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.
01What 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.
02Core 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
- Orchestrator + 4 buddies: the 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
03Prerequisites
- A modern web browser (Chrome, Firefox, Safari, or Edge)
- An email address for account creation
- (Optional) API credentials for one of the supported integrations
04Steps
- Sign up and create a workspace
- Connect your first integration
- See your first correlation
- Build an ICP and import net-new leads
05What 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
06Common 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 orchestrator + 4 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.