Create your first Loop

To create your first Loop, click New loop, name it and describe your goal, add what you're promoting, choose your people, pick your channels, and launch. Loop drafts your emails automatically as you go — you can read them, adjust anything, then hit Launch to have Loop start reaching out.

How do I start a new Loop?

Every "New loop" button in Loop — in the top bar, the command palette, or the Loops page — takes you to the same place. If you land on a picker screen first, either pick a suggested loop or choose to start from scratch, and you'll be dropped straight into the wizard.

The wizard has four steps: Goal, People, Channels, and Review. A progress indicator at the top always shows where you are.

Step 1: What do I set on the Goal step?

This is where you tell Loop what you want:

1. Name this loop — a private label only you see; people you reach out to never see it. For example, "March workshop."
2. Your goal — describe the outcome in your own words, like "Fill 12 seats for my next cohort by the end of March." Loop uses this to shape the emails it drafts.
3. What you're promoting — click Add product to attach the offer people should book or buy. You can:
   • Add a Custom item: paste a description (and optionally a URL), and Loop extracts a title, price, and other details for you to review and edit.
   • Pull From Topmate, if your Topmate account is connected — this shows your existing services to choose from.

You can add more than one product if you're promoting multiple things. Continue unlocks once you've named the loop, written a real goal, and picked at least one product.

Step 2: How do I add the people this Loop reaches?

On the People step, add or edit the audience — the list of people Loop will reach out to. Once a list is selected, you'll see a live table of everyone in it, and you can remove individual people from the table if a list includes someone you don't want contacted.

If you're a first-time creator, this step may also prompt you to claim your Loop inbox handle — the address Loop sends from.

Step 3: How do I choose channels for my Loop?

The Channels step is where you decide how Loop reaches people:

• Hyper-personalize — Loop writes every email (and call or message, if enabled) custom to each person, based on their profile, your goal, and your voice.
• Email funnel — one polished sequence, the same for everyone, that you can edit line by line. Email only.

Voice and WhatsApp are only available in Hyper-personalize mode, since those touches are written per person. If Voice or WhatsApp aren't connected yet, you'll see that in the toggle and can connect them from Settings. Whichever mode you pick, the moment someone replies, Loop answers them personally.

This step also shows your estimated cost in credits before you commit to anything, so you know what launching will use.

Step 4: What happens on the Review step?

Review shows exactly what Loop is about to do — the drafted email sequence on one side, your setup summary on the other. Read through the sequence, make any edits, then click Launch.

Launching starts the loop immediately: Loop begins reaching out on the channels you picked, and replies start flowing into your Conversations inbox as people respond.

Where do I see my Loop after launching?

After launch, you're taken straight to the loop's own page, where you can track progress. From there:

• Check the Dashboard for an overview across all your loops.
• Open Conversations to see and reply to what's coming in.
• Visit People to see who's been reached and how they're responding.
• Manage running loops any time from Loops.

Can I come back and edit a Loop later?

Yes. Open the loop from the Loops list and use its Edit controls to adjust the goal, audience, or channels — changes to channels save automatically, and editing the goal re-drafts the email sequence for your review before anything changes for real.

If you have questions about setting up your first loop, reach out at dharsan@topmate.io.