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app.athenahq.ai/outreach

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Purpose

The Outreach page is your command center for capitalizing on pages where AI models cite your brand or your competitors. It helps you identify high-value candidate pages, locate author contact information, and draft personalized pitch emails. By unifying discovery, enrichment, and pipeline tracking into a single view, Outreach lets your team quickly turn raw citations into actionable PR and link-building opportunities. You can triage pages in a list format, generate AI-powered drafts, and track your active communications across a visual kanban board.

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What’s on the page

Page header Features the page title, a tooltip explaining the page’s purpose, and tabs to toggle between the Inbox list and the Board pipeline. Filter bar Allows you to narrow down opportunities using various filters (Date range, Prompt tags, Prompt status, Models, Prompts, Competitors, Source tags, Brand mentioned, Opportunity status, Owned domains, and Search). You can save filter combinations as views and access page-level actions like Tags and the ⋯ (More options) menu. Inbox tab - Opportunity list A scrollable table of pages cited by AI. Selecting checkboxes on rows reveals a floating bulk action bar at the bottom of the screen. Opportunity List (Inbox tab) Columns
  • checkbox: Select the row for bulk actions. The header checkbox selects or deselects all loaded rows.
  • Page: Displays the website’s favicon, domain, and the specific path of the cited page.
  • Status: The current pipeline status (New, Todo, In Progress, Done, Rejected) with a corresponding icon. Collapses to just the icon on narrower screens.
  • Citation %: The percentage of responses that cited this page.
  • Est. impr.: The estimated monthly impressions for this page.
  • Citations: The raw number of times AI responses cited this page.
  • Mentioned: Indicates if your brand was mentioned on the page (Yes, No, or N/A if the page could not be scraped).
  • Competitors: Displays logos of tracked competitors mentioned on the page, with a ‘+N’ indicator for overflow.
Inbox tab - Opportunity detail pane Appears on the right when an opportunity row is clicked. Displays the page’s citation metrics, author information, message draft, and activity history. Allows you to manually edit or use AI to enrich the contact details and draft an email. Bulk action bar A floating toolbar that appears at the bottom of the screen when one or more rows are selected. It displays the count of selected rows and offers bulk enrichment and status actions. Board tab - Kanban board A pipeline view grouping outreach contacts by status (Todo, In Progress, Done, Canceled). Each card displays the domain, an assignee avatar, and status badges. Export dialog Opened from the ⋯ menu, this modal lets you configure and download a CSV of your opportunities. Source Tags drawer Opened by clicking Tags. Allows you to categorize domains or URLs with custom colored labels. Source Tags list (drawer) Columns
  • Type: The custom tag name displayed as a colored badge.
  • Domains: The total number of root domains assigned to this tag.
  • URLs: The total number of specific URLs assigned to this tag.
  • actions: A delete icon (trash can) that appears when hovering over a row.
Drilldowns
  • Clicking an opportunity row: Opens the opportunity detail pane on the right side of the screen, showing metrics, author info, and drafts for that URL.
  • Clicking a Kanban card: Switches to the Inbox tab and opens the detail pane for that specific opportunity.
  • View analytics link: Inside the detail pane, clicking this link navigates to the dedicated Source Analytics page for the cited URL.
  • Tags button: Opens the Source Tags drawer on the right side of the screen.
  • More options (⋯) > Export as CSV: Opens a modal to choose the export size and download the CSV data.

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What you can do here

Manage opportunities (Inbox)
  • Switch tabs: Click Inbox or Board at the top of the page to change views.
  • Sort the list: Click the Sort button in the upper right of the list to sort by Citation %, Est. impressions, Citations, Mentions, or First seen.
  • Select rows for bulk actions: Check the boxes next to rows to reveal the floating bulk action bar. From here, you can:
    • Find authors: Runs bulk AI enrichment to find names, emails, and LinkedIn profiles for the selected pages.
    • Draft messages: Generates personalized outreach emails for the selected pages in bulk.
    • Start: Moves selected opportunities to the “In Progress” status.
    • Reject: Moves selected opportunities to “Canceled” (displayed as “Rejected”) and removes them from the default active view.
    • Clear selection: Deselects all rows (or press Esc).
  • Use keyboard shortcuts: Quickly navigate the inbox using j/k (or up/down arrows) to move the cursor, Enter to open a row, X to reject, S to start, A to find authors, D to draft, and O to open the URL in a new tab.
Edit an opportunity (Detail pane)
  • Change status: Click the status dropdown (e.g., “New” or “Todo”) at the top of the pane to manually change the pipeline stage.
  • Assign a teammate: Click the unassigned user icon to pick an assignee from your organization.
  • Find author: Click the Find author button to use AI to locate the author’s name, email, and LinkedIn profile.
  • Edit author: Click Edit in the Author section to manually enter or fix contact details. Click Save when done.
  • Draft message: Click the Draft message button to have AI read the article and write a personalized pitch.
  • Customize generation prompt: Click the gear icon (Customize the generation prompt) next to the Draft button to add your own custom instructions (e.g., “sound casual” or “mention our new feature”) before generating the draft.
  • Edit message: Click Edit (or press ⌘E / Ctrl+E) to tweak the AI-generated subject and body. Press ⌘S / Ctrl+S to save.
  • Copy full email: Press ⌘⇧C / Ctrl+Shift+C to copy the assembled email (To, Subject, and Body) to your clipboard.
  • Open in mail client: Click the mail button or press ⌘⏎ / Ctrl+Enter to open your computer’s default email app with the draft pre-filled.
  • Check AI accessibility: Click the Scan button in the AI access section to verify if AI bots can read the page.
Manage pipeline (Board)
  • Move cards: Click and drag an opportunity card from one column to another to update its status (e.g., from “Todo” to “In Progress”).
  • Reorder cards: Drag cards up or down within the same column to prioritize them for your team.
  • Assign from board: Click the avatar icon on a card to quickly change the assignee without opening the detail pane.
Manage Source Tags
  • Create a tag: Click Tags in the filter bar, then Create a Type. Provide a name, select a color, choose whether you are tagging Domains or URLs, and add items manually or via a CSV upload.
  • Edit a tag: Click a tag row in the drawer to add or remove domains/URLs.
  • Delete a tag: Hover over a tag row and click the trash can icon to permanently remove it.
Export data
  • Download CSV: Click the ⋯ menu in the filter bar and select Export as CSV. Note: This is gated by your subscription plan; if your plan does not include data export, clicking this will prompt an upgrade dialog.

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Data shown

  • Opportunities: The list comprises external web pages that have been cited as sources by AI models in response to your tracked prompts.
  • Metrics: Citation counts, percentages, and estimated impressions represent how often and how prominently these pages appear in the AI responses we’ve tracked for you.
  • Author and Drafts: Author names, emails, and drafted messages are either extracted/generated by AI on demand or entered manually by your team.
  • Brand and Competitor Mentions: Badges indicate whether your brand or your tracked competitors are explicitly mentioned in the text of the cited page.

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Common workflows

Triage a new opportunity
  1. Open the Outreach page (it defaults to the Inbox tab).
  2. Select or use arrow keys to navigate to a high-value row.
  3. Review the citation metrics and competitor mentions in the detail pane on the right.
  4. Click Find author to let AI locate contact information.
  5. Click Draft message to generate a personalized email pitch.
  6. Review and edit the draft if needed, then click Save.
  7. Press ⌘⏎ to open the draft in your email client, or copy it to your clipboard.
  8. Change the status dropdown to In Progress or Done.
Bulk enrich and draft for many pages
  1. Use the filter bar to narrow the opportunity list (e.g., sort by highest Citation %).
  2. Check the boxes next to several rows, or use the header checkbox to select all.
  3. In the floating bulk action bar at the bottom, click Find authors.
  4. Wait for the progress toast to complete, then click Draft messages.
  5. Once finished, click Start on the bulk action bar to move all selected items into the “In Progress” pipeline stage.
Track pipeline progress on the Board
  1. Click the Board tab at the top of the page.
  2. View your team’s active outreach efforts grouped by Todo, In Progress, Done, and Rejected.
  3. Click and drag a card to a new column as outreach progresses.
  4. Click a card’s avatar to assign it to a specific team member.
Create a custom source tag
  1. Click the Tags button in the filter bar to open the drawer.
  2. Click Create a Type.
  3. Enter a Type Name and select a Color.
  4. Choose whether to apply the tag to Root Domains or specific URLs.
  5. Upload a CSV file or type domains/URLs into the manual entry field.
  6. Click Save.

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Empty, loading, and error states

  • Empty (Inbox): If no pages match your current filters, you’ll see “No opportunities match these filters” with a suggestion to widen the date range or clear filters. Note that rejected opportunities are hidden by default; you can view them by changing the Opportunity status filter.
  • Empty (Board): If you haven’t triaged anything yet, the board shows “Nothing in the pipeline yet” with instructions to start or draft an opportunity in the inbox.
  • Loading: An animated loader appears in the center of the screen while opportunities or detail metrics are fetching.
  • Error: If the data fails to load, a message states “Unable to load outreach data. Please try again.” along with a Try again button.
  • Linked from: The main app sidebar navigation.
  • Links to: The source analytics detail page (via the “View analytics” button in the detail pane).

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Common support questions

How much does finding authors and drafting messages cost? Each successful action costs 0.1 credits per row. You are not charged if the AI fails to find an author or fails to generate a message draft. Why don’t I see an opportunity I rejected earlier? When you mark an opportunity as “Rejected” (or “Canceled”), it is removed from the active queue. To see it again, update the “Opportunity status” filter in the filter bar to include “canceled”. How do I undo a rejected opportunity? When you reject an opportunity, a success toast appears with an “Undo” button. Clicking it instantly restores the opportunity to its previous status. Alternatively, you can find the rejected item using the filters and manually change its status back. Can I customize the AI email drafts? Yes. In the detail pane, click the gear icon (Customize the generation prompt) next to the Draft message button. You can add specific instructions (e.g., “mention our new feature” or “sound casual”). These instructions are saved to your browser and will apply to future drafts for that website. Why can’t I export my outreach data? The “Export as CSV” feature requires a subscription plan that includes data export capabilities. If your plan doesn’t include this, clicking the button will open an upgrade dialog.