Custom code changes in Webflow only appear in preview mode until you publish. The Pockla snippet will not work for visitors until you publish your site.
## Frequently Asked Questions
No. The snippet is tiny and only loads an external script when a visitor arrives via a Pockla link. Regular visitors see zero additional overhead.
Yes. Pockla only loads personalization for visitors who arrive via your Pockla links.
Yes. Instead of using Site Settings, you can add the snippet to individual pages via Page Settings → Custom Code → Head code.
Yes. Go back to Site Settings → Custom Code, delete the snippet from Head code, save, and publish.
## Need Help?
Get help with Webflow installation
# WordPress Installation
Source: https://docs.pockla.io/integrations/js-snippet/wordpress
Add Pockla personalization to your WordPress site
Adding the Pockla snippet to your WordPress site's `` section can be done in several ways. Choose the method that works best for you.
## The Snippet
```html theme={null}
```
## Method 1: Using a Plugin (Recommended)
The easiest way is to use a header/footer plugin.
Install and activate one of these plugins:
* **Insert Headers and Footers** (by WPBeginner)
* **WPCode** (formerly Insert Headers and Footers)
* **Header Footer Code Manager**
Go to the plugin's settings (usually under **Settings** or **Tools**)
Paste the Pockla snippet in the **Header** section:
```html theme={null}
```
Click **Save** to apply changes
Using a plugin ensures the snippet persists through theme updates.
## Method 2: Theme Editor
Add the snippet directly to your theme's header file.
Go to **Appearance** → **Theme File Editor**
(On older WordPress versions: **Appearance** → **Editor**)
In the right sidebar, click on **header.php** (or **Theme Header**)
Find the `` tag and paste the Pockla snippet at the very top, right after the opening tag:
```php theme={null}
```
Click **Update File** to save
Theme editor changes will be lost if you update your theme. Use a child theme or a plugin for permanent changes.
## Method 3: functions.php
Add the snippet programmatically via your theme's functions file.
Go to **Appearance** → **Theme File Editor** and select **functions.php**
Add this code at the end of the file:
```php theme={null}
function add_pockla_script() {
echo '';
}
add_action('wp_head', 'add_pockla_script', 1);
```
The `1` priority ensures it loads early in the ``.
Click **Update File** to save
For permanent changes, add this code to a child theme's functions.php instead.
## Frequently Asked Questions
* **Plugin method** – Best for most users. Survives theme updates.
* **Theme editor** – Quick but temporary. Lost on theme updates.
* **functions.php** – Good for developers. Use a child theme.
No. The snippet is tiny and only loads an external script when a visitor arrives via a Pockla link. Regular visitors see zero additional overhead.
Yes. The Pockla snippet works with all major caching plugins (WP Rocket, W3 Total Cache, etc.). You may need to clear your cache after installation.
We don't recommend GTM for Pockla. GTM loads scripts with a delay, causing flicker. Install directly in the header for the best experience.
Yes. Remove it from wherever you added it (plugin settings, header.php, or functions.php).
## Need Help?
Get help with WordPress installation
# Links Overview
Source: https://docs.pockla.io/links/introduction
Create personalized web pages for your contacts
Links in Pockla are personalized web pages—one for each contact. You select a page from your website, choose elements to personalize, and Pockla generates a unique version for every contact using AI.
## The Links Page
The Links page is your central hub for creating and managing personalized pages.
![Links page overview]()
### Quick Actions
At the top of the page, you'll find two quick action buttons:
* **Start From a List** – Create a Link Set using contacts from an existing list
* **Start From All Contacts** – Create a Link Set using your entire contact database
### Link Sets Table
Below the quick actions, you'll see your Link Sets displayed in a table with the following columns:
| Column | Description |
| --------------- | ------------------------------------------------- |
| **Name** | The name/description of your Link Set |
| **Source Page** | The URL of the page being personalized |
| **Elements** | Number of elements configured for personalization |
| **Instances** | Number of generated pages for contacts |
| **Created** | Date the Link Set was created |
### Actions
* **Analytics** – View engagement metrics across all your Link Sets
* **+ New Link Set** – Create a new Link Set from scratch
## What is a Link Set?
A Link Set is your personalization template. It defines:
* Which page to personalize (the source URL)
* Which elements to customize (headlines, paragraphs, CTAs)
* How to personalize each element (AI prompts)
From one Link Set, you generate individual pages (called **instances**) for each contact.
## How It Works
1. **Choose a source page** – Any page on your website
2. **Select elements to personalize** – Headlines, paragraphs, CTAs, etc.
3. **Write prompts** – Tell the AI how to personalize each element
4. **Generate** – Pockla creates a unique page for each contact
5. **Publish** – Each contact gets their own URL
## What Gets Personalized
You can personalize any text element on your page:
| Element Type | Example Use |
| --------------------- | ---------------------------------------------- |
| **Headlines (H1-H3)** | Personalized welcome message with company name |
| **Paragraphs** | Tailored value propositions |
| **CTAs / Buttons** | Personalized call-to-action buttons |
| **List items** | Industry-specific benefits |
The AI uses contact data (name, company, job title) plus any enrichments you've added to generate relevant content.
## Creating a Link Set
Click **Start From a List** or **Start From All Contacts**, or use the **+ New Link Set** button.
Choose which contacts to generate pages for:
* **From a List** – Select an existing contact list
* **All Contacts** – Use your entire database
Paste the URL of the page you want to personalize.
Use the AI chat to describe what you want to personalize. Select elements on your page and write prompts for each.
Preview with a sample contact, then generate pages for all selected contacts.
Once generated, publish to make the URLs live. Each contact gets a unique URL (e.g., `pages.pockla.io/abc123`).
## Available Contact Data
Your prompts can reference any contact field:
| Variable | Description |
| --------- | -------------------- |
| firstName | Contact's first name |
| lastName | Contact's last name |
| email | Email address |
| company | Company name |
| jobTitle | Job title / role |
Plus any custom enrichments you've created (e.g., company\_summary, recent\_news).
## Link Set Statuses
Each generated page (instance) has a status:
| Status | Meaning |
| -------------- | ----------------------------------- |
| **Generating** | AI is creating personalized content |
| **Ready** | Generated but not yet published |
| **Published** | Live and accessible via URL |
| **Failed** | Generation error (check logs) |
## Viewing Link Set Details
Click on any Link Set in the table to view:
* All generated instances
* Status of each instance
* Individual preview for each contact
* Engagement analytics (after publishing)
## Next Steps
Learn more about generating pages for specific contacts
Automate page generation with HubSpot workflows
# Running for Contacts
Source: https://docs.pockla.io/links/running-for-contacts
Generate personalized pages for a specific set of contacts
When you have a defined list of contacts—an outreach campaign, event follow-ups, or account-based marketing list—you run links "for contacts." Pockla generates a personalized page for each contact in one operation.
## When to Use This
* **Campaign outreach** – Email campaigns where each recipient gets a unique landing page
* **Event follow-ups** – Personalized pages for conference attendees
* **ABM lists** – Account-based marketing with tailored content per company
* **Sales sequences** – Personal pages for prospects in your pipeline
## The Process
Choose contacts from your Pockla database:
* **From a List** – Select an existing list (e.g., "Q1 Enterprise Prospects")
* **Select Contacts** – Pick individual contacts from your contacts table
You can select anywhere from 1 to thousands of contacts.
![Contact/List selection interface]()
Enter the URL of the page to personalize and use the AI chat to configure elements and prompts.
![Page configuration with AI chat]()
See [Links Overview](/links/introduction) for detailed configuration steps.
Before generating for everyone, preview with one contact. Click **Run Example** to see exactly what the AI produces.
![Preview with sample contact]()
Try a few different contacts to make sure your prompts work well across various companies and roles.
Click **Generate** to create pages for all selected contacts. You'll be taken to the instances view where you can watch progress.
![Generation progress view]()
## What Happens During Generation
When you run generation:
1. **Link Set is created** – Your configuration (page, elements, prompts) is saved
2. **Instances are queued** – One instance per contact, all starting in "generating" status
3. **Background processing** – Each contact is processed sequentially:
* Contact data is loaded (including any enrichments)
* AI generates personalized content for each element
* Generated HTML is saved
4. **Progress updates** – The instances table updates in real-time as each completes
5. **Ready for publish** – Once all are generated, you can publish
Generation happens in the background. You can navigate away and come back—it continues running. Check the progress bar or instances table to see status.
## Generation Time
Time depends on:
* Number of contacts
* Number of elements being personalized
* AI response time
**Rough estimates:**
* 10 contacts, 3 elements: \~1-2 minutes
* 100 contacts, 5 elements: \~10-15 minutes
* 500 contacts: \~45-60 minutes
## Using Enrichments
If you've added enrichments to your contacts (via the Enrichment feature), they're available in your prompts.
**Example:** If you have a "Company Summary" enrichment:
```
Write a paragraph explaining how our product solves challenges
for companies like {{company}}.
Use this context about them:
{{company_summary}}
```
Enrichments are loaded per-contact during generation, so each page uses that specific contact's enriched data.
## After Generation
Once generation completes:
1. **Review instances** – Check for any failures
2. **Preview pages** – Click any instance to see the generated page
3. **Publish** – Make URLs live so you can share them
4. **Export URLs** – Get a list of all personalized URLs for your outreach tool
![Instances view after generation]()
## Handling Failures
If some contacts fail to generate:
| Issue | Solution |
| ------------------ | ---------------------------------------------------- |
| Missing data | Ensure contacts have required fields (company, name) |
| Enrichment missing | Run enrichments before generating |
| AI error | Retry failed instances individually |
Failed instances show an error message. You can retry them without regenerating successful ones.
## Publishing
Generated pages aren't live until you publish:
1. Go to your Link Set's instances view
2. Select instances to publish (or "Select All")
3. Click **Publish**
4. Each contact gets a unique URL (e.g., `pages.pockla.io/abc123`)
Published URLs are immediately accessible. Share them in emails, LinkedIn messages, or any outreach channel.
## Tracking Engagement
After publishing, you can see:
* **Views** – When someone visits their page
* **Time on page** – How long they engaged
* **Clicks** – What they clicked on
This data flows back to the contact record and (if connected) to HubSpot.
## Best Practices
Test with 5-10 contacts first. Review the generated content to refine your prompts before scaling up.
AI-generated pages are only as good as the data. Run enrichments first to give the AI more context about each contact's company.
Vague prompts produce generic content. Be specific about tone, length, and what information to include.
**Good:** "Write a 2-sentence headline welcoming the contact by first name and mentioning a specific challenge their industry faces with data integration."
**Too vague:** "Write a welcome message."
Test with contacts from different industries, company sizes, and roles to ensure your prompts work across your audience.
## Next Steps
Automate page generation with HubSpot
Add more context for better personalization
# Workflow Integration
Source: https://docs.pockla.io/links/workflow-integration
Automatically generate pages when contacts enter HubSpot workflows
Feature coming Jan 25th 2026