Terry Help Center
How Terry works
Short guides for the people who use Terry every day. Each one shows the screen you will see and the steps to take. Start with Your first day, then read the guide for each channel you use.
Start hereYour first dayThe seven steps on Home that get you sending.EmailHow email worksConnect your mailbox, verify, send and answer replies.ChatHow chat worksInstagram, WhatsApp and Telegram messages in one place.LinkedInHow LinkedIn worksYour own account, a daily to do list, safe limits.FlowsHow flows workAutomatic outreach, step by step, with checks before it goes live.ProspectsProspectsAdd a person by hand, Import a list, About them and Terry's research, Where people stand, Record when consent was obtained, Share and hand over people.Knowledge and AIKnowledge and AIThe Knowledge page, Your agent's voice and rules, Templates or Terry's writing, How Terry learns, What Terry read before it wrote, Credits and AI allowances, Ten ways to get better AI results.ClaudeClaudeUse Terry from Claude, What Terry in Claude can do, Connect Claude to Terry, Prompts that work well in Claude, What Claude can and cannot do.AdminsFor adminsWho may connect paid accounts, features and your agent.Getting helpGetting helpAsk Terry and the guide, What's new, Quick answers, More quick answers.
The menu at a glance
The menu runs down the left of every page.
| Menu | What you do there |
|---|---|
| Home | What needs you today, how the week is going, and your setup steps until you are set up. |
| Inbox | Every email, LinkedIn and chat reply. Answer people and pick up where a conversation stands. |
| Chat | Conversations on WhatsApp, Instagram, Telegram and text, as message bubbles. Only there if your workspace has Chat switched on and at least one of those apps or texting turned on. |
| Calendar | Your meetings. Only there if your workspace has the calendar switched on. |
| Tasks | Everything waiting for a person: drafts to approve, calls to make, LinkedIn tasks and texts to send from your phone. |
| Prospects | The people and companies you work with, with Terry's research on each. |
| Flows | Automatic outreach: build, test, publish and see who is in each flow. Shown when your plan includes flows and an admin has the Flow builder turned on. |
| Agents | The agents that write for your workspace. Admins change them. |
| Social | Your LinkedIn and Instagram accounts, today's allowance and your LinkedIn to do list. Only there if your workspace has LinkedIn or Instagram turned on. |
| Broadcasts | Admins only, and only if your workspace has this beta switched on. One text or email to people who signed up for it. |
| Analytics | Reply rates and results over time. |
| Integrations | Connect your mailbox, calendar, LinkedIn and chat apps. |
| Settings | Sending, writing and AI, your workspace, and your own settings, including Claude. |
| Help | Opens these guides in a new tab. |
- + New at the top of the menu drafts an email, adds a person, imports a list and more, as your role and plan allow.
- Search people and settings at the top of every page finds a person or a setting. The Status pill beside it shows what Terry is sending today.
- Your email at the bottom of the menu opens Your account. Your initials at the top right open your own menu.
Terry has two layouts, the new dashboard and Classic. These guides describe the new dashboard first. See The new dashboard for how to switch.
In Classic
| Menu | What you do there |
|---|---|
| Home | Your Getting started list, what needs you today, and the last 14 days of results. |
| Inbox | Every email, LinkedIn and chat reply, in lanes. Approve drafts under Approvals and answer people. |
| Calendar, Chat, Social, Broadcasts | The same rules as above for who sees them. |
| Prospects | The people and companies you work with. |
| Flows | Automatic outreach, with the same rule as above. |
| Integrations | Connect your mailbox, calendar, LinkedIn and chat apps. |
| Settings | Your account, sending rules, agents, knowledge, compliance, team, billing, features and Claude. |
Below the menu, Folders sort everyone you have contacted (such as Waiting on you and Time to nudge), and Help opens these guides. Your email at the bottom opens your Account. In the new dashboard, some of these folders are tabs at the top of the Inbox and the others are under Filter.