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This walks through the path most people take on day one: pick a proven playbook, let a colony run it, and step in where it asks.
1

Start from a playbook, not a blank page

A new workspace opens a walkthrough offering proven playbooks — Lead Generation and Outbound BDR among them. Pick one and OpenHive creates a colony already configured to run it.Starting from a playbook beats starting from a prompt because the playbook already encodes the sequence: source candidates, score them, enrich contacts, then reach out.
2

Agree on who you're targeting

The colony’s first move is to establish the target. Expect it to come back with a definition of the segment and ask you to confirm it before spending effort on sourcing.This is the highest-leverage moment in the run — everything downstream inherits this decision, so read it properly rather than waving it through.
3

Let it source and score

The colony pulls candidate companies from data sources and ranks them by fit against the target you agreed on. You’ll get a list back, ordered, with the reasoning available.
4

Review enrichment

Agents enrich the accepted candidates with contact details — emails and LinkedIn profiles. Records land in the CRM as they’re confirmed.
5

Approve outreach before it sends

Drafted outreach is shown to you before anything goes out, and a campaign asks Launch this campaign? rather than sending on its own.
Check your rate limits before your first real campaign. Sending too fast is the most common way to get an account flagged.

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What to do next

Once a colony is running, you mostly don’t watch it. Check the Org Chart to see status across everything at once, and open a colony when it needs you.