Getting Started
Get up and running with Waypath in under 5 minutes. By the end of this guide you will have a workspace, a connected data source, and your first correlations and buying signals surfacing.
What Waypath does
Waypath runs two parallel jobs on your stack:
| Job | What you get |
|---|---|
| Correlate what you already have | Merges identities across tools so fragmented contacts become one journey. Surfaces buyers your CRM already captured but never prioritized. |
| Discover who you’ve never touched | A proprietary intent-signal engine scans Waypath’s B2B signal catalog for net-new prospects matching your ICP with live buying intent. Hyper-signals (new VP hired + funding round + competitor churn + tech adoption) flag accounts your CRM has never seen. |
Lead discovery is a first-class capability, not a side effect. The Find Leads (ICP Studio) tab is a dedicated surface for defining an ideal customer profile, scanning the signal catalog, and importing net-new prospects with converging buying signals directly into your pipeline.
Core capabilities
- Identity resolution across every connected platform (email → phone → external ID)
- Cross-platform correlation: touchpoints stitched to campaigns, funnel stages computed, opportunities scored
- Find Leads / ICP Studio: operator-grade lead designer on Waypath’s proprietary signal engine; bulk-import net-new prospects with one click
- Hyper-signals: automatic flagging of accounts with converging buying intent (surfaces as
Opportunitynodes in Intelligence) - Playbooks: executable agent specs (lead source × strategy × adaptation rules) that run continuously
- Five-buddy agent layer: orchestrator plus Insights, Prospect, Campaign, and Pipeline specialists; BYOK Claude or OpenAI supported
- Operator briefing: live KPI dashboard with agent reasoning log, recommended actions, and 24h signal timeline
Prerequisites
- A modern web browser (Chrome, Firefox, Safari, or Edge)
- An email address for account creation
- (Optional) API credentials for one of the supported integrations
Steps
- Sign up and create a workspace
- Connect your first integration
- See your first correlation
- Build an ICP and import net-new leads
What you will see
When you first log in, Waypath shows the Intelligence view with demo seed data: 8 customers, 3 campaigns, 4 funnel stages per campaign, 4 opportunities, and 3 recommendations. This gives you a feel for the correlation layer before connecting real data.
Switch to the Pipeline tab in the header for the operator cockpit:
- Reporting: live operator briefing with KPI strip, agent reasoning log, and recommended actions
- Find Leads (ICP Studio): proprietary signal engine, hyper-signal gating, bulk import to pipeline
- Opportunities: forecast board with probability bands, WIP limits, and close-date proximity tags
- People / Companies / Activities: native CRM tables
Common questions
Does Waypath find net-new buyers, or just re-score my existing CRM?
Both. The correlation layer unifies and re-prioritizes existing contacts.
The proprietary signal engine behind Find Leads (ICP Studio) discovers
net-new prospects with live buying intent: job changes, funding
rounds, hiring patterns, technology adoption, content engagement, and
competitor churn. Hyper-signals flag converging intent on accounts your
CRM has never touched, and they land in your pipeline as Customer +
Opportunity nodes ready for outreach.
How are net-new leads sourced?
From Waypath’s proprietary B2B intent-signal catalog. You define an
ICP spec (role, industry, size, location, tech stack, signal intent) in
the spec studio and the engine returns matching prospects with per-record
signal badges, hyper-signal callouts, and 0–100 ICP scores. Imported
prospects land as Customer + Touchpoint nodes in your native pipeline
and are immediately eligible for agent-driven outreach.
Is Waypath a lead-gen tool or an intelligence tool?
Both. The two jobs share the same system of record (your Pipeline store) and the same agent runtime (the five buddies). The Prospect buddy runs ICP research + outreach drafting on top of the signal engine; the Campaign buddy operates broadcasts on whichever campaign platform you connect; the Pipeline buddy handles CRM hygiene. Most operators use every layer.
How much of this runs without me?
Playbooks turn the system into an operating layer. A playbook pairs a lead source (intent-signal search / CRM segment / Customer.io segment) with a strategy (hypothesis + channels + cadence + success metric) and adaptation rules (pivot every N days after M samples, cap K pivots/week). Once active, the target buddy runs it continuously and reports back.