How Birdray works, end to end.

What Birdray is, how to sign up, plans and credits, and your growth partner.

• What Birdray is · The California contractor intelligence layer for commercial insurance producers, and the outreach built on top of it.
• Sign up and onboarding · Google sign-in, the seven onboarding steps, the setup screen, and what the trial includes.
• Plans, credits and billing · Four plans, one credit meter, what each action costs, packs, rollover, and what Free includes.
• Your growth partner · A named person on every paid plan: what they do at each tier and how to reach them.

The Feed, Database, Map and Lists: finding the contractors whose situation is about to change.

• The Feed · Your territory, ranked by what is about to happen, with play tabs and the pace bar.
• Database and Map · The whole state with every filter, and the same on a map.
• Lists and recommended lists · Books of accounts your team is working, with a pipeline header and one-click recommendations.
• Prospecting stages · What the stage chip on every row means, and how a company moves through it.

Company intelligence, people and contacts, your own book, and imports.

• Company profile · Everything Birdray holds on one contractor, and the three prospecting steps.
• Company intelligence and enrichment · What enrichment pulls, how it's shared, how fresh each section is, and what it costs.
• Companies and Contacts (your book) · Everything your workspace has touched, separate from the shared Database, with people as rows.
• Importing leads and companies · CSV from anywhere or a Clay export, with templates and column mapping.

The Prospecting Agent, selling plays, the playbook, mailboxes, tracking and team controls.

• The Prospecting Agent · Enroll companies, review drafts, approve, and let it send and follow up from your Gmail.
• Selling plays and strategies · Audience, strategies, schedule and sender: the unit the agent runs under, with A/B strategies and experiments.
• The playbook: timing, cadence and limits · The defaults the agent follows, and where each one comes from.
• Mailboxes: connecting Gmail · Send as yourself with send-only permission; replies land in your inbox.
• Tracking: opens, clicks, site visits, booking links · How engagement is measured, what a proxy open is, and the optional website script.
• Campaigns: fixed sequences · Hand-written multi-step sequences for imported leads, sent from your mailbox.
• Team, territories and distribution · Seats, roles, per-member territories, credit limits, lead share and round-robin.

CRM hand-off, webhooks, HubSpot, the API, and Zapier recipes.

• CRM hand-off: webhooks and HubSpot · A reply or a meeting click pushes the company, person, thread and brief to your CRM; Birdray stops there.
• API reference · Keys, endpoints, request and response shapes, errors.
• Zapier and Make recipes · Three recipes: reply to CRM, won back to Birdray, new list from a spreadsheet.

Where every field comes from, how fresh it is, and how to report a problem.

• Data sources and freshness · Where every field comes from and how often it refreshes.
• Privacy, compliance and sending hygiene · Public data, contractor consent, unsubscribe, suppression, and what Birdray never does.

Billing, credits, team, security and privacy.

• Security and access · Sign-in, roles, keys, and what admins can see.

FAQ, glossary, changelog.

• Frequently asked questions · Short answers to the questions producers ask first.
• Glossary · The words Birdray uses, in one place.
• Changelog · What shipped, newest first. Updated whenever a feature lands.