Satua University / Product Docs

Product docs.

Everything you need to set up Satua and get the most out of every feature.

Start Here

Kickoff, targeting alignment, and getting your team live in Satua.

Grid and table views, filters, saved views, bulk actions, and the lead detail slide-over.

Company profiles, lifecycle status, account managers, and the My Customers view.

How lead statuses drive lifecycle visibility and team/individual reporting.

Deal kanban, stages, win % math, company/lead model, and weighted forecast.

Three-column board (Overdue/Today/Upcoming), filters, snooze options, and auto-tasks from meetings.

Domain onboarding, one-to-one messages, broadcasts, audiences, and deliverability.

Multi-touch cadences with auto-pause on reply, sending windows, conditions, and per-step stats.

Profile, sender alias, signature, notification preferences, and auth.

Team, roles, access controls, email configuration, feature flags, and billing.

Live tenant workflow for ICP and Event Intelligence requests.

How tier allowances, overages, and the prepaid credit wallet work.

Fast launch path for tenant-owned data connections, ICP chat, and first discovery run.

Connect tenant-owned provider credentials with key rotation, testing, and troubleshooting guidance.

How to give clear targeting direction without exposing internal discovery mechanics.

Run status meanings, cap behavior, and diagnostics for stable scheduled ingestion.

Submit event briefs, review tagged results, and work event leads inside the dashboard.