A Simple Guide to Understanding the Spear Dashboard
Your dashboard is your prospecting command center. Here's what each section does:
1. Home — Overview of our agent and possible high-impact tasks.
2. Suggestions Approve or deny new prospects — Tinder-style!
Like the prospect but not the trigger? Click Review Message → Monitor to resurface them when a new trigger is found.
For more information about this feature, click here.
3. Prospects View all approved, monitored, denied & archived contacts.
For more information about this feature, click here.
4. Lists Upload and manage your own prospect lists.
This section lets you upload and manage your own prospect lists, allowing the system to process them and track results, including monitoring, contact status, and ICP matching.
5. Campaigns Create & manage outreach campaigns, test copies & ICP variations. Campaigns are organized into two categories: Standard Campaigns and Event Campaigns.
For more information about this feature, click here.
6. Messages Inbox for all prospect replies. AI flags high-interest leads automatically.
Timezone: All activity shows in each prospect's local time — so you know the best moment to reach out and avoid contacting them outside business hours.
For more information about this feature, click here.
7. Triggers Select the signals Spear searches for. More triggers = more prospects.
For more information about this feature, click here.
8. Analytics Track your full funnel: Contacted → Connected → Replied → Booked.
How does Spear know if a prospect has scheduled a meeting? Find out more here
9. Profile Settings Personal account-level settings — changes here only affect your own profile.
Configuration – Update your profile configuration
LinkedIn Connections – Upload your connections to avoid messaging existing contacts
Excluded Companies – Manage companies you want to skip from outreach
Prospect Creation – Configure the default settings for prospect creation.
10. General Settings Organization-level settings — changes here affect all users under the account. Access it from the gear icon at the bottom-left corner of the dashboard.
Integrations – Connect your CRM
Profiles – Add, edit or remove team members
Value Proposition – Helps Spear improve prospect targeting accuracy
For more information about this feature, click here.
