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A readiness guide for founders, sales leads, and ops evaluating send windows, connectors, GDPR, credits, and who owns Unibox when the agent starts working.
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Whitepaper
Research Views Without Extra Seats
How private share links let clients and stakeholders browse lists — password, expiry, and export control — without logging into the app.
Not everyone who should see a list should have a workspace seat. Share links are for review. The workspace is for operators.
What a research view can include
- Optional password.
- Expiry so a pitch deck link does not live forever.
- Export control so a client cannot download the whole file if you do not want that.
When to use it
- Agency: client approves names before send.
- Founder: advisor reviews ICP without an account.
- RevOps: marketing looks at the TAM slice without touching campaigns.
What it is not
It is not Unibox. Replies and sends stay in the workspace. After approval, enrich (if needed) and enroll. Details: Invite your team.
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